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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
80+ 1.35% |
$3.54K - $3.72K
|
6.02K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.19K+ 222.76% |
$52.8K - $55.5K
|
1.73K
$76.3K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-277- 4.67% |
$12.2K - $12.9K
|
5.66K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.52K+ 17.71% |
$200K - $210K
|
30.1K
$1.33M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110KNew |
$4.86M - $5.11M
|
110K
$4.85M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 96.25% |
$1.27M - $1.34M
|
1.12K
$49.5K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.61K- 7.43% |
$160K - $168K
|
45K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.7KNew |
$873K - $917K
|
19.7K
$871K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
32.7K+ 480.59% |
$1.44M - $1.52M
|
39.5K
$1.74M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.7K- 96.52% |
$1.31M - $1.38M
|
1.07K
$47.2K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
87.1K+ 19.6% |
$3.85M - $4.05M
|
531K
$23.4M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-121K- 92.09% |
$5.35M - $5.62M
|
10.4K
$459K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-407K- 71.79% |
$18M - $18.9M
|
160K
$7.06M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120K- 51.03% |
$5.32M - $5.59M
|
115K
$5.09M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 64.01% |
$622K - $654K
|
7.91K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-216K- 32.71% |
$9.53M - $10M
|
444K
$19.6M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-215K- 46.0% |
$9.51M - $9.99M
|
253K
$11.1M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-182K- 88.8% |
$8.04M - $8.45M
|
22.9K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.1KNew |
$447K - $470K
|
10.1K
$446K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 99.91% |
$51.1K - $53.7K
|
1
$44.1
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-582K- 86.21% |
$25.7M - $27M
|
93.1K
$4.11M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
504+ 5.26% |
$22.3K - $23.4K
|
10.1K
$445K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 11.59% |
$204K - $214K
|
35.2K
$1.55M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.99K+ 16.63% |
$87.8K - $92.3K
|
13.9K
$614K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.12K- 32.34% |
$403K - $423K
|
19.1K
$841K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 1243.83% |
$89.1K - $93.6K
|
2.18K
$96K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.13M- 77.33% |
$227M - $238M
|
1.5M
$66.3M
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.81K- 35.66% |
$124K - $131K
|
5.08K
$224K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13.7KNew |
$608K - $638K
|
13.7K
$606K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.69K- 18.28% |
$74.9K - $78.7K
|
7.57K
$334K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-887K- 40.21% |
$39.2M - $41.2M
|
1.32M
$58.2M
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-661- 15.43% |
$29.2K - $30.7K
|
3.62K
$160K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 43.97% |
$606K - $637K
|
44.9K
$1.98M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.41KNew |
$239K - $251K
|
5.41K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.62K+ 15.12% |
$248K - $261K
|
42.8K
$1.89M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.57K- 39.17% |
$379K - $398K
|
13.3K
$587K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.17K+ 12.73% |
$228K - $240K
|
45.7K
$2.02M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.8K+ 45.71% |
$1.1M - $1.15M
|
79.1K
$3.49M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-767K- 93.11% |
$33.9M - $35.6M
|
56.7K
$2.5M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-274- 2.63% |
$12.1K - $12.7K
|
10.2K
$448K
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
5.54K+ 12.15% |
$245K - $257K
|
51.1K
$2.25M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 43.77% |
$58.9K - $61.9K
|
4.38K
$193K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 9.61% |
$706K - $742K
|
150K
$6.62M
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.51KNew |
$288K - $303K
|
6.51K
$287K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.5K- 86.65% |
$1.48M - $1.56M
|
5.16K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-23.4K- 41.45% |
$1.03M - $1.09M
|
33K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.6K- 23.5% |
$558K - $586K
|
41.1K
$1.81M
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.52KNew |
$288K - $303K
|
6.52K
$288K
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-50.6K- 89.04% |
$2.24M - $2.35M
|
6.22K
$274K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.7K- 48.62% |
$1.36M - $1.43M
|
32.5K
$1.43M
|