Allworth Financial LP Ishares Interest Rate Hedged L Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	SELL	$23.51 - $24.34 $10,461 - $10,831	-445 Reduced 27.59%	1,168 $28,000
Q2 2024 Jul 23, 2024	BUY	$24.25 - $24.7 $39,115 - $39,841	1,613 New	1,613 $39,000

Others Institutions Holding IGBH

# of Institutions

38

Shares Held

1.64M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

444K
Shares

$10.9 Million
0.0% of portfolio
Yeomans Consulting Group, Inc. Marietta, GA

390K
Shares

$9.53 Million
3.55% of portfolio
Sound Income Strategies, LLC

250K
Shares

$6.1 Million
0.41% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

92.3K
Shares

$2.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

88.5K
Shares

$2.16 Million
0.0% of portfolio

About ISHARES INTEREST RATE HEDGED L

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