West Financial Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$54.28 - $58.95 $150,355 - $163,291	-2,770 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$60.52 - $61.79 $167,640 - $171,158	2,770 New	2,770 $167 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

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

10.8M
Shares

$555 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$436 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$384 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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