Position history for Williams Jones Wealth Management, LLC.'s holdings in ISHARES TR
Williams Jones Wealth Management, LLC. holds 1.7M shares of IGSB (ISHARES TR), worth $92.1M as of 2025-Q4. The position was increased (++10.8% shares). IGSB represents 1.0% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$92.1M
Current Shares
1.7M
Total Value Change
+$32.3M
Total Shares Change
+574,476
Other major holders of IGSB: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
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 |