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

Waller Financial Planning Group, Inc

  • $443 Million
  • Q4 2025

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 578,964 shares of IGEB stock, worth $26.4 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
578,964
Previous 506,071 14.4%
Holding current value
$26.4 Million
Previous $23.3 Million 13.36%
% of portfolio
5.96%
Previous 5.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$45.63 - $46.44 $3.33 Million - $3.39 Million
72,893 Added 14.4%
578,964 $26.4 Million
Q3 2025

Oct 09, 2025
BUY
$44.82 - $46.28 $489,075 - $505,007
10,912 Added 2.2%
506,071 $23.3 Million
Q2 2025

Jul 02, 2025
BUY
$43.65 - $45.44 $285,601 - $297,313
6,543 Added 1.34%
495,159 $22.5 Million
Q1 2025

Apr 02, 2025
SELL
$43.76 - $45.31 $643,228 - $666,011
-14,699 Reduced 2.92%
488,616 $22 Million
Q4 2024

Jan 03, 2025
BUY
$44.21 - $46.46 $701,966 - $737,691
15,878 Added 3.26%
503,315 $22.3 Million
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
196
Shares Held
28.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE INVT GRADE ENH

IGEB Quotes by TradingView
  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
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