United Capital Financial Advisers, LLC Ishares Tr Edge Invt Grade Enh Transaction History

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 252,561 shares of IGEB stock, worth $11.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

252,561

Previous 467,692 46.0%

Holding current value

$11.3 Million

Previous $21.7 Million 48.45%

% of portfolio

0.1%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$44.21 - $46.46 $9.51 Million - $9.99 Million	-215,131 Reduced 46.0%	252,561 $11.2 Million
Q3 2024 Nov 12, 2024	SELL	$43.99 - $46.63 $3.37 Million - $3.57 Million	-76,573 Reduced 14.07%	467,692 $21.7 Million
Q2 2024 Aug 14, 2024	BUY	$43.4 - $44.71 $12.5 Million - $12.8 Million	287,302 Added 111.81%	544,265 $24.1 Million
Q1 2024 May 15, 2024	SELL	$44.2 - $45.3 $532,300 - $545,547	-12,043 Reduced 4.48%	256,963 $11.5 Million
Q4 2023 Feb 14, 2024	BUY	$41.19 - $45.42 $11.1 Million - $12.2 Million	269,006 New	269,006 $12.2 Million

Others Institutions Holding IGEB

# of Institutions

180

Shares Held

20.8M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

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United Capital Financial Advisers, LLC Ishares Tr Edge Invt Grade Enh Transaction History