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 $980,668. This represents 0.06% of its overall portfolio holdings.
Number of Shares
18,027
Previous 14,717
22.49%
Holding current value
$980,668
Previous $758,000
24.67%
% of portfolio
0.06%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IGIB
# of Institutions
731Shares Held
233MCall Options Held
69.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA57.5MShares$3.13 Billion6.14% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11.3MShares$615 Million0.11% of portfolio
-
Prudential PLC London, England, X010.6MShares$575 Million2.83% of portfolio
-
Northern Trust Corp Chicago, IL9.78MShares$532 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.79MShares$369 Million0.11% of portfolio