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 $44.3 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
863,704
Previous 661,608
30.55%
Holding current value
$44.3 Million
Previous $33.5 Million
25.59%
% of portfolio
3.23%
Previous 2.58%
Shares
11 transactions
Others Institutions Holding IGIB
# of Institutions
575Shares Held
199MCall Options Held
37.6KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA50.5MShares$2.59 Billion5.88% of portfolio
-
Prudential PLC London, England, X09.44MShares$485 Million4.04% of portfolio
-
Northern Trust Corp Chicago, IL7.69MShares$395 Million0.07% of portfolio
-
Japan Science & Technology Agency Tokyo, M07.24MShares$372 Million4.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.19MShares$369 Million0.09% of portfolio