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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-29- 0.56% |
$1.28K - $1.35K
|
5.18K
$229K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$668K - $708K
|
15.2K
$670K
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-345- 4.17% |
$15.2K - $16.1K
|
7.93K
$350K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.07K- 82.11% |
$90.8K - $96.3K
|
450
$19.8K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-155- 0.49% |
$6.82K - $7.23K
|
31.2K
$1.38M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$396 - $420
|
14.5K
$638K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
820+ 3.03% |
$36.1K - $38.2K
|
27.9K
$1.23M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$271K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-139- 2.48% |
$6.11K - $6.48K
|
5.46K
$241K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.67% |
$396 - $420
|
1.34K
$59.1K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.22% |
$308 - $326
|
583
$25.7K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3- 0.05% |
$132 - $140
|
5.89K
$260K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
250K+ 21.33% |
$11M - $11.7M
|
1.42M
$62.7M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 29.36% |
$75.1K - $79.6K
|
7.52K
$332K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.29% |
$88 - $93.3
|
690
$30.4K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.38M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
622New |
$27.4K - $29K
|
622
$27.4K
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.6K+ 27.96% |
$246K - $261K
|
25.6K
$1.13M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$276K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-669- 4.0% |
$29.4K - $31.2K
|
16.1K
$708K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$501K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
540+ 0.65% |
$23.8K - $25.2K
|
83.9K
$3.7M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$88 - $93.3
|
935
$41.2K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
59New |
$2.6K - $2.75K
|
59
$2.6K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 36.94% |
$220K - $233K
|
8.53K
$376K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
203+ 1.27% |
$8.93K - $9.47K
|
16.2K
$716K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-217- 2.9% |
$9.55K - $10.1K
|
7.25K
$320K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.63% |
$44.7K - $47.4K
|
19.1K
$841K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.84K+ 50.66% |
$257K - $272K
|
17.4K
$766K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.8K+ 7.57% |
$387K - $410K
|
125K
$5.52M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 17.55% |
$310K - $329K
|
47.2K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.37M
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 0.09% |
$572 - $606
|
14.7K
$651K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.3K+ 97.86% |
$1.95M - $2.07M
|
89.6K
$3.95M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
543New |
$23.9K - $25.3K
|
543
$24K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 6.79% |
$29.7K - $31.5K
|
10.6K
$468K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 0.37% |
$1.63K - $1.73K
|
10.1K
$444K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
193New |
$8.49K - $9K
|
193
$8.51K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$469K - $497K
|
10.7K
$470K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 16.71% |
$226K - $240K
|
35.9K
$1.58M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 42.99% |
$106K - $113K
|
8.04K
$354K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$244K - $258K
|
5.54K
$244K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.34K+ 10.69% |
$59.1K - $62.6K
|
13.9K
$613K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-86- 4.54% |
$3.78K - $4.01K
|
1.81K
$79.8K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-160- 3.19% |
$7.04K - $7.46K
|
4.86K
$214K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-356- 26.77% |
$15.7K - $16.6K
|
974
$43K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.5K- 5.58% |
$65.9K - $69.9K
|
25.3K
$1.12M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.19K- 1.35% |
$52.1K - $55.3K
|
86.5K
$3.82M
|