Comprehensive Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 15,073 shares of IGEB stock, worth $673,310. This represents 0.53% of its overall portfolio holdings.

Number of Shares
15,073
Previous 11,371 32.56%
Holding current value
$673,310
Previous $514,000 31.52%
% of portfolio
0.53%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$44.2 - $45.3 $163,628 - $167,700
3,702 Added 32.56%
15,073 $676,000
Q4 2023

Jan 12, 2024
SELL
$41.19 - $45.42 $113,025 - $124,632
-2,744 Reduced 19.44%
11,371 $514,000
Q3 2023

Jan 12, 2024
BUY
$42.38 - $44.35 $240,294 - $251,464
5,670 Added 67.14%
14,115 $598,000
Q2 2023

Jan 12, 2024
BUY
$43.61 - $44.97 $368,286 - $379,771
8,445 New
8,445 $373,000

Others Institutions Holding IGEB

# of Institutions
95
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE INVT GRADE ENH

IGEB Quotes by TradingView
  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email