Goal Vest Advisory LLC Ishares 10+ Year Investment Gr Transaction History

Goal Vest Advisory LLC

$352 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$65.43 - $72.48 $12,235 - $13,553	-187 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$69.43 - $73.39 $12,983 - $13,723	187 New	187 $14,000

Others Institutions Holding IGLB

# of Institutions

238

Shares Held

43.1M

Call Options Held

52K

Put Options Held

48.5K

Black Rock Inc. New York, NY

5.35M
Shares

$254 Million
0.01% of portfolio
Envestnet Asset Management Inc

4.15M
Shares

$198 Million
0.07% of portfolio
Prudential PLC London, England, X0

2.97M
Shares

$141 Million
0.76% of portfolio
Bank Of America Corp Charlotte, NC

2.74M
Shares

$130 Million
0.01% of portfolio
River Front Investment Group, LLC Richmond, VA

1.88M
Shares

$89.3 Million
2.16% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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