Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
72.9K+ 14.4% |
$3.33M - $3.39M
|
579K
$26.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
55.7K+ 5.13% |
$2.54M - $2.59M
|
1.14M
$52.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.7K+ 5.41% |
$2.08M - $2.12M
|
891K
$40.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42.1K+ 31.99% |
$1.92M - $1.95M
|
174K
$7.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
35.4K+ 46.8% |
$1.61M - $1.64M
|
111K
$5.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
26.6K+ 4.91% |
$1.21M - $1.24M
|
569K
$26M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
24.7KNew |
$1.13M - $1.14M
|
24.7K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20.7K+ 76.29% |
$942K - $959K
|
47.7K
$2.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.7K+ 5.29% |
$671K - $683K
|
293K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.1K+ 19.35% |
$643K - $654K
|
86.9K
$3.96M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.1K+ 32.36% |
$552K - $562K
|
49.5K
$2.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2K+ 10.49% |
$513K - $522K
|
118K
$5.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 35.41% |
$506K - $515K
|
42.4K
$1.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
11KNew |
$500K - $509K
|
11K
$500K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.5K+ 5.87% |
$433K - $441K
|
171K
$7.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.93K+ 4.72% |
$362K - $368K
|
176K
$8.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
6.13K+ 14.94% |
$279K - $284K
|
47.1K
$2.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.42KNew |
$202K - $205K
|
4.42K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.17K+ 2.87% |
$190K - $194K
|
150K
$6.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.95K+ 34.07% |
$180K - $184K
|
15.6K
$710K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 12.41% |
$167K - $170K
|
33.1K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
3.51K+ 4.83% |
$160K - $163K
|
76.2K
$3.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.15K+ 1.99% |
$144K - $146K
|
161K
$7.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.19K+ 3.34% |
$99.9K - $102K
|
67.7K
$3.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.06K+ 5.16% |
$93.8K - $95.5K
|
41.9K
$1.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.97K+ 3.92% |
$90.1K - $91.7K
|
52.4K
$2.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.54K+ 27.61% |
$70.2K - $71.5K
|
7.11K
$325K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.17K+ 4.66% |
$53.6K - $54.5K
|
26.4K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.17K+ 7.75% |
$53.2K - $54.1K
|
16.2K
$740K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
613+ 2.92% |
$28K - $28.5K
|
21.6K
$985K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
377+ 2900.0% |
$17.2K - $17.5K
|
390
$17.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
334+ 4.51% |
$15.2K - $15.5K
|
7.75K
$353K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
88+ 1.42% |
$4.02K - $4.09K
|
6.28K
$287K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65+ 1.21% |
$2.97K - $3.02K
|
5.46K
$249K
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
7+ 0.07% |
$319 - $325
|
9.4K
$429K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7+ 0.92% |
$319 - $325
|
764
$34.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.56% |
$91.3 - $92.9
|
130
$5.93K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-137- 0.19% |
$6.25K - $6.36K
|
73K
$3.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 5.72% |
$89.3K - $90.9K
|
32.2K
$1.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.34K- 41.89% |
$107K - $109K
|
3.24K
$148K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.33K- 11.6% |
$197K - $201K
|
33K
$1.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-5.14K- 7.14% |
$234K - $239K
|
66.8K
$3.05M
|
|