Wealth Alliance Ishares Tr Edge Invt Grade Enh Transaction History

Wealth Alliance

$811 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	SELL	$43.99 - $46.63 $6,114 - $6,481	-139 Reduced 2.48%	5,457 $253,000
Q2 2024 Aug 09, 2024	BUY	$43.4 - $44.71 $242,866 - $250,197	5,596 New	5,596 $248,000

Others Institutions Holding IGEB

# of Institutions

199

Shares Held

30.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.63M
Shares

$296 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

2.21M
Shares

$98.3 Million
0.05% of portfolio
State Of New Jersey Common Pension Fund D

1.42M
Shares

$63.4 Million
0.26% of portfolio
Black Rock Inc. New York, NY

1.42M
Shares

$63.3 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

1.09M
Shares

$48.6 Million
2.3% of portfolio

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 Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.