Triad Wealth Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$50.02 - $51.62 $38,815 - $40,057	776 New	776 $39.8 Million

Others Institutions Holding IGIB

# of Institutions

628

Shares Held

216M

Call Options Held

41.7K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

52.5M
Shares

$2.75 Billion
6.0% of portfolio
Prudential PLC London, England, X0

13.7M
Shares

$717 Million
4.92% of portfolio
Northern Trust Corp Chicago, IL

7.6M
Shares

$398 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.28M
Shares

$381 Million
0.07% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$379 Million
5.15% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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