Burt Wealth Advisors Ishares Trust Ishares 5 10 Yea Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$58.97 - $61.74 $57,436 - $60,134	-974 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$52.89 - $53.58 $25,757 - $26,093	487 Added 100.0%	974 $52,000
Q2 2017 Aug 07, 2017	BUY	N/A	487	487 $53,000

Others Institutions Holding IGIB

# of Institutions

639

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

$439 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$386 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
Sector ETFs
Industry ETFs

More about IGIB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Burt Wealth Advisors with notifications on news.