Octavia Wealth Advisors, LLC Ishares 10+ Year Investment Gr Transaction History

Octavia Wealth Advisors, LLC

$806 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$44.56 - $53.36 $273,063 - $326,990	6,128 New	6,128 $322,000

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

$264 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.87M
Shares

$142 Million
0.79% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$139 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$115 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.28M
Shares

$112 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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