Waller Financial Planning Group, Inc Ishares Tr Edge Invt Grade Enh Transaction History

Waller Financial Planning Group, Inc

$403 Million
Q3 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 487,437 shares of IGEB stock, worth $22.1 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

487,437

Previous 479,341 1.69%

Holding current value

$22.1 Million

Previous $21.3 Million 6.53%

% of portfolio

5.62%

Previous 5.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	BUY	$43.99 - $46.63 $356,143 - $377,516	8,096 Added 1.69%	487,437 $22.7 Million
Q2 2024 Jul 02, 2024	BUY	$43.4 - $44.71 $233,969 - $241,031	5,391 Added 1.14%	479,341 $21.3 Million
Q1 2024 Apr 02, 2024	BUY	$44.2 - $45.3 $156,689 - $160,588	3,545 Added 0.75%	473,950 $21.3 Million
Q4 2023 Jan 03, 2024	BUY	$41.19 - $45.42 $158,169 - $174,412	3,840 Added 0.82%	470,405 $21.3 Million
Q3 2023 Oct 18, 2023	SELL	$42.38 - $44.35 $46,914 - $49,095	-1,107 Reduced 0.24%	466,565 $19.8 Million
Q2 2023 Jul 05, 2023	BUY	$43.61 - $44.97 $792,001 - $816,700	18,161 Added 4.04%	467,672 $20.7 Million
Q1 2023 Apr 18, 2023	BUY	$43.25 - $45.53 $19.4 Million - $20.5 Million	449,511 New	449,511 $20.1 Million

Others Institutions Holding IGEB

# of Institutions

231

Shares Held

30.9M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

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Waller Financial Planning Group, Inc Ishares Tr Edge Invt Grade Enh Transaction History