Aveo Capital Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$50.09 - $51.62 $75,385 - $77,688	1,505 Added 2.01%	76,445 $3.87 Million
Q1 2023 May 03, 2023	BUY	$49.38 - $52.0 $3.7 Million - $3.9 Million	74,940 New	74,940 $3.84 Million
Q4 2020 Feb 10, 2021	SELL	$60.52 - $61.79 $3.99 Million - $4.07 Million	-65,857 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$60.3 - $61.57 $3.97 Million - $4.05 Million	65,857 New	65,857 $4.01 Million
Q3 2018 Nov 09, 2018	SELL	$52.89 - $53.58 $103,188 - $104,534	-1,951 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$52.87 - $53.52 $1.04 Million - $1.05 Million	-19,644 Reduced 90.97%	1,951 $207,000
Q1 2018 May 11, 2018	BUY	$53.35 - $54.55 $1.15 Million - $1.18 Million	21,595 New	21,595 $2.32 Million
Q4 2017 Feb 05, 2018	SELL	$54.46 - $55.1 $908,066 - $918,737	-16,674 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$55.06 - $55.15 $918,070 - $919,571	16,674	16,674 $1.84 Million

Others Institutions Holding IGIB

# of Institutions

638

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

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

54.5M
Shares

$2.83 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$559 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$440 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$387 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$376 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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