Selective Wealth Management, Inc. Ishares Trust Ishares 5 10 Yea Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$54.28 - $58.95 $2,659 - $2,888	-49 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$58.91 - $60.23 $2,886 - $2,951	49 New	49 $3,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

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

54.5M
Shares

$2.86 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$565 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$444 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$391 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$380 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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