Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-279K- 82.27% |
$12.3M - $12.9M
|
60K
$2.67M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-248K- 38.74% |
$11M - $11.5M
|
392K
$17.4M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.4K- 89.95% |
$3.33M - $3.5M
|
8.43K
$374K
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-46.9K- 67.7% |
$2.07M - $2.18M
|
22.4K
$994K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-42.7K- 88.62% |
$1.89M - $1.98M
|
5.48K
$243K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.3K- 76.65% |
$1.47M - $1.55M
|
10.1K
$450K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9K- 43.96% |
$398K - $418K
|
11.5K
$509K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 34.11% |
$291K - $306K
|
12.7K
$564K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.86K- 97.28% |
$215K - $226K
|
136
$6.04K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 20.74% |
$69.3K - $72.8K
|
5.99K
$266K
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.1K- 4.81% |
$48.7K - $51.2K
|
21.8K
$968K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-715- 1.18% |
$31.6K - $33.2K
|
59.7K
$2.65M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 0.65% |
$12.6K - $13.2K
|
43.5K
$1.93M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 33.37% |
$12.2K - $12.9K
|
553
$24.6K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-27- 0.17% |
$1.19K - $1.25K
|
16.2K
$721K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-925K- 97.04% |
$40.7M - $43.1M
|
28.2K
$1.25M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-430K- 49.2% |
$18.9M - $20.1M
|
444K
$19.7M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-76.6K- 14.07% |
$3.37M - $3.57M
|
468K
$20.8M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.7K- 9.12% |
$2.98M - $3.16M
|
675K
$30M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 13.95% |
$1.86M - $1.97M
|
261K
$11.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.1K- 57.44% |
$1.85M - $1.96M
|
31.2K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34K- 3.81% |
$1.49M - $1.58M
|
858K
$38.1M
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-25.9K- 12.02% |
$1.14M - $1.21M
|
189K
$8.41M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24.2K- 2.39% |
$1.06M - $1.13M
|
987K
$43.8M
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-7.7K- 8.23% |
$339K - $359K
|
85.9K
$3.81M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.39M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.93K- 20.04% |
$261K - $277K
|
23.7K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 36.94% |
$220K - $233K
|
8.53K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.62K- 33.29% |
$203K - $216K
|
9.27K
$411K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.92K- 15.15% |
$173K - $183K
|
22K
$976K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 17.43% |
$93.2K - $98.8K
|
10K
$445K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.07K- 82.11% |
$90.8K - $96.3K
|
450
$20K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 7.35% |
$76.3K - $80.9K
|
21.9K
$972K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.66K- 2.79% |
$72.8K - $77.2K
|
57.6K
$2.56M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.5K- 5.58% |
$65.9K - $69.9K
|
25.3K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 21.28% |
$63.3K - $67.1K
|
5.32K
$236K
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.19K- 1.35% |
$52.1K - $55.3K
|
86.5K
$3.84M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 6.43% |
$47.8K - $50.7K
|
15.8K
$702K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.08K- 9.45% |
$47.4K - $50.3K
|
10.3K
$459K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-669- 4.0% |
$29.4K - $31.2K
|
16.1K
$713K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-621- 1.56% |
$27.3K - $29K
|
39.2K
$1.74M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-618- 71.78% |
$27.2K - $28.8K
|
243
$10.8K
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-466- 7.24% |
$20.5K - $21.7K
|
5.97K
$265K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-448- 1.48% |
$19.7K - $20.9K
|
29.9K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-418- 4.74% |
$18.4K - $19.5K
|
8.41K
$373K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-356- 26.77% |
$15.7K - $16.6K
|
974
$43.2K
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-345- 4.17% |
$15.2K - $16.1K
|
7.93K
$352K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-345- 2.83% |
$15.2K - $16.1K
|
11.9K
$527K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246- 47.49% |
$10.8K - $11.5K
|
272
$12.1K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-217- 2.9% |
$9.55K - $10.1K
|
7.25K
$322K
|