Purchases and Sales Made in Q3 2025 in Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE INVT GRADE ENH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
166K+ 2573.34% |
$7.43M - $7.67M
|
172K
$7.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
138K+ 55.53% |
$6.19M - $6.39M
|
387K
$17.7M
|
|
|
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 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.4KNew |
$1.68M - $1.73M
|
37.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
36.8K+ 38.89% |
$1.65M - $1.71M
|
132K
$6M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.1KNew |
$1.21M - $1.25M
|
27.1K
$1.24M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.4K+ 48.44% |
$958K - $989K
|
65.5K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
20.5KNew |
$918K - $947K
|
20.5K
$934K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.4K+ 4.15% |
$914K - $943K
|
511K
$23.3M
|
|
|
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 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 9.1% |
$605K - $624K
|
162K
$7.38M
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.82K+ 35.76% |
$440K - $454K
|
37.3K
$1.7M
|
|
|
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
|
|