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IGSB
Showing 8 of 11 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+0.5%
$92M1.1%$52.91
47
2025-Q4
Increased
1.7M
+10.8%
$92.1M1.0%$52.73
52
2025-Q3
Increased
1.6M
+0.2%
$83.4M1.0%$52.02
42
2025-Q2
Increased
1.6M
+1.3%
$82.8M1.0%$51.14
42
2025-Q1
Increased
1.5M
+1.3%
$81.1M1.0%$50.22
47
2024-Q4
Increased
1.5M
+15.5%
$79.1M1.0%$49.26
48
2024-Q3
Increased
1.3M
+13.4%
$69.7M0.8%$49.52
47
2024-Q2
Increased
1.2M
+1.3%
$59.8M0.7%$47.65
42

Other major holders of IGSB: ENVESTNET ASSET MANAGEMENT INC, NORTHERN TRUST CORP

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