Wealth Shield Partners, LLC Ishares 10+ Year Investment Gr Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$47.14 - $51.79 $80,138 - $88,043	1,700 New	1,700 $80,000
Q4 2020 Feb 16, 2021	SELL	$69.43 - $73.39 $36,034 - $38,089	-519 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$70.14 - $74.24 $3,997 - $4,231	57 Added 12.34%	519 $37,000
Q2 2020 Aug 13, 2020	BUY	$61.5 - $70.04 $23,370 - $26,615	380 Added 463.41%	462 $32,000
Q1 2020 May 12, 2020	SELL	$52.12 - $72.11 $4,951 - $6,850	-95 Reduced 53.67%	82 $5,000
Q4 2019 Feb 13, 2020	BUY	$64.93 - $67.17 $11,492 - $11,889	177 New	177 $12,000
Q3 2019 Nov 13, 2019	SELL	$62.86 - $67.97 $21,435 - $23,177	-341 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$59.54 - $63.75 $178 - $191	3 Added 0.89%	341 $22,000
Q1 2019 May 14, 2019	BUY	$56.43 - $60.35 $19,073 - $20,398	338 New	338 $20,000

Others Institutions Holding IGLB

# of Institutions

208

Shares Held

37.8M

Call Options Held

98.8K

Put Options Held

67.4K

Black Rock Inc. New York, NY

5.35M
Shares

$264 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.87M
Shares

$142 Million
0.79% of portfolio
Envestnet Asset Management Inc

2.81M
Shares

$139 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$115 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

2.28M
Shares

$112 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

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