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 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.5K+ 114.74% |
$774K - $813K
|
32.8K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-42.7K- 88.62% |
$1.89M - $1.98M
|
5.48K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.1K+ 40.68% |
$2.08M - $2.19M
|
163K
$7.19M
|
|
|
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 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 22.09% |
$2.43K - $2.56K
|
304
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.91K+ 61.54% |
$129K - $135K
|
7.64K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.73K+ 46.73% |
$121K - $127K
|
8.58K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 20.74% |
$69.3K - $72.8K
|
5.99K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.86K- 97.28% |
$215K - $226K
|
136
$6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 33.37% |
$12.2K - $12.9K
|
553
$24.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 0.65% |
$12.6K - $13.2K
|
43.5K
$1.92M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 17.43% |
$93.2K - $98.8K
|
10K
$442K
|
|
|
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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50+ 12.14% |
$2.2K - $2.33K
|
462
$20.4K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
954+ 2.91% |
$42K - $44.5K
|
33.7K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.92K- 15.15% |
$173K - $183K
|
22K
$969K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
243+ 4.75% |
$10.7K - $11.3K
|
5.36K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.48KNew |
$197K - $209K
|
4.48K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 6.29% |
$70.5K - $74.7K
|
27.1K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-621- 1.56% |
$27.3K - $29K
|
39.2K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 2.24% |
$7.13K - $7.55K
|
7.39K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
708+ 1.0% |
$31.1K - $33K
|
71.3K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 32.96% |
$184K - $196K
|
16.9K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
810+ 3.85% |
$35.6K - $37.8K
|
21.8K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$196K - $207K
|
4.45K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-37- 0.79% |
$1.63K - $1.73K
|
4.67K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 21.28% |
$63.3K - $67.1K
|
5.32K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 14.19% |
$499K - $529K
|
91.3K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
888+ 2.48% |
$39.1K - $41.4K
|
36.7K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
956+ 19.17% |
$42.1K - $44.6K
|
5.94K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.53K+ 10.37% |
$67.1K - $71.2K
|
16.2K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70.7K+ 131.65% |
$3.11M - $3.29M
|
124K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
768+ 2.82% |
$33.8K - $35.8K
|
28K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
254+ 2.69% |
$11.2K - $11.8K
|
9.7K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.66K- 2.79% |
$72.8K - $77.2K
|
57.6K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
186+ 1.58% |
$8.18K - $8.67K
|
12K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.01K+ 28.41% |
$88.6K - $93.9K
|
9.1K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
40.2KNew |
$1.77M - $1.87M
|
40.2K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.73K+ 24.7% |
$120K - $127K
|
13.8K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246- 47.49% |
$10.8K - $11.5K
|
272
$12K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
82+ 22.59% |
$3.61K - $3.82K
|
445
$19.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 1.89% |
$60.4K - $64.1K
|
74.1K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
51New |
$2.24K - $2.38K
|
51
$2.25K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.12% |
$88 - $93.3
|
177
$7.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
67New |
$2.95K - $3.12K
|
67
$2.96K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 113.03% |
$1.1M - $1.17M
|
47.3K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 13.14% |
$81.2K - $86.1K
|
15.9K
$701K
|
|