Institutional Ownership Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $926 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,122
shares
|
$50,041
0.0% of portfolio
|
Q4 2024
Reduced 96.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,070
shares
|
$47,722
0.0% of portfolio
|
Q4 2024
Reduced 96.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$43,440
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
753
shares
|
$33,583
0.01% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
687
shares
|
$30,640
0.01% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
570
shares
|
$25,422
0.0% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
560
shares
|
$24,976
0.0% of portfolio
|
Q4 2024
Reduced 86.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
553
shares
|
$24,663
0.0% of portfolio
|
Q4 2024
Reduced 33.37%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
496
shares
|
$22,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
462
shares
|
$20,605
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$20,070
0.0% of portfolio
|
Q3 2024
Reduced 82.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
406
shares
|
$18,107
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
304
shares
|
$13,558
0.01% of portfolio
|
Q4 2024
Added 22.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$13,380
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
272
shares
|
$12,131
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
245
shares
|
$10,927
0.0% of portfolio
|
Q4 2024
Reduced 39.05%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
211
shares
|
$9,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
188
shares
|
$8,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
188
shares
|
$8,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
172
shares
|
$7,671
0.0% of portfolio
|
Q4 2024
Reduced 63.48%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
136
shares
|
$6,065
0.0% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
123
shares
|
$5,485
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
67
shares
|
$2,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
59
shares
|
$2,631
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
59
shares
|
$2,631
0.0% of portfolio
|
Q4 2024
Added 1.72%
|