Acorn Wealth Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Acorn Wealth Advisors, LLC

$251 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$47.27 - $52.23 $16,071 - $17,758	340 Added 7.23%	5,041 $262,000
Q3 2023 Nov 07, 2023	BUY	$48.57 - $50.82 $228,327 - $238,904	4,701 New	4,701 $228,000

Others Institutions Holding IGIB

# of Institutions

727

Shares Held

232M

Call Options Held

69.4K

Put Options Held

0

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

57.5M
Shares

$3.07 Billion
6.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

11.3M
Shares

$602 Million
0.11% of portfolio
Prudential PLC London, England, X0

10.6M
Shares

$563 Million
2.83% of portfolio
Northern Trust Corp Chicago, IL

9.78M
Shares

$521 Million
0.07% of portfolio
Envestnet Asset Management Inc

6.79M
Shares

$362 Million
0.11% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

More about IGIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.