D. Scott Neal, Inc. Ishares Trust Ishares 5 10 Yea Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 11, 2022	SELL	$49.95 - $54.8 $671,427 - $736,621	-13,442 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$54.28 - $58.95 $488 - $530	-9 Reduced 0.07%	13,442 $738,000
Q4 2021 Jan 21, 2022	SELL	$58.91 - $60.23 $43.3 Million - $44.3 Million	-735,212 Reduced 98.2%	13,451 $797,000
Q3 2021 Nov 04, 2021	SELL	$60.06 - $61.16 $13.1 Million - $13.3 Million	-217,938 Reduced 22.55%	748,663 $45 Million
Q2 2021 Aug 02, 2021	SELL	$59.11 - $60.52 $8.18 Million - $8.37 Million	-138,325 Reduced 12.52%	966,601 $58.5 Million
Q1 2021 Apr 30, 2021	BUY	$58.97 - $61.74 $36.6 Million - $38.3 Million	620,783 Added 128.22%	1,104,926 $65.4 Million
Q4 2020 Feb 05, 2021	BUY	$60.52 - $61.79 $3.19 Million - $3.26 Million	52,685 Added 12.21%	484,143 $29.9 Million
Q3 2020 Oct 15, 2020	BUY	$60.3 - $61.57 $25.8 Million - $26.3 Million	427,563 Added 10977.23%	431,458 $26.2 Million
Q2 2020 Jul 16, 2020	BUY	$54.37 - $60.39 $211,771 - $235,219	3,895 New	3,895 $235,000
Q1 2020 Apr 27, 2020	SELL	$50.43 - $60.2 $3.4 Million - $4.06 Million	-67,466 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$57.47 - $58.27 $3.49 Million - $3.53 Million	60,646 Added 889.24%	67,466 $3.91 Million
Q3 2019 Oct 16, 2019	BUY	$56.54 - $58.42 $385,602 - $398,424	6,820 New	6,820 $395,000
Q4 2018 Feb 06, 2019	SELL	$52.01 - $52.96 $24 Million - $24.4 Million	-460,556 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$52.89 - $53.58 $10.9 Million - $11 Million	205,832 Added 80.81%	460,556 $24.5 Million
Q2 2018 Aug 15, 2018	BUY	$52.87 - $53.52 $5.71 Million - $5.78 Million	108,090 Added 73.71%	254,724 $27.1 Million
Q1 2018 Apr 19, 2018	SELL	$53.35 - $54.55 $137,162 - $140,248	-2,571 Reduced 1.72%	146,634 $15.7 Million
Q4 2017 Feb 16, 2018	SELL	$54.46 - $55.1 $213,319 - $215,826	-3,917 Reduced 2.56%	149,205 $16.3 Million
Q3 2017 Oct 18, 2017	BUY	$55.06 - $55.15 $8.43 Million - $8.44 Million	153,122	153,122 $16.9 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

$560 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

View Full List

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