Vertex Planning Partners, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 13,171 shares of IGEB stock, worth $589,929. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,171

Previous 10,082 30.64%

Holding current value

$589,929

Previous $447 Million 32.56%

% of portfolio

0.13%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$43.76 - $45.31 $135,174 - $139,962	3,089 Added 30.64%	13,171 $593 Million
Q4 2024 Feb 12, 2025	BUY	$44.21 - $46.46 $22,281 - $23,415	504 Added 5.26%	10,082 $447 Million
Q3 2024 Nov 07, 2024	BUY	$43.99 - $46.63 $24,106 - $25,553	548 Added 6.07%	9,578 $445 Million
Q2 2024 Aug 13, 2024	BUY	$43.4 - $44.71 $1,475 - $1,520	34 Added 0.38%	9,030 $401 Million
Q1 2024 May 13, 2024	BUY	$44.2 - $45.3 $397,623 - $407,518	8,996 New	8,996 $403 Million

Others Institutions Holding IGEB

# of Institutions

166

Shares Held

22.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
Sector ETFs
Industry ETFs

More about IGEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Tr Edge Invt Grade Enh Transaction History