Heck Capital Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 May 13, 2025	BUY	$51.33 - $53.74 $24,279 - $25,419	473 New	473 $24.4 Million
Q3 2024 May 19, 2025	BUY	$50.85 - $53.88 $254 - $269	5 Added 1.04%	486 $26.1 Million
Q2 2024 May 19, 2025	BUY	$50.02 - $51.62 $250 - $258	5 Added 1.05%	481 $24.6 Million
Q1 2024 May 19, 2025	BUY	$50.83 - $52.07 $203 - $208	4 Added 0.85%	476 $24.5 Million
Q4 2023 May 19, 2025	BUY	$47.27 - $52.23 $283 - $313	6 Added 1.29%	472 $24.6 Million
Q3 2023 May 19, 2025	BUY	$48.57 - $50.82 $22,633 - $23,682	466 New	466 $22.7 Million
Q2 2023 May 19, 2025	BUY	$50.09 - $51.62 $200 - $206	4 Added 0.88%	461 $23.3 Million
Q1 2023 May 19, 2025	BUY	$49.38 - $52.0 $543 - $572	11 Added 2.47%	457 $23.4 Million
Q4 2022 May 19, 2025	SELL	$47.0 - $50.83 $1,410 - $1,524	-30 Reduced 6.3%	446 $22.1 Million
Q3 2022 May 20, 2025	BUY	$47.86 - $52.82 $21,106 - $23,293	441 New	441 $21.3 Million
Q3 2022 May 19, 2025	BUY	$47.86 - $52.82 $1,818 - $2,007	38 Added 8.68%	476 $24.5 Million
Q2 2022 May 19, 2025	SELL	$49.95 - $54.8 $270,828 - $297,125	-5,422 Reduced 92.53%	438 $22.4 Million
Q1 2022 May 19, 2025	BUY	$54.28 - $58.95 $318,080 - $345,447	5,860 New	5,860 $322 Million
Q4 2021 May 19, 2025	BUY	$58.91 - $60.23 $2,002 - $2,047	34 Added 0.39%	8,840 $524 Million
Q3 2021 May 19, 2025	BUY	$60.06 - $61.16 $1,081 - $1,100	18 Added 0.2%	8,806 $529 Million
Q2 2021 May 19, 2025	BUY	$59.11 - $60.52 $827 - $847	14 Added 0.16%	8,788 $532 Million
Q1 2021 May 19, 2025	BUY	$58.97 - $61.74 $172,546 - $180,651	2,926 Added 50.03%	8,774 $520 Million
Q4 2020 May 19, 2025	SELL	$60.52 - $61.79 $1,028 - $1,050	-17 Reduced 0.29%	5,848 $361 Million
Q3 2020 May 19, 2025	BUY	$60.3 - $61.57 $353,659 - $361,108	5,865 New	5,865 $357 Million
Q2 2020 May 19, 2025	BUY	$54.37 - $60.39 $318,716 - $354,006	5,862 New	5,862 $354 Million

Others Institutions Holding IGIB

# of Institutions

731

Shares Held

232M

Call Options Held

69.4K

Put Options Held

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

57.5M
Shares

$3.11 Billion
6.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

11.3M
Shares

$610 Million
0.11% of portfolio
Prudential PLC London, England, X0

10.6M
Shares

$570 Million
2.83% of portfolio
Northern Trust Corp Chicago, IL

9.78M
Shares

$528 Million
0.07% of portfolio
Envestnet Asset Management Inc

6.79M
Shares

$366 Million
0.11% of portfolio

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

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