Charter Oak Capital Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History
Charter Oak Capital Management, LLC
- $1.27 Billion
- Q3 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,427,742 shares of IGIB stock, worth $76.8 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
1,427,742
Previous 1,284,697
11.13%
Holding current value
$76.8 Million
Previous $68.5 Million
12.8%
% of portfolio
6.08%
Previous 5.8%
Shares
10 transactions
Others Institutions Holding IGIB
# of Institutions
762Shares Held
241MCall Options Held
0Put Options Held
4.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.9MShares$3.22 Billion6.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11.7MShares$630 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL10.9MShares$587 Million0.08% of portfolio
-
Prudential PLC London, England, X09.25MShares$497 Million3.74% of portfolio
-
Envestnet Asset Management Inc7.56MShares$406 Million0.13% of portfolio