Enzi Wealth Ishares Trust Ishares 5 10 Yea Transaction History

Enzi Wealth

$242 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 18, 2023	SELL	$49.38 - $52.0 $133,227 - $140,296	-2,698 Reduced 36.96%	4,602 $235,000
Q4 2022 Jan 25, 2023	SELL	$47.0 - $50.83 $6,251 - $6,760	-133 Reduced 1.79%	7,300 $0
Q3 2022 Nov 14, 2022	BUY	$47.86 - $52.82 $355,743 - $392,611	7,433 New	7,433 $366,000

Others Institutions Holding IGIB

# of Institutions

642

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

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

54.5M
Shares

$2.78 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$548 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$430 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$379 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$369 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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