Nwam LLC Ishares Interest Rate Hedged L Transaction History

Nwam LLC

$1.12 Billion
Q1 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$22.87 - $24.95 $305,337 - $333,107	-13,351 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	$24.59 - $25.54 $904,125 - $939,054	-36,768 Reduced 73.36%	13,351 $332,000
Q3 2021 Nov 03, 2021	BUY	$24.97 - $25.59 $545,244 - $558,783	21,836 Added 77.21%	50,119 $1.26 Million
Q2 2021 Aug 04, 2021	BUY	$24.98 - $25.71 $43,864 - $45,146	1,756 Added 6.62%	28,283 $717,000
Q1 2021 Apr 23, 2021	BUY	$24.57 - $25.58 $260,196 - $270,892	10,590 Added 66.45%	26,527 $678,000
Q4 2020 Jan 22, 2021	BUY	$23.27 - $24.96 $370,853 - $397,787	15,937 New	15,937 $398,000

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

$11.1 Million
0.0% of portfolio
Yeomans Consulting Group, Inc. Marietta, GA

395K
Shares

$9.36 Million
3.67% of portfolio
Sound Income Strategies, LLC

244K
Shares

$5.79 Million
0.38% of portfolio
Mml Investors Services, LLC Springfield, MA

153K
Shares

$3.62 Million
0.01% of portfolio
Integrity Alliance, Llc. Urbandale, IA

137K
Shares

$3.25 Million
0.13% of portfolio

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