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

West Michigan Advisors, LLC

$300 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$50.02 - $51.62 $3,751 - $3,871	75 Added 1.41%	5,392 $276,000
Q1 2024 May 14, 2024	BUY	$50.83 - $52.07 $58,861 - $60,297	1,158 Added 27.84%	5,317 $274,000
Q4 2023 Feb 13, 2024	SELL	$47.27 - $52.23 $35,405 - $39,120	-749 Reduced 15.26%	4,159 $216,000
Q3 2023 Nov 13, 2023	SELL	$48.57 - $50.82 $13,939 - $14,585	-287 Reduced 5.52%	4,908 $238,000
Q2 2023 Aug 15, 2023	SELL	$50.09 - $51.62 $24,544 - $25,293	-490 Reduced 8.62%	5,195 $262,000
Q1 2023 Apr 21, 2023	BUY	$49.38 - $52.0 $280,725 - $295,620	5,685 New	5,685 $291,000
Q3 2022 Nov 14, 2022	SELL	$47.86 - $52.82 $60,160 - $66,394	-1,257 Reduced 22.59%	4,307 $208,000
Q2 2022 Aug 15, 2022	BUY	$49.95 - $54.8 $15,584 - $17,097	312 Added 5.94%	5,564 $284,000
Q1 2022 May 13, 2022	BUY	$54.28 - $58.95 $285,078 - $309,605	5,252 New	5,252 $288,000

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
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