Transform Wealth, LLC Ishares Trust Ishares 5 10 Yea Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Transform Wealth, LLC holds 18,027 shares of IGIB stock, worth $969,131. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,027
Previous 14,717
22.49%
Holding current value
$969,131
Previous $758,000
24.67%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IGIB
# of Institutions
762Shares Held
241MCall Options Held
0Put Options Held
4.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.9MShares$3.22 Billion6.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11.7MShares$630 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL10.9MShares$587 Million0.08% of portfolio
-
Prudential PLC London, England, X09.25MShares$497 Million3.74% of portfolio
-
Envestnet Asset Management Inc7.56MShares$406 Million0.13% of portfolio