Latest Institutional Transactions on Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information on the latest institutional transactions involving Ishares Tr Edge Invt Grade Enh (IGEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 0.65% |
$12.6K - $13.2K
|
43.5K
$1.91M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.9K+ 3.26% |
$702K - $738K
|
503K
$22.1M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.7K- 9.12% |
$2.98M - $3.16M
|
675K
$29.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 17.43% |
$93.2K - $98.8K
|
10K
$440K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.3K+ 23.64% |
$57.2K - $60.6K
|
6.8K
$298K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
564New |
$24.8K - $26.3K
|
564
$24.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-925K- 97.04% |
$40.7M - $43.1M
|
28.2K
$1.24M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.93K- 20.04% |
$261K - $277K
|
23.7K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 8.25% |
$2.21M - $2.34M
|
659K
$28.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.92K- 15.15% |
$173K - $183K
|
22K
$964K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.13% |
$264 - $280
|
536
$23.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 12.14% |
$2.2K - $2.33K
|
462
$20.3K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
954+ 2.91% |
$42K - $44.5K
|
33.7K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
243+ 4.75% |
$10.7K - $11.3K
|
5.36K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$196K - $207K
|
4.45K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
810+ 3.85% |
$35.6K - $37.8K
|
21.8K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.2K+ 20.78% |
$1.55M - $1.64M
|
205K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 32.96% |
$184K - $196K
|
16.9K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
708+ 1.0% |
$31.1K - $33K
|
71.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 2.24% |
$7.13K - $7.55K
|
7.39K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.9K+ 74.4% |
$1.01M - $1.07M
|
53.7K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 0.89% |
$45K - $47.7K
|
116K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.62K- 33.29% |
$203K - $216K
|
9.27K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
121K+ 1152.6% |
$5.32M - $5.64M
|
131K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198K+ 48.88% |
$8.69M - $9.21M
|
602K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-621- 1.56% |
$27.3K - $29K
|
39.2K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 7761.5% |
$2.05M - $2.17M
|
47.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 6.29% |
$70.5K - $74.7K
|
27.1K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.48KNew |
$197K - $209K
|
4.48K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 15.18% |
$5.02M - $5.33M
|
867K
$38M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 8.26% |
$791K - $838K
|
236K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 2.48% |
$528 - $560
|
471
$20.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
162+ 3.93% |
$7.13K - $7.55K
|
4.28K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6.3KNew |
$277K - $294K
|
6.3K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32.2K+ 3153.53% |
$1.41M - $1.5M
|
33.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.33K+ 5.71% |
$58.7K - $62.2K
|
24.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 21.28% |
$63.3K - $67.1K
|
5.32K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$1.03M - $1.09M
|
23.5K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 5.32% |
$798K - $846K
|
359K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 10.84% |
$64.8K - $68.7K
|
15.1K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.14K+ 12.44% |
$226K - $239K
|
46.4K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34K- 3.81% |
$1.49M - $1.58M
|
858K
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 32.49% |
$6.88M - $7.29M
|
638K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 41.38% |
$5.05M - $5.35M
|
392K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21K+ 460.69% |
$923K - $978K
|
25.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-37- 0.79% |
$1.63K - $1.73K
|
4.67K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-418- 4.74% |
$18.4K - $19.5K
|
8.41K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-448- 1.48% |
$19.7K - $20.9K
|
29.9K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.6K+ 129.19% |
$4.12M - $4.36M
|
166K
$7.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.87K+ 4.98% |
$126K - $134K
|
60.5K
$2.65M
|
|