Liberty Wealth Management LLC Ishares Trust Ishares 5 10 Yea Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$58.91 - $60.23 $86,538 - $88,477	-1,469 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$60.06 - $61.16 $360 - $366	6 Added 0.41%	1,469 $88,000
Q2 2021 Aug 13, 2021	SELL	$59.11 - $60.52 $5.15 Million - $5.27 Million	-87,048 Reduced 98.35%	1,463 $89,000
Q2 2021 Aug 13, 2021	BUY	$59.11 - $60.52 $5.13 Million - $5.25 Million	86,771 Added 4986.84%	88,511 $1.46 Million
Q4 2020 Feb 09, 2021	BUY	$60.52 - $61.79 $726 - $741	12 Added 0.69%	1,740 $106,000
Q3 2020 Nov 05, 2020	BUY	$60.3 - $61.57 $482 - $492	8 Added 0.47%	1,728 $105,000
Q2 2020 Aug 04, 2020	SELL	$54.37 - $60.39 $1.78 Million - $1.97 Million	-32,669 Reduced 95.0%	1,720 $104,000
Q1 2020 Apr 27, 2020	BUY	$50.43 - $60.2 $343,630 - $410,202	6,814 Added 24.71%	34,389 $1.91 Million
Q4 2019 Feb 05, 2020	SELL	$57.47 - $58.27 $308,786 - $313,084	-5,373 Reduced 16.31%	27,575 $1.6 Million
Q3 2019 Oct 30, 2019	BUY	$56.54 - $58.42 $971,300 - $1 Million	17,179 Added 108.94%	32,948 $1.91 Million
Q2 2019 Jul 30, 2019	BUY	$54.67 - $56.95 $95,945 - $99,947	1,755 Added 12.52%	15,769 $898,000
Q1 2019 Apr 18, 2019	BUY	$52.5 - $55.17 $105,000 - $110,340	2,000 Added 16.65%	14,014 $772,000
Q4 2018 Mar 26, 2019	BUY	$52.01 - $52.96 $624,848 - $636,261	12,014 New	12,014 $629,000

Others Institutions Holding IGIB

# of Institutions

641

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.8 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$553 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$435 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$383 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$372 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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