Campbell Wealth Management Ishares Trust Ishares 5 10 Yea Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	SELL	$47.86 - $52.82 $10.7 Million - $11.8 Million	-223,682 Reduced 98.17%	4,167 $201,000
Q2 2022 Aug 02, 2022	SELL	$49.95 - $54.8 $23.7 Million - $26 Million	-474,417 Reduced 67.56%	227,849 $11.6 Million
Q1 2022 May 18, 2022	BUY	$54.28 - $58.95 $311,675 - $338,490	5,742 Added 0.82%	702,266 $38.5 Million
Q4 2021 Jan 27, 2022	BUY	$58.91 - $60.23 $41 Million - $42 Million	696,524 New	696,524 $41.3 Million
Q3 2021 Dec 22, 2022	BUY	$60.06 - $61.16 $40.7 Million - $41.4 Million	677,024 Added 16247.28%	681,191 $40.9 Million
Q3 2021 Oct 25, 2021	SELL	$60.06 - $61.16 $40.7 Million - $41.4 Million	-677,174 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$59.11 - $60.52 $7.97 Million - $8.16 Million	-134,910 Reduced 16.61%	677,174 $41 Million
Q1 2021 Apr 30, 2021	BUY	$58.97 - $61.74 $1.69 Million - $1.77 Million	28,717 Added 3.67%	812,084 $48.1 Million
Q4 2020 Jan 19, 2021	BUY	$60.52 - $61.79 $2.56 Million - $2.61 Million	42,266 Added 5.7%	783,367 $48.4 Million
Q3 2020 Nov 02, 2020	BUY	$60.3 - $61.57 $1.39 Million - $1.42 Million	23,090 Added 3.22%	741,101 $45.1 Million
Q2 2020 Jul 23, 2020	BUY	$54.37 - $60.39 $1.28 Million - $1.43 Million	23,597 Added 3.4%	718,011 $43.4 Million
Q1 2020 Apr 17, 2020	BUY	$50.43 - $60.2 $5.84 Million - $6.97 Million	115,791 Added 20.01%	694,414 $38.1 Million
Q4 2019 Jan 15, 2020	BUY	$57.47 - $58.27 $1.54 Million - $1.57 Million	26,865 Added 4.87%	578,623 $33.5 Million
Q3 2019 Oct 07, 2019	BUY	$56.54 - $58.42 $1.26 Million - $1.3 Million	22,322 Added 4.22%	551,758 $32 Million
Q2 2019 Aug 09, 2019	SELL	$54.67 - $56.95 $4.05 Million - $4.22 Million	-74,023 Reduced 12.27%	529,436 $30.2 Million
Q1 2019 May 13, 2019	SELL	$52.5 - $55.17 $6.81 Million - $7.16 Million	-129,756 Reduced 17.7%	603,459 $33.3 Million
Q4 2018 Feb 14, 2019	BUY	$52.01 - $52.96 $38.1 Million - $38.8 Million	733,215 New	733,215 $38.4 Million

Others Institutions Holding IGIB

# of Institutions

692

Shares Held

229M

Call Options Held

24.1K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

56.9M
Shares

$3 Billion
6.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.4M
Shares

$546 Million
0.1% of portfolio
Northern Trust Corp Chicago, IL

8.8M
Shares

$464 Million
0.07% of portfolio
Prudential PLC London, England, X0

7.86M
Shares

$414 Million
2.07% of portfolio
Us Bancorp \De\

7.37M
Shares

$388 Million
0.5% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

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