Heritage Financial Services, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Heritage Financial Services, LLC

$732 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	BUY	$47.27 - $52.23 $189,789 - $209,703	4,015 New	4,015 $208,000

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

$2.82 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
Sector ETFs
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