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 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
215KNew |
$9.52M - $10M
|
215K
$9.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
152K+ 16.22% |
$6.73M - $7.08M
|
1.09M
$48.4M
|
|
|
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 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
57.7KNew |
$2.55M - $2.68M
|
57.7K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
47.1K+ 40.68% |
$2.08M - $2.19M
|
163K
$7.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.5K+ 114.74% |
$774K - $813K
|
32.8K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
16.2K+ 42.36% |
$714K - $750K
|
54.3K
$2.41M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
15.9K+ 3.26% |
$702K - $738K
|
503K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14K+ 32.65% |
$620K - $652K
|
57K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14K+ 26.2% |
$617K - $648K
|
67.2K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.67KNew |
$427K - $449K
|
9.67K
$429K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.17K+ 176.46% |
$406K - $426K
|
14.4K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.5K+ 77.21% |
$332K - $349K
|
17.2K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.87K+ 7.81% |
$171K - $180K
|
53.4K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.42K+ 13.86% |
$151K - $159K
|
28.1K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.91K+ 61.54% |
$129K - $135K
|
7.64K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.73K+ 46.73% |
$121K - $127K
|
8.58K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.0% |
$105K - $110K
|
41.8K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.21K+ 6.45% |
$97.8K - $103K
|
36.5K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151+ 0.42% |
$6.68K - $7.02K
|
36.1K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 22.09% |
$2.43K - $2.56K
|
304
$13.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.65% |
$88.4 - $92.9
|
123
$5.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$44.2 - $46.5
|
1
$44.4
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
445KNew |
$19.6M - $20.8M
|
445K
$19.8M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
250K+ 21.33% |
$11M - $11.7M
|
1.42M
$63.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
204K+ 69.63% |
$8.98M - $9.52M
|
497K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198K+ 48.88% |
$8.69M - $9.21M
|
602K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 32.49% |
$6.88M - $7.29M
|
638K
$28.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 2.2% |
$6.28M - $6.66M
|
6.63M
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
121K+ 1152.6% |
$5.32M - $5.64M
|
131K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 41.38% |
$5.05M - $5.35M
|
392K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 15.18% |
$5.02M - $5.33M
|
867K
$38.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
102K+ 21.01% |
$4.48M - $4.75M
|
587K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.6K+ 129.19% |
$4.12M - $4.36M
|
166K
$7.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.7K+ 3.5% |
$3.29M - $3.48M
|
2.21M
$98M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70.7K+ 131.65% |
$3.11M - $3.29M
|
124K
$5.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 8.25% |
$2.21M - $2.34M
|
659K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 7761.5% |
$2.05M - $2.17M
|
47.2K
$2.09M
|
|
|
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
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
40.2KNew |
$1.77M - $1.87M
|
40.2K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 9.43% |
$1.7M - $1.8M
|
447K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.2K+ 20.78% |
$1.55M - $1.64M
|
205K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32.2K+ 3153.53% |
$1.41M - $1.5M
|
33.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30K+ 10.08% |
$1.32M - $1.4M
|
328K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 113.03% |
$1.1M - $1.17M
|
47.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
24.3K+ 66.03% |
$1.07M - $1.13M
|
61.1K
$2.71M
|
|