Bison Wealth, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$54.28 - $58.95 $8,142 - $8,842	-150 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$58.91 - $60.23 $17,319 - $17,707	-294 Reduced 66.22%	150 $9,000
Q4 2019 Feb 05, 2020	BUY	$57.47 - $58.27 $25,516 - $25,871	444 New	444 $26,000

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

$566 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$444 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$391 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$381 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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