Spectrum Planning & Advisory Services Inc. Ishares 10+ Year Investment Gr Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 13, 2021	SELL	$69.28 - $72.07 $1.11 Million - $1.16 Million	-16,039 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$66.4 - $70.33 $707,757 - $749,647	-10,659 Reduced 39.92%	16,039 $1.13 Million
Q1 2021 Apr 27, 2021	BUY	$65.43 - $72.48 $1.75 Million - $1.94 Million	26,698 New	26,698 $1.78 Million

Others Institutions Holding IGLB

# of Institutions

239

Shares Held

41.7M

Call Options Held

105K

Put Options Held

61.7K

Black Rock Inc. New York, NY

5.35M
Shares

$269 Million
0.01% of portfolio
Envestnet Asset Management Inc

3.91M
Shares

$196 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

2.93M
Shares

$147 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.85M
Shares

$143 Million
0.72% of portfolio
River Front Investment Group, LLC Richmond, VA

1.71M
Shares

$86.1 Million
1.98% of portfolio

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