Institutional Ownership Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
39,219
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
38,654
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
38,125
shares
|
$1.71 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
37,160
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Added 31.1%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
36,719
shares
|
$1.65 Million
0.32% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
35,916
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
35,894
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
34,287
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
33,715
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,570
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
31,376
shares
|
$1.41 Million
0.26% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
31,190
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,167
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
30,833
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
30,833
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30,738
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
30,562
shares
|
$1.37 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
29,905
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
29,589
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
28,960
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
28,034
shares
|
$1.26 Million
0.78% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
27,884
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
27,826
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
27,095
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
26,971
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Added 13.57%
|