Founders Financial Securities LLC Ishares Trust Ishares 5 10 Yea Transaction History

Founders Financial Securities LLC

$1.08 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$58.91 - $60.23 $687,656 - $703,064	-11,673 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$60.06 - $61.16 $351,170 - $357,602	-5,847 Reduced 33.37%	11,673 $701,000
Q2 2021 Aug 16, 2021	SELL	$59.11 - $60.52 $1,891 - $1,936	-32 Reduced 0.18%	17,520 $1.06 Million
Q1 2021 May 14, 2021	BUY	$58.97 - $61.74 $160,339 - $167,871	2,719 Added 18.33%	17,552 $1.04 Million
Q4 2020 Feb 09, 2021	BUY	$60.52 - $61.79 $897,693 - $916,531	14,833 New	14,833 $917,000
Q1 2020 May 14, 2020	SELL	$50.43 - $60.2 $427,444 - $510,255	-8,476 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$57.47 - $58.27 $16,264 - $16,490	283 Added 3.45%	8,476 $491,000
Q3 2019 Oct 17, 2019	BUY	$56.54 - $58.42 $463,232 - $478,635	8,193 New	8,193 $475,000

Others Institutions Holding IGIB

# of Institutions

693

Shares Held

230M

Call Options Held

24.1K

Put Options Held

5.8K

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

56.9M
Shares

$2.98 Billion
6.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.4M
Shares

$543 Million
0.1% of portfolio
Northern Trust Corp Chicago, IL

8.8M
Shares

$461 Million
0.07% of portfolio
Prudential PLC London, England, X0

7.86M
Shares

$412 Million
2.07% of portfolio
Us Bancorp \De\

7.37M
Shares

$387 Million
0.5% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

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