V Wealth Advisors LLC Ishares Trust Ishares 5 10 Yea Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$49.38 - $52.0 $342,697 - $360,880	6,940 New	6,940 $355,000
Q2 2022 Jul 27, 2022	SELL	$49.95 - $54.8 $4,545 - $4,986	-91 Reduced 2.01%	4,442 $227,000
Q1 2022 May 16, 2022	SELL	$54.28 - $58.95 $1,954 - $2,122	-36 Reduced 0.79%	4,533 $249,000
Q4 2021 Feb 17, 2022	SELL	$58.91 - $60.23 $4,300 - $4,396	-73 Reduced 1.57%	4,569 $271,000
Q3 2021 Oct 21, 2021	BUY	$60.06 - $61.16 $278,798 - $283,904	4,642 New	4,642 $279,000
Q2 2020 Jul 29, 2020	SELL	$54.37 - $60.39 $493,788 - $548,461	-9,082 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$50.43 - $60.2 $94,606 - $112,935	1,876 Added 26.03%	9,082 $499,000
Q3 2019 Nov 14, 2019	BUY	$56.54 - $58.42 $38,447 - $39,725	680 Added 10.42%	7,206 $417,000
Q2 2019 Jul 29, 2019	BUY	$54.67 - $56.95 $356,776 - $371,655	6,526 New	6,526 $373,000

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

$2.81 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$554 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$435 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$383 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$373 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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