Polaris Wealth Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Trust Ishares 5 10 Yea stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 863,704 shares of IGIB stock, worth $46.4 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
863,704
Previous 661,608
30.55%
Holding current value
$46.4 Million
Previous $33.5 Million
25.59%
% of portfolio
3.23%
Previous 2.58%
Shares
11 transactions
Others Institutions Holding IGIB
# of Institutions
761Shares 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