Synergy Asset Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Synergy Asset Management, LLC

$902 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 21, 2025	BUY	$52.55 - $54.37 $3.75 Million - $3.88 Million	71,419 New	71,419 $3.86 Million
Q4 2024 Jan 23, 2025	BUY	$51.33 - $53.74 $10,419 - $10,909	203 New	203 $10,000

Others Institutions Holding IGIB

# of Institutions

765

Shares Held

242M

Call Options Held

0

Put Options Held

4.2K

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

59.9M
Shares

$3.22 Billion
6.21% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

11.7M
Shares

$630 Million
0.11% of portfolio
Northern Trust Corp Chicago, IL

10.9M
Shares

$587 Million
0.08% of portfolio
Prudential PLC London, England, X0

9.25M
Shares

$497 Million
3.74% of portfolio
Envestnet Asset Management Inc

7.56M
Shares

$406 Million
0.13% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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