True Private Wealth Advisors Ishares Trust Ishares 5 10 Yea Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$50.83 - $52.07 $75,075 - $76,907	-1,477 Reduced 16.56%	7,442 $384,000
Q4 2023 Jan 30, 2024	SELL	$47.27 - $52.23 $6,428 - $7,103	-136 Reduced 1.5%	8,919 $463,000
Q3 2023 Nov 13, 2023	BUY	$48.57 - $50.82 $439,801 - $460,175	9,055 New	9,055 $440,000
Q1 2022 May 09, 2022	SELL	$54.28 - $58.95 $1.52 Million - $1.65 Million	-28,062 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$58.91 - $60.23 $948,215 - $969,462	-16,096 Reduced 36.45%	28,062 $1.66 Million
Q3 2021 Nov 05, 2021	BUY	$60.06 - $61.16 $917,416 - $934,219	15,275 Added 52.89%	44,158 $2.65 Million
Q2 2021 Aug 10, 2021	SELL	$59.11 - $60.52 $33 Million - $33.8 Million	-559,113 Reduced 95.09%	28,883 $1.75 Million
Q1 2021 May 12, 2021	BUY	$58.97 - $61.74 $9.66 Million - $10.1 Million	163,824 Added 38.62%	587,996 $34.8 Million
Q4 2020 Jan 11, 2021	SELL	$60.52 - $61.79 $257,996 - $263,410	-4,263 Reduced 1.0%	424,172 $26.2 Million
Q3 2020 Oct 09, 2020	BUY	$60.3 - $61.57 $25.8 Million - $26.4 Million	428,435 New	428,435 $26.1 Million
Q2 2020 Jul 07, 2020	SELL	$54.37 - $60.39 $1.65 Million - $1.83 Million	-30,325 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$50.43 - $60.2 $1.53 Million - $1.83 Million	30,325 New	30,325 $1.67 Million

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

$566 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

$381 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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