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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
230New |
$9.98K - $10.3K
|
230
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.74KNew |
$249K - $257K
|
5.74K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.88KNew |
$81.7K - $84.1K
|
1.88K
$85.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 18.52% |
$50.9K - $52.4K
|
5.16K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
108New |
$4.69K - $4.83K
|
108
$4.93K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3K+ 151.09% |
$1.3M - $1.33M
|
48.8K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
68+ 5.58% |
$3.01K - $3.08K
|
1.29K
$58.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.2K+ 111.63% |
$804K - $824K
|
34.5K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
67New |
$2.96K - $3.04K
|
67
$3.06K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.7K+ 32.56% |
$164K - $168K
|
15.1K
$688K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
161New |
$7.12K - $7.29K
|
161
$7.35K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.24KNew |
$50.9K - $56.1K
|
1.24K
$56.4K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.42K+ 0.54% |
$58.4K - $64.4K
|
263K
$12M
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.59K- 15.93% |
$67.4K - $70.5K
|
8.39K
$383K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
30KNew |
$1.31M - $1.35M
|
30K
$1.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
1.15K+ 18.01% |
$50.2K - $51.7K
|
7.53K
$344K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.82KNew |
$208K - $219K
|
4.82K
$220K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$228K - $240K
|
5.27K
$240K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.4KNew |
$428K - $463K
|
10.4K
$474K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
59New |
$2.43K - $2.63K
|
59
$2.69K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.82KNew |
$199K - $215K
|
4.82K
$220K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
18.4KNew |
$775K - $851K
|
18.4K
$842K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-404- 7.19% |
$17K - $18.6K
|
5.21K
$238K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-333Closed |
$14.6K - $16.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-844- 3.96% |
$37K - $41K
|
20.5K
$934K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-40.8KClosed |
$1.79M - $1.99M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-142Closed |
$6.23K - $6.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-96Closed |
$4.59K - $5.02K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-24.3KClosed |
$1.28M - $1.32M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-281Closed |
$14.8K - $15.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.21KClosed |
$63.1K - $66.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
PUT |
-434KClosed |
$23.5M - $24.1M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.32KClosed |
$289K - $296K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.39KClosed |
$75.4K - $77.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.4KClosed |
$75.9K - $78.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-155Closed |
$7.55K - $8.43K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
320New |
$14.4K - $17.2K
|
320
$14.6K
|
|
| Q1 2019 | |||||||
|
Apr 11, 2019
Q1 2019
|
Pflug Koory, LLC
|
BUY
|
- |
8.95KNew |
$424K - $445K
|
8.95K
$408K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27.1KClosed |
$1.29M - $1.32M
|
0
$0
|
|