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
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-155- 0.49% |
$6.82K - $7.23K
|
31.2K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.07K- 82.11% |
$90.8K - $96.3K
|
450
$20.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-345- 4.17% |
$15.2K - $16.1K
|
7.93K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$668K - $708K
|
15.2K
$693K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-29- 0.56% |
$1.28K - $1.35K
|
5.18K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 13.14% |
$81.2K - $86.1K
|
15.9K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 113.03% |
$1.1M - $1.17M
|
47.3K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$396 - $420
|
14.5K
$660K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
820+ 3.03% |
$36.1K - $38.2K
|
27.9K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.29% |
$88 - $93.3
|
690
$31.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 29.36% |
$75.1K - $79.6K
|
7.52K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3- 0.05% |
$132 - $140
|
5.89K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.22% |
$308 - $326
|
583
$26.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.67% |
$396 - $420
|
1.34K
$61.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-139- 2.48% |
$6.11K - $6.48K
|
5.46K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$88 - $93.3
|
935
$42.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.84K+ 50.66% |
$257K - $272K
|
17.4K
$793K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.63% |
$44.7K - $47.4K
|
19.1K
$870K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 17.55% |
$310K - $329K
|
47.2K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.8K+ 7.57% |
$387K - $410K
|
125K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
543New |
$23.9K - $25.3K
|
543
$24.8K
|
|
|
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
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 0.09% |
$572 - $606
|
14.7K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 0.37% |
$1.63K - $1.73K
|
10.1K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 6.79% |
$29.7K - $31.5K
|
10.6K
$484K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$469K - $497K
|
10.7K
$486K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 16.71% |
$226K - $240K
|
35.9K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 42.99% |
$106K - $113K
|
8.04K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.34K+ 10.69% |
$59.1K - $62.6K
|
13.9K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$244K - $258K
|
5.54K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-86- 4.54% |
$3.78K - $4.01K
|
1.81K
$82.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-160- 3.19% |
$7.04K - $7.46K
|
4.86K
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-356- 26.77% |
$15.7K - $16.6K
|
974
$44.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.5K- 5.58% |
$65.9K - $69.9K
|
25.3K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
153+ 1.37% |
$6.73K - $7.13K
|
11.3K
$517K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16- 0.33% |
$704 - $746
|
4.83K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.61K+ 11.56% |
$115K - $122K
|
25.2K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-618- 71.78% |
$27.2K - $28.8K
|
243
$11.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
211New |
$9.28K - $9.84K
|
211
$9.63K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
112KNew |
$4.85M - $5M
|
112K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4M+ 5773.0% |
$60.6M - $62.4M
|
1.42M
$64.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
3.63KNew |
$157K - $162K
|
3.63K
$166K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$222K - $229K
|
5.12K
$234K
|
|