Kelly Financial Services LLC Ishares Tr Edge Invt Grade Enh Transaction History

Kelly Financial Services LLC

$328 Million
Q4 2025

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Kelly Financial Services LLC holds 86,851 shares of IGEB stock, worth $3.96 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

86,851

Previous 72,768 19.35%

Holding current value

$3.96 Million

Previous $3.35 Million 18.3%

% of portfolio

1.21%

Previous 1.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$45.63 - $46.44 $642,607 - $654,014	14,083 Added 19.35%	86,851 $3.96 Million
Q3 2025 Oct 14, 2025	BUY	$44.82 - $46.28 $590,413 - $609,646	13,173 Added 22.1%	72,768 $3.35 Million
Q2 2025 Jul 17, 2025	BUY	$43.65 - $45.44 $2.6 Million - $2.71 Million	59,595 New	59,595 $2.71 Million
Q3 2024 Oct 08, 2024	SELL	$43.99 - $46.63 $52,128 - $55,256	-1,185 Reduced 1.35%	86,510 $4.02 Million
Q2 2024 Aug 12, 2024	BUY	$43.4 - $44.71 $3.81 Million - $3.92 Million	87,695 New	87,695 $3.89 Million

Others Institutions Holding IGEB

# of Institutions

196

Shares Held

28.6M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

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Kelly Financial Services LLC Ishares Tr Edge Invt Grade Enh Transaction History