J.W. Cole Advisors, Inc. Ishares Interest Rate Hedged L Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$24.05 - $24.68 $15,151 - $15,548	-630 Reduced 4.83%	12,413 $305,000
Q2 2023 Jul 27, 2023	BUY	$22.93 - $23.76 $299,075 - $309,901	13,043 New	13,043 $309,000

Others Institutions Holding IGBH

# of Institutions

39

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

468K
Shares

$11.2 Million
0.0% of portfolio
Yeomans Consulting Group, Inc. Marietta, GA

395K
Shares

$9.49 Million
3.67% of portfolio
Sound Income Strategies, LLC

244K
Shares

$5.87 Million
0.38% of portfolio
Mml Investors Services, LLC Springfield, MA

153K
Shares

$3.66 Million
0.01% of portfolio
Integrity Alliance, Llc. Urbandale, IA

137K
Shares

$3.29 Million
0.13% of portfolio

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