Burt Wealth Advisors Ishares Trust Ishares 5 10 Yea Transaction History

Burt Wealth Advisors

$399 Million
Q3 2025

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

750

Shares Held

233M

Call Options Held

69.4K

Put Options Held

0

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

57.5M
Shares

$3.1 Billion
6.14% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

11.3M
Shares

$608 Million
0.11% of portfolio
Prudential PLC London, England, X0

10.6M
Shares

$569 Million
2.83% of portfolio
Northern Trust Corp Chicago, IL

9.78M
Shares

$527 Million
0.07% of portfolio
Envestnet Asset Management Inc

7.56M
Shares

$407 Million
0.13% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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