Institute For Wealth Management, Llc. Ishares Trust Ishares 5 10 Yea Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$50.43 - $60.2 $1,260 - $1,505	-25 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$57.47 - $58.27 $1,436 - $1,456	25 New	25 $1,000

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

$2.81 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$555 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$436 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$384 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$373 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
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