Forum Financial Management, LP Ishares Trust Ishares 5 10 Yea Transaction History

Forum Financial Management, LP

$5.24 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$50.83 - $52.07 $8.75 Million - $8.96 Million	172,084 New	172,084 $8.88 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

$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
Sector ETFs
Industry ETFs

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