White Lighthouse Investment Management Inc. Ishares Trust Ishares 1 5 Year Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 18,020 shares of IGSB stock, worth $932,535. This represents 0.17% of its overall portfolio holdings.

Number of Shares

18,020

Previous 18,020 -0.0%

Holding current value

$932,535

Previous $923,000 2.71%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$50.64 - $51.3 $5,266 - $5,335	104 Added 0.58%	18,020 $923,000
Q1 2024 May 07, 2024	BUY	$50.95 - $51.48 $3,311 - $3,346	65 Added 0.36%	17,916 $918,000
Q4 2023 Jan 23, 2024	SELL	$49.4 - $51.28 $211,926 - $219,991	-4,290 Reduced 19.38%	17,851 $915,000
Q2 2023 Aug 07, 2023	SELL	$50.02 - $50.76 $20,808 - $21,116	-416 Reduced 1.84%	22,141 $1.11 Million
Q1 2023 Apr 20, 2023	BUY	$49.56 - $50.75 $3,717 - $3,806	75 Added 0.33%	22,557 $1.14 Million
Q4 2022 Jan 24, 2023	BUY	$48.63 - $50.19 $1.09 Million - $1.13 Million	22,482 New	22,482 $0

Others Institutions Holding IGSB

# of Institutions

962

Shares Held

311M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account

White Lighthouse Investment Management Inc. Ishares Trust Ishares 1 5 Year Transaction History