Foresight Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$49.95 - $54.8 $179,820 - $197,280	-3,600 Reduced 47.37%	4,000 $204,000
Q1 2021 May 04, 2021	SELL	$58.97 - $61.74 $415,148 - $434,649	-7,040 Reduced 48.09%	7,600 $450,000
Q4 2020 Feb 04, 2021	SELL	$60.52 - $61.79 $18,156 - $18,537	-300 Reduced 2.01%	14,640 $905,000
Q3 2020 Oct 19, 2020	SELL	$60.3 - $61.57 $2.05 Million - $2.09 Million	-33,965 Reduced 69.45%	14,940 $909,000
Q2 2020 Jul 15, 2020	SELL	$54.37 - $60.39 $4.96 Million - $5.51 Million	-91,178 Reduced 65.09%	48,905 $2.95 Million
Q1 2020 Apr 15, 2020	BUY	$50.43 - $60.2 $279,382 - $333,508	5,540 Added 4.12%	140,083 $7.69 Million
Q4 2019 Jan 15, 2020	BUY	$57.47 - $58.27 $1.22 Million - $1.24 Million	21,267 Added 18.77%	134,543 $7.8 Million
Q3 2019 Oct 25, 2019	BUY	$56.54 - $58.42 $669,094 - $691,342	11,834 Added 11.67%	113,276 $6.56 Million
Q2 2019 Jul 25, 2019	BUY	$54.67 - $56.95 $3.46 Million - $3.61 Million	63,304 Added 165.99%	101,442 $5.78 Million
Q1 2019 May 07, 2019	BUY	$52.5 - $55.17 $2 Million - $2.1 Million	38,138 New	38,138 $2.1 Million

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

$2.82 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$557 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$438 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$385 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$375 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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