Polaris Wealth Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 863,704 shares of IGIB stock, worth $46.2 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

863,704

Previous 661,608 30.55%

Holding current value

$46.2 Million

Previous $33.5 Million 25.59%

% of portfolio

3.23%

Previous 2.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$48.57 - $50.82 $9.82 Million - $10.3 Million	202,096 Added 30.55%	863,704 $42 Million
Q2 2023 Aug 07, 2023	SELL	$50.09 - $51.62 $10 Million - $10.3 Million	-199,555 Reduced 23.17%	661,608 $33.5 Million
Q1 2023 May 03, 2023	BUY	$49.38 - $52.0 $7.44 Million - $7.84 Million	150,734 Added 21.22%	861,163 $44.2 Million
Q4 2022 Jan 19, 2023	BUY	$47.0 - $50.83 $3.62 Million - $3.92 Million	77,053 Added 12.17%	710,429 $0
Q3 2022 Oct 12, 2022	BUY	$47.86 - $52.82 $30.3 Million - $33.5 Million	633,376 New	633,376 $30.4 Million
Q3 2021 Oct 18, 2021	SELL	$60.06 - $61.16 $50.4 Million - $51.4 Million	-839,913 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$59.11 - $60.52 $49.6 Million - $50.8 Million	839,913 New	839,913 $50.7 Million
Q3 2020 Oct 15, 2020	SELL	$60.3 - $61.57 $56.3 Million - $57.5 Million	-933,456 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$54.37 - $60.39 $50.8 Million - $56.4 Million	933,456 New	933,456 $56.3 Million
Q4 2019 Jan 29, 2020	SELL	$57.47 - $58.27 $2.28 Million - $2.31 Million	-39,665 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$56.54 - $58.42 $2.24 Million - $2.32 Million	39,665 New	39,665 $2.3 Million

Others Institutions Holding IGIB

# of Institutions

725

Shares Held

227M

Call Options Held

23.8K

Put Options Held

5.8K

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

More about IGIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Account

Polaris Wealth Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History