Position history for Williams Jones Wealth Management, LLC.'s holdings in ISHARES TR
Williams Jones Wealth Management, LLC. holds 1.8M shares of IGSB (ISHARES TR), worth $92M as of 2026-Q1. The position was increased (+0.5% shares). IGSB represents 1.1% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$92M
Current Shares
1.8M
Total Value Change
+$32.2M
Total Shares Change
+583,067
Other major holders of IGSB: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 1.8M |
+0.5% |
| $92M |
| 1.1% |
| $52.91 |
47 |
| 2025-Q4 | Increased | 1.7M | +10.8% | $92.1M | 1.0% | $52.73 | 52 |
| 2025-Q3 | Increased | 1.6M | +0.2% | $83.4M | 1.0% | $52.02 | 42 |
| 2025-Q2 | Increased | 1.6M | +1.3% | $82.8M | 1.0% | $51.14 | 42 |
| 2025-Q1 | Increased | 1.5M | +1.3% | $81.1M | 1.0% | $50.22 | 47 |
| 2024-Q4 | Increased | 1.5M | +15.5% | $79.1M | 1.0% | $49.26 | 48 |
| 2024-Q3 | Increased | 1.3M | +13.4% | $69.7M | 0.8% | $49.52 | 47 |
| 2024-Q2 | Increased | 1.2M | +1.3% | $59.8M | 0.7% | $47.65 | 42 |