Atticus Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Atticus Wealth Management, LLC

$285 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$50.02 - $51.62 $0 - $0	0 New	0 $0
Q1 2024 Apr 17, 2024	BUY	$50.83 - $52.07 $0 - $0	0 New	0 $0
Q4 2023 Jan 17, 2024	BUY	$47.27 - $52.23 $0 - $0	0 New	0 $0
Q3 2023 Oct 16, 2023	BUY	$48.57 - $50.82 $0 - $0	0 New	0 $0
Q2 2023 Jul 20, 2023	BUY	$50.09 - $51.62 $0 - $0	0 New	0 $0
Q1 2023 Apr 17, 2023	BUY	$49.38 - $52.0 $0 - $0	0 New	0 $0
Q4 2022 Jan 31, 2023	SELL	$47.0 - $50.83 $18,800 - $20,332	-400 Closed	0 $0
Q2 2022 Jul 13, 2022	SELL	$49.95 - $54.8 $19,980 - $21,920	-400 Reduced 50.0%	400 $20,000
Q4 2021 Jan 26, 2022	BUY	$58.91 - $60.23 $29,455 - $30,115	500 Added 166.67%	800 $47,000
Q3 2021 Oct 18, 2021	SELL	$60.06 - $61.16 $2,522 - $2,568	-42 Reduced 12.28%	300 $18,000
Q2 2021 Jul 21, 2021	SELL	$59.11 - $60.52 $20,392 - $20,879	-345 Reduced 50.22%	342 $21,000
Q1 2021 Apr 15, 2021	BUY	$58.97 - $61.74 $2,417 - $2,531	41 Added 6.35%	687 $41,000
Q3 2020 Oct 21, 2020	SELL	$60.3 - $61.57 $4,522 - $4,617	-75 Reduced 10.4%	646 $39,000
Q2 2020 Jul 15, 2020	SELL	$54.37 - $60.39 $222,482 - $247,115	-4,092 Reduced 85.02%	721 $44,000
Q1 2020 Apr 23, 2020	SELL	$50.43 - $60.2 $7,665 - $9,150	-152 Reduced 3.06%	4,813 $264,000
Q4 2019 Feb 03, 2020	BUY	$57.47 - $58.27 $285,338 - $289,310	4,965 New	4,965 $288,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

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

54.5M
Shares

$2.86 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$564 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$443 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$390 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$380 Million
5.14% 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.