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 $44.5 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

863,704

Previous 661,608 30.55%

Holding current value

$44.5 Million

Previous $33.5 Million 25.59%

% of portfolio

3.23%

Previous 2.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$48.57 - $50.82 $9.82 Million - $10.3 Million	202,096 Added 30.55%	863,704 $42 Million
Q2 2023 Aug 07, 2023	SELL	$50.09 - $51.62 $10 Million - $10.3 Million	-199,555 Reduced 23.17%	661,608 $33.5 Million
Q1 2023 May 03, 2023	BUY	$49.38 - $52.0 $7.44 Million - $7.84 Million	150,734 Added 21.22%	861,163 $44.2 Million
Q4 2022 Jan 19, 2023	BUY	$47.0 - $50.83 $3.62 Million - $3.92 Million	77,053 Added 12.17%	710,429 $0
Q3 2022 Oct 12, 2022	BUY	$47.86 - $52.82 $30.3 Million - $33.5 Million	633,376 New	633,376 $30.4 Million
Q3 2021 Oct 18, 2021	SELL	$60.06 - $61.16 $50.4 Million - $51.4 Million	-839,913 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$59.11 - $60.52 $49.6 Million - $50.8 Million	839,913 New	839,913 $50.7 Million
Q3 2020 Oct 15, 2020	SELL	$60.3 - $61.57 $56.3 Million - $57.5 Million	-933,456 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$54.37 - $60.39 $50.8 Million - $56.4 Million	933,456 New	933,456 $56.3 Million
Q4 2019 Jan 29, 2020	SELL	$57.47 - $58.27 $2.28 Million - $2.31 Million	-39,665 Closed	0 $0
Q3 2019 Oct 09, 2019	BUY	$56.54 - $58.42 $2.24 Million - $2.32 Million	39,665 New	39,665 $2.3 Million

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

View Full List

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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Polaris Wealth Advisory Group, LLC Ishares Trust Ishares 5 10 Yea Transaction History