Wealth Plan Investment Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$49.74 - $50.37 $521,772 - $528,381
10,490 New
10,490 $522,000
Q4 2022

Feb 15, 2023
SELL
$48.63 - $50.19 $30,831 - $31,820
-634 Reduced 4.26%
14,261 $710,000
Q3 2022

Dec 12, 2022
SELL
$49.08 - $51.27 $192,884 - $201,491
-3,930 Reduced 20.88%
14,895 $747,000
Q1 2022

Sep 07, 2022
BUY
$51.49 - $53.86 $969,299 - $1.01 Million
18,825 New
18,825 $958,000

Others Institutions Holding IGSB

# of Institutions
974
Shares Held
315M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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