Liberty Wealth Management LLC Ishares 10+ Year Investment Gr Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$51.89 - $61.91 $1.52 Million - $1.82 Million	-29,342 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$59.3 - $68.52 $260,682 - $301,213	4,396 Added 17.62%	29,342 $1.78 Million
Q4 2021 Feb 15, 2022	BUY	$68.27 - $71.53 $177,502 - $185,978	2,600 Added 11.64%	24,946 $1.73 Million
Q3 2021 Nov 15, 2021	SELL	$69.28 - $72.07 $899,046 - $935,252	-12,977 Reduced 36.74%	22,346 $1.55 Million
Q2 2021 Aug 13, 2021	SELL	$66.4 - $70.33 $162 Million - $172 Million	-2,444,336 Reduced 98.58%	35,323 $2.48 Million
Q2 2021 Aug 13, 2021	BUY	$66.4 - $70.33 $164 Million - $173 Million	2,466,906 Added 19343.73%	2,479,659 $35.3 Million
Q4 2020 Feb 09, 2021	BUY	$69.43 - $73.39 $885,440 - $935,942	12,753 New	12,753 $905,000
Q2 2020 Aug 04, 2020	SELL	$61.5 - $70.04 $13,653 - $15,548	-222 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$52.12 - $72.11 $11,570 - $16,008	222 New	222 $14,000

Others Institutions Holding IGLB

# of Institutions

208

Shares Held

37.8M

Call Options Held

98.8K

Put Options Held

67.4K

Black Rock Inc. New York, NY

5.35M
Shares

$276 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.87M
Shares

$148 Million
0.79% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$146 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$121 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.28M
Shares

$118 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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