Purchases and Sales Made in Q4 2024 in Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE INVT GRADE ENH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 99.91% |
$51.1K - $53.7K
|
1
$44.6
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 20.74% |
$69.3K - $72.8K
|
5.99K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.69K- 18.28% |
$74.9K - $78.7K
|
7.57K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 0.54% |
$78.3K - $82.2K
|
326K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-2.14K- 18.06% |
$94.7K - $99.6K
|
9.72K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.81K- 35.66% |
$124K - $131K
|
5.08K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.5K- 36.18% |
$155K - $163K
|
6.18K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.52K- 86.26% |
$155K - $163K
|
560
$25K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.61K- 7.43% |
$160K - $168K
|
45K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 14.01% |
$172K - $181K
|
23.9K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.3K- 51.09% |
$190K - $200K
|
4.11K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 11.59% |
$204K - $214K
|
35.2K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.86K- 97.28% |
$215K - $226K
|
136
$6.07K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.51K- 13.95% |
$243K - $256K
|
34K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 34.11% |
$291K - $306K
|
12.7K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.63K- 43.96% |
$293K - $308K
|
8.45K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.84K- 53.61% |
$302K - $318K
|
5.92K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.95K- 82.1% |
$351K - $369K
|
1.73K
$77.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.57K- 39.17% |
$379K - $398K
|
13.3K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9K- 43.96% |
$398K - $418K
|
11.5K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.12K- 32.34% |
$403K - $423K
|
19.1K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 52.41% |
$544K - $572K
|
11.2K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 23.5% |
$558K - $586K
|
41.1K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 68.79% |
$562K - $591K
|
5.77K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 64.01% |
$622K - $654K
|
7.91K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 9.61% |
$706K - $742K
|
150K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.1K- 4.03% |
$798K - $839K
|
429K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20.8K- 99.72% |
$920K - $967K
|
59
$2.63K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-23K- 49.46% |
$1.01M - $1.07M
|
23.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-23.4K- 41.45% |
$1.03M - $1.09M
|
33K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-24.5K- 40.19% |
$1.09M - $1.14M
|
36.5K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 96.25% |
$1.27M - $1.34M
|
1.12K
$50K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.7K- 96.52% |
$1.31M - $1.38M
|
1.07K
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-29.8K- 89.65% |
$1.32M - $1.38M
|
3.44K
$153K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.7K- 48.62% |
$1.36M - $1.43M
|
32.5K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32.2K- 98.75% |
$1.42M - $1.49M
|
406
$18.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.3K- 76.65% |
$1.47M - $1.55M
|
10.1K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.5K- 86.65% |
$1.48M - $1.56M
|
5.16K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-42.7K- 88.62% |
$1.89M - $1.98M
|
5.48K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-46.9K- 67.7% |
$2.07M - $2.18M
|
22.4K
$998K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-50.6K- 89.04% |
$2.24M - $2.35M
|
6.22K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.4K- 89.95% |
$3.33M - $3.5M
|
8.43K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84.5K- 9.75% |
$3.74M - $3.93M
|
782K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120K- 51.03% |
$5.32M - $5.59M
|
115K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-121K- 92.09% |
$5.35M - $5.62M
|
10.4K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-160K- 16.23% |
$7.08M - $7.44M
|
827K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-182K- 88.8% |
$8.04M - $8.45M
|
22.9K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-215K- 46.0% |
$9.51M - $9.99M
|
253K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-216K- 32.71% |
$9.53M - $10M
|
444K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-248K- 38.74% |
$11M - $11.5M
|
392K
$17.5M
|