Strategic Wealth Investment Group, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$44.21 - $46.46 $427,289 - $449,035	9,665 New	9,665 $428,000

Others Institutions Holding IGEB

# of Institutions

216

Shares Held

30.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.63M
Shares

$295 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

2.21M
Shares

$98.1 Million
0.05% of portfolio
State Of New Jersey Common Pension Fund D

1.42M
Shares

$63.2 Million
0.28% of portfolio
Black Rock Inc. New York, NY

1.42M
Shares

$63.2 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

1.09M
Shares

$48.5 Million
2.3% of portfolio

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