Wealth Shield Partners, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$60.52 - $61.79 $119,587 - $122,097	-1,976 Closed	0 $0
Q3 2020 Oct 30, 2020	SELL	$60.3 - $61.57 $35,516 - $36,264	-589 Reduced 22.96%	1,976 $120,000
Q2 2020 Aug 13, 2020	SELL	$54.37 - $60.39 $890,634 - $989,248	-16,381 Reduced 86.46%	2,565 $155,000
Q1 2020 May 12, 2020	BUY	$50.43 - $60.2 $95,463 - $113,958	1,893 Added 11.1%	18,946 $1.04 Million
Q4 2019 Feb 13, 2020	BUY	$57.47 - $58.27 $198,099 - $200,856	3,447 Added 25.33%	17,053 $989,000
Q3 2019 Nov 13, 2019	BUY	$56.54 - $58.42 $223,672 - $231,109	3,956 Added 40.99%	13,606 $788,000
Q2 2019 Aug 12, 2019	BUY	$54.67 - $56.95 $22,086 - $23,007	404 Added 4.37%	9,650 $550,000
Q1 2019 May 14, 2019	BUY	$52.5 - $55.17 $336,525 - $353,639	6,410 Added 226.02%	9,246 $510,000
Q4 2018 Feb 14, 2019	BUY	$52.01 - $52.96 $147,500 - $150,194	2,836 New	2,836 $149,000

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

$2.84 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$562 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$441 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$388 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$378 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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