Institutional & Family Asset Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$58.97 - $61.74 $7,784 - $8,149	-132 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$60.52 - $61.79 $30,441 - $31,080	-503 Reduced 79.21%	132 $8,000
Q2 2020 Aug 14, 2020	BUY	$54.37 - $60.39 $34,524 - $38,347	635 New	635 $38,000

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

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About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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