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

White Lighthouse Investment Management Inc.

$558 Million
Q1 2025

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 18,820 shares of IGSB stock, worth $987,109. This represents 0.18% of its overall portfolio holdings.

Number of Shares

18,820

Previous 18,820 -0.0%

Holding current value

$987,109

Previous $972,000 1.34%

% of portfolio

0.18%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$51.54 - $52.55 $41,232 - $42,040	800 Added 4.44%	18,820 $972,000
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

1,067

Shares Held

324M

Call Options Held

Put Options Held

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