Latest Institutional Purchases of Ishares Tr Edge Invt Grade Enh (IGEB)
This list provides information on the latest institutional transactions involving Ishares Tr Edge Invt Grade Enh (IGEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
42.1K+ 31.99% |
$1.92M - $1.95M
|
174K
$7.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20.7K+ 76.29% |
$942K - $959K
|
47.7K
$2.18M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.5K+ 5.87% |
$433K - $441K
|
171K
$7.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.19K+ 3.34% |
$99.9K - $102K
|
67.7K
$3.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.54K+ 27.61% |
$70.2K - $71.5K
|
7.11K
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.17K+ 7.75% |
$53.2K - $54.1K
|
16.2K
$740K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
88+ 1.42% |
$4.02K - $4.09K
|
6.28K
$287K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
526K+ 76.56% |
$23.6M - $24.4M
|
1.21M
$55.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
273K+ 13.52% |
$12.2M - $12.6M
|
2.29M
$104M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
220K+ 7.01% |
$9.87M - $10.2M
|
3.36M
$153M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
206K+ 84.55% |
$9.24M - $9.54M
|
450K
$20.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170K+ 18.58% |
$7.62M - $7.87M
|
1.09M
$49.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
102K+ 2056.39% |
$4.58M - $4.73M
|
107K
$4.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
97.7K+ 29.0% |
$4.38M - $4.52M
|
434K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
79.6K+ 56.65% |
$3.57M - $3.68M
|
220K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
67.4KNew |
$3.02M - $3.12M
|
67.4K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
58.4K+ 230.58% |
$2.62M - $2.7M
|
83.8K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
51.7K+ 22.06% |
$2.32M - $2.39M
|
286K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
50.6K+ 6.36% |
$2.27M - $2.34M
|
845K
$38.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
41.6K+ 17.99% |
$1.86M - $1.92M
|
273K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.7K+ 3.33% |
$1.69M - $1.74M
|
1.17M
$53.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
35.7K+ 84.07% |
$1.6M - $1.65M
|
78.3K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 6.22% |
$1.55M - $1.6M
|
591K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
32.6KNew |
$1.46M - $1.51M
|
32.6K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
31.2K+ 18.22% |
$1.4M - $1.44M
|
202K
$9.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
28.5KNew |
$1.28M - $1.32M
|
28.5K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 5.41% |
$1.07M - $1.11M
|
467K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 25.19% |
$975K - $1.01M
|
108K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$918K - $947K
|
20.5K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
19.8K+ 347.62% |
$890K - $919K
|
25.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$806K - $833K
|
18K
$821K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
BUY
|
- |
16.1K+ 27.03% |
$721K - $745K
|
75.6K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.4K+ 11.84% |
$690K - $712K
|
145K
$6.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.6K+ 24.33% |
$656K - $678K
|
74.8K
$3.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.2K+ 22.1% |
$590K - $610K
|
72.8K
$3.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 7.45% |
$552K - $570K
|
177K
$8.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 2.21% |
$503K - $519K
|
519K
$23.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 18.47% |
$499K - $515K
|
71.4K
$3.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10.9K+ 2.2% |
$489K - $505K
|
506K
$23.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 33.99% |
$453K - $468K
|
39.8K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.5K+ 79.1% |
$426K - $440K
|
21.5K
$981K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9.4KNew |
$421K - $435K
|
9.4K
$429K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8.04K+ 24.39% |
$360K - $372K
|
41K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.96KNew |
$357K - $369K
|
7.96K
$363K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.41KNew |
$332K - $343K
|
7.41K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 28.74% |
$295K - $305K
|
29.5K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
6.22K+ 66.75% |
$279K - $288K
|
15.5K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.17KNew |
$276K - $286K
|
6.17K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.11K+ 58.81% |
$274K - $283K
|
16.5K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.97K+ 15.92% |
$268K - $276K
|
43.5K
$1.98M
|
|