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 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.3K- 76.65% |
$1.47M - $1.55M
|
10.1K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
57.7KNew |
$2.55M - $2.68M
|
57.7K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.1K- 4.81% |
$48.7K - $51.2K
|
21.8K
$969K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$44.2 - $46.5
|
1
$44.5
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.65% |
$88.4 - $92.9
|
123
$5.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.42K+ 13.86% |
$151K - $159K
|
28.1K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14K+ 26.2% |
$617K - $648K
|
67.2K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-46.9K- 67.7% |
$2.07M - $2.18M
|
22.4K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151+ 0.42% |
$6.68K - $7.02K
|
36.1K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-27- 0.17% |
$1.19K - $1.25K
|
16.2K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67KNew |
$427K - $449K
|
9.67K
$430K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.0% |
$105K - $110K
|
41.8K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.4K- 89.95% |
$3.33M - $3.5M
|
8.43K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.21K+ 6.45% |
$97.8K - $103K
|
36.5K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9K- 43.96% |
$398K - $418K
|
11.5K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 34.11% |
$291K - $306K
|
12.7K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
215KNew |
$9.52M - $10M
|
215K
$9.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.1K+ 40.68% |
$2.08M - $2.19M
|
163K
$7.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.87K+ 7.81% |
$171K - $180K
|
53.4K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-42.7K- 88.62% |
$1.89M - $1.98M
|
5.48K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.5K+ 114.74% |
$774K - $813K
|
32.8K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-715- 1.18% |
$31.6K - $33.2K
|
59.7K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.91K+ 61.54% |
$129K - $135K
|
7.64K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-248K- 38.74% |
$11M - $11.5M
|
392K
$17.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 22.09% |
$2.43K - $2.56K
|
304
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72.5K+ 40.18% |
$3.2M - $3.37M
|
253K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.73K+ 46.73% |
$121K - $127K
|
8.58K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
16.2K+ 42.36% |
$714K - $750K
|
54.3K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.17K+ 176.46% |
$406K - $426K
|
14.4K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 20.74% |
$69.3K - $72.8K
|
5.99K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.5K+ 77.21% |
$332K - $349K
|
17.2K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
152K+ 16.22% |
$6.73M - $7.08M
|
1.09M
$48.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-279K- 82.27% |
$12.3M - $12.9M
|
60K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.86K- 97.28% |
$215K - $226K
|
136
$6.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 33.37% |
$12.2K - $12.9K
|
553
$24.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14K+ 32.65% |
$620K - $652K
|
57K
$2.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 0.65% |
$12.6K - $13.2K
|
43.5K
$1.93M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.9K+ 3.26% |
$702K - $738K
|
503K
$22.4M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.7K- 9.12% |
$2.98M - $3.16M
|
675K
$30M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 17.43% |
$93.2K - $98.8K
|
10K
$446K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.3K+ 23.64% |
$57.2K - $60.6K
|
6.8K
$302K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
564New |
$24.8K - $26.3K
|
564
$25.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-925K- 97.04% |
$40.7M - $43.1M
|
28.2K
$1.25M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.93K- 20.04% |
$261K - $277K
|
23.7K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
243+ 4.75% |
$10.7K - $11.3K
|
5.36K
$238K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.92K- 15.15% |
$173K - $183K
|
22K
$977K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 12.14% |
$2.2K - $2.33K
|
462
$20.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.13% |
$264 - $280
|
536
$23.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 8.25% |
$2.21M - $2.34M
|
659K
$29.3M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
954+ 2.91% |
$42K - $44.5K
|
33.7K
$1.5M
|
|