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 $21.8 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
487,437
Previous 479,341 1.69%
Holding current value
$21.8 Million
Previous $21.3 Million 6.53%
% of portfolio
5.62%
Previous 5.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR EDGE INVT GRADE ENH


  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
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