Altus Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Altus Wealth Management, LLC

$221 Million
Q4 2024

A detailed history of Altus Wealth Management, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Altus Wealth Management, LLC holds 41,778 shares of IGEB stock, worth $1.86 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

41,778

Previous 39,412 6.0%

Holding current value

$1.86 Million

Previous $1.83 Million 1.2%

% of portfolio

0.84%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$44.21 - $46.46 $104,600 - $109,924	2,366 Added 6.0%	41,778 $1.85 Million
Q3 2024 Oct 17, 2024	BUY	$43.99 - $46.63 $299,527 - $317,503	6,809 Added 20.88%	39,412 $1.83 Million
Q2 2024 Jul 19, 2024	BUY	$43.4 - $44.71 $17,880 - $18,420	412 Added 1.28%	32,603 $1.45 Million
Q1 2024 Apr 15, 2024	SELL	$44.2 - $45.3 $34,166 - $35,016	-773 Reduced 2.34%	32,191 $1.44 Million
Q4 2023 Jan 25, 2024	BUY	$41.19 - $45.42 $29,492 - $32,520	716 Added 2.22%	32,964 $1.49 Million
Q3 2023 Oct 16, 2023	BUY	$42.38 - $44.35 $1.37 Million - $1.43 Million	32,248 New	32,248 $1.37 Million

Others Institutions Holding IGEB

# of Institutions

206

Shares Held

30.4M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
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Altus Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History