Goal Vest Advisory LLC Ishares Trust Ishares 5 10 Yea Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 06, 2022	BUY	$49.95 - $54.8 $49 - $54	1 New	1 $0
Q1 2021 May 13, 2021	SELL	$58.97 - $61.74 $8,078 - $8,458	-137 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$60.52 - $61.79 $8,291 - $8,465	137 New	137 $8,000

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

$2.86 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$566 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$444 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$391 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$381 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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