Wharton Business Group, LLC Ishares Trust Ishares 1 5 Year Transaction History

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Wharton Business Group, LLC holds 128,780 shares of IGSB stock, worth $6.78 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

128,780

Previous 127,825 0.75%

Holding current value

$6.78 Million

Previous $6.61 Million 2.04%

% of portfolio

0.31%

Previous 0.3%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$51.52 - $52.37 $49,201 - $50,013	955 Added 0.75%	128,780 $6.74 Million
Q4 2024 Feb 04, 2025	BUY	$51.54 - $52.55 $86,844 - $88,546	1,685 Added 1.34%	127,825 $6.61 Million
Q3 2024 Nov 07, 2024	BUY	$51.02 - $52.74 $597,189 - $617,321	11,705 Added 10.23%	126,140 $6.64 Million
Q2 2024 Aug 12, 2024	SELL	$50.64 - $51.3 $25,573 - $25,906	-505 Reduced 0.44%	114,435 $5.86 Million
Q3 2023 Nov 06, 2023	BUY	$49.74 - $50.37 $340,967 - $345,286	6,855 Added 6.34%	114,940 $5.73 Million
Q2 2023 Aug 07, 2023	SELL	$50.02 - $50.76 $51,770 - $52,536	-1,035 Reduced 0.95%	108,085 $5.42 Million
Q1 2023 May 04, 2023	BUY	$49.56 - $50.75 $214,594 - $219,747	4,330 Added 4.13%	109,120 $5.51 Million
Q4 2022 Feb 13, 2023	SELL	$48.63 - $50.19 $506,238 - $522,477	-10,410 Reduced 9.04%	104,790 $5.22 Million
Q3 2022 Oct 31, 2022	BUY	$49.08 - $51.27 $223,559 - $233,534	4,555 Added 4.12%	115,200 $5.68 Million
Q2 2022 Aug 09, 2022	BUY	$49.84 - $51.62 $457,032 - $473,355	9,170 Added 9.04%	110,645 $5.59 Million
Q1 2022 May 18, 2022	BUY	$51.49 - $53.86 $935,058 - $978,097	18,160 Added 21.8%	101,475 $5.25 Million
Q4 2021 Feb 10, 2022	BUY	$53.82 - $54.66 $4.48 Million - $4.55 Million	83,315 New	83,315 $4.49 Million
Q3 2021 Nov 09, 2021	SELL	$54.6 - $54.92 $2.77 Million - $2.79 Million	-50,755 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$54.57 - $54.92 $282,399 - $284,211	-5,175 Reduced 9.25%	50,755 $2.78 Million
Q1 2021 May 10, 2021	BUY	$54.5 - $55.17 $197,835 - $200,267	3,630 Added 6.94%	55,930 $3.06 Million
Q4 2020 Feb 11, 2021	BUY	$54.79 - $55.17 $179,437 - $180,681	3,275 Added 6.68%	52,300 $2.89 Million
Q3 2020 Nov 06, 2020	BUY	$54.69 - $55.09 $621,551 - $626,097	11,365 Added 30.18%	49,025 $2.69 Million
Q2 2020 Aug 11, 2020	SELL	$51.96 - $54.73 $240,315 - $253,126	-4,625 Reduced 10.94%	37,660 $2.06 Million
Q1 2020 Apr 27, 2020	BUY	$47.21 - $54.5 $2 Million - $2.3 Million	42,285 New	42,285 $2.21 Million

Others Institutions Holding IGSB

# of Institutions

1,072

Shares Held

389M

Call Options Held

Put Options Held

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Wharton Business Group, LLC Ishares Trust Ishares 1 5 Year Transaction History