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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,156
shares
|
$51,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,020
shares
|
$45,706
0.0% of portfolio
|
Q3 2024
Added 3153.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
974
shares
|
$43,644
0.01% of portfolio
|
Q3 2024
Reduced 26.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
949
shares
|
$42,524
0.0% of portfolio
|
Q3 2024
Added 42.92%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
935
shares
|
$41,897
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
830
shares
|
$37,192
0.0% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
690
shares
|
$30,918
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
622
shares
|
$27,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
583
shares
|
$26,124
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
536
shares
|
$24,018
0.01% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
530
shares
|
$23,749
0.01% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
471
shares
|
$21,105
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
462
shares
|
$20,702
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
450
shares
|
$20,164
0.0% of portfolio
|
Q3 2024
Reduced 82.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
445
shares
|
$19,940
0.0% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
402
shares
|
$18,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$13,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
272
shares
|
$12,188
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
249
shares
|
$11,157
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
243
shares
|
$10,888
0.0% of portfolio
|
Q3 2024
Reduced 71.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
211
shares
|
$9,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
193
shares
|
$8,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
177
shares
|
$7,931
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
172
shares
|
$7,707
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
162
shares
|
$7,259
0.0% of portfolio
|
Q3 2024
Reduced 42.96%
|