Wealthpoint, LLC Ishares 10+ Year Investment Gr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$56.43 - $60.35 $116,189 - $124,260	-2,059 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$55.17 - $57.88 $113,595 - $119,174	2,059 New	2,059 $116,000

Others Institutions Holding IGLB

# of Institutions

188

Shares Held

32.5M

Call Options Held

101K

Put Options Held

10.5K

Black Rock Inc. New York, NY

5.35M
Shares

$274 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.84M
Shares

$146 Million
1.0% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$144 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

2.24M
Shares

$115 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.78M
Shares

$91.2 Million
0.02% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

Ticker IGLB
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