Wespac Advisors So Cal, LLC Ishares Trust Ishares 1 5 Year Transaction History

Wespac Advisors So Cal, LLC

$377 Million
Q1 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,155 shares of IGSB stock, worth $263,523. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,155

Previous 5,420 4.89%

Holding current value

$263,523

Previous $277,000 4.69%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$50.95 - $51.48 $13,501 - $13,642	-265 Reduced 4.89%	5,155 $264,000
Q4 2023 Jan 25, 2024	SELL	$49.4 - $51.28 $4.52 Million - $4.69 Million	-91,410 Reduced 94.4%	5,420 $277,000
Q3 2023 Nov 09, 2023	SELL	$49.74 - $50.37 $175,582 - $177,806	-3,530 Reduced 3.52%	96,830 $4.83 Million
Q2 2023 Jul 20, 2023	SELL	$50.02 - $50.76 $56,772 - $57,612	-1,135 Reduced 1.12%	100,360 $5.04 Million
Q1 2023 May 15, 2023	SELL	$49.56 - $50.75 $28,497 - $29,181	-575 Reduced 0.56%	101,495 $5.13 Million

Q4 2022 Jan 25, 2023	BUY	$48.91 - $50.19 $6,113 - $6,273	125 Added 0.12%	102,070 $0
Q3 2022 Nov 10, 2022	BUY	$49.5 - $51.27 $5.05 Million - $5.23 Million	101,945 New	101,945 $5 Million

Others Institutions Holding IGSB

# of Institutions

952

Shares Held

326M

Call Options Held

Put Options Held

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Wespac Advisors So Cal, LLC Ishares Trust Ishares 1 5 Year Transaction History