Marcum Wealth, LLC Ishares 10+ Year Investment Gr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares 10+ Year Investment Gr stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,323 shares of IGLB stock, worth $418,230. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,323

Previous 8,114 2.58%

Holding current value

$418,230

Previous $434,000 5.3%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$49.36 - $53.72 $10,316 - $11,227	209 Added 2.58%	8,323 $411,000
Q3 2024 Oct 08, 2024	SELL	$49.38 - $54.19 $211,790 - $232,420	-4,289 Reduced 34.58%	8,114 $434,000
Q2 2024 Jul 02, 2024	BUY	$48.62 - $51.19 $69,866 - $73,560	1,437 Added 13.1%	12,403 $620,000
Q1 2024 Apr 10, 2024	SELL	$50.19 - $52.68 $2,961 - $3,108	-59 Reduced 0.54%	10,966 $564,000
Q4 2023 Jan 10, 2024	SELL	$44.56 - $53.36 $5,302 - $6,349	-119 Reduced 1.07%	11,025 $580,000
Q3 2023 Oct 10, 2023	BUY	$47.14 - $51.79 $317,582 - $348,909	6,737 Added 152.87%	11,144 $525,000
Q2 2023 Jul 13, 2023	BUY	$49.88 - $52.91 $219,821 - $233,174	4,407 New	4,407 $227,000

Others Institutions Holding IGLB

# of Institutions

241

Shares Held

41.7M

Call Options Held

105K

Put Options Held

61.7K

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About ISHARES 10+ YEAR INVESTMENT GR

Ticker IGLB
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Marcum Wealth, LLC Ishares 10+ Year Investment Gr Transaction History