Bank Julius Baer & Co. Ltd, Zurich Ishares Trust Ishares 5 10 Yea Transaction History

Bank Julius Baer & Co. Ltd, Zurich

$32.4 Billion
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 May 16, 2024	BUY	$47.27 - $52.23 $1.82 Million - $2.01 Million	38,433 New	38,433 $2 Million
Q4 2023 Feb 02, 2024	SELL	$47.27 - $52.23 $22,311 - $24,652	-472 Reduced 1.21%	38,433 $2 Million
Q3 2023 Nov 13, 2023	BUY	$48.57 - $50.82 $781,345 - $817,541	16,087 Added 70.5%	38,905 $1.89 Million
Q2 2023 Jul 24, 2023	BUY	$50.09 - $51.62 $1.14 Million - $1.18 Million	22,818 New	22,818 $1.15 Million
Q4 2022 Jan 24, 2023	BUY	$47.0 - $50.83 $17,249 - $18,654	367 Added 1.6%	23,246 $1.15 Million
Q3 2022 Nov 04, 2022	SELL	$47.86 - $52.82 $17,564 - $19,384	-367 Reduced 1.58%	22,879 $1.11 Million
Q2 2022 Jul 22, 2022	BUY	$49.95 - $54.8 $1.16 Million - $1.27 Million	23,246 New	23,246 $1.19 Million
Q1 2022 May 09, 2022	SELL	$54.28 - $58.95 $595,723 - $646,976	-10,975 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$58.91 - $60.23 $200,411 - $204,902	-3,402 Reduced 23.66%	10,975 $650,000
Q3 2021 Nov 12, 2021	BUY	$60.06 - $61.16 $108,288 - $110,271	1,803 Added 14.34%	14,377 $863,000
Q2 2021 Jul 23, 2021	BUY	$59.11 - $60.52 $96,231 - $98,526	1,628 Added 14.87%	12,574 $761,000
Q1 2021 May 10, 2021	SELL	$58.97 - $61.74 $1.01 Million - $1.06 Million	-17,149 Reduced 61.04%	10,946 $648,000
Q4 2020 Feb 24, 2021	SELL	$60.52 - $61.79 $363 - $370	-6 Reduced 0.02%	28,095 $1.74 Million
Q4 2020 Feb 12, 2021	BUY	$60.52 - $61.79 $700,216 - $714,910	11,570 Added 69.99%	28,101 $1.74 Million
Q3 2020 Nov 10, 2020	BUY	$60.3 - $61.57 $349,800 - $357,167	5,801 Added 54.06%	16,531 $1.01 Million
Q2 2020 Aug 12, 2020	BUY	$54.37 - $60.39 $583,390 - $647,984	10,730 New	10,730 $648,000

Others Institutions Holding IGIB

# of Institutions

731

Shares Held

232M

Call Options Held

69.4K

Put Options Held

0

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

57.5M
Shares

$3.11 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

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