Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
550KNew |
$24.3M - $24.9M
|
550K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
378K+ 2288.63% |
$16.7M - $17.1M
|
394K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
307K+ 2740.17% |
$13.6M - $13.9M
|
318K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
286KNew |
$12.6M - $12.9M
|
286K
$12.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
271KNew |
$12M - $12.3M
|
271K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
245K+ 108.23% |
$10.8M - $11.1M
|
472K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 31.9% |
$7.92M - $8.11M
|
741K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 25.28% |
$4.55M - $4.67M
|
511K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
103K+ 813.35% |
$4.54M - $4.66M
|
115K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.1K+ 7.68% |
$3.72M - $3.81M
|
1.18M
$52.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.2K+ 171.36% |
$3.68M - $3.77M
|
132K
$5.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.2K+ 34.59% |
$3.63M - $3.72M
|
320K
$14.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
81.5K+ 60.86% |
$3.6M - $3.69M
|
215K
$9.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
54.9KNew |
$2.43M - $2.49M
|
54.9K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.2K+ 15.09% |
$2.08M - $2.14M
|
360K
$15.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.4KNew |
$1.39M - $1.42M
|
31.4K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 5055.71% |
$1.31M - $1.34M
|
30.3K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3K+ 151.09% |
$1.3M - $1.33M
|
48.8K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
28.2KNew |
$1.25M - $1.28M
|
28.2K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.7K+ 12.82% |
$1.23M - $1.26M
|
244K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.4K+ 282.94% |
$1.21M - $1.24M
|
37.1K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2K+ 290.0% |
$1.11M - $1.14M
|
33.9K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
24.8K+ 3.47% |
$1.1M - $1.12M
|
740K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 121.45% |
$979K - $1M
|
40.4K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.2K+ 111.63% |
$804K - $824K
|
34.5K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
9KNew |
$398K - $408K
|
9K
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.91KNew |
$394K - $403K
|
8.91K
$394K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.44K+ 35.15% |
$373K - $382K
|
32.5K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.1K+ 34.62% |
$358K - $367K
|
31.5K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.05K+ 7.6% |
$356K - $365K
|
114K
$5.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.64K+ 74.27% |
$338K - $346K
|
17.9K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.56K+ 2.73% |
$334K - $342K
|
284K
$12.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.17KNew |
$317K - $325K
|
7.17K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.44KNew |
$285K - $292K
|
6.44K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.21KNew |
$275K - $281K
|
6.21K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.13K+ 109.49% |
$271K - $278K
|
11.7K
$518K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
5.27KNew |
$233K - $239K
|
5.27K
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.71K+ 2.37% |
$208K - $214K
|
204K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69KNew |
$207K - $213K
|
4.69K
$207K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.63K+ 11.92% |
$205K - $210K
|
43.5K
$1.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.42K+ 11.76% |
$195K - $200K
|
42K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.41K+ 7.65% |
$195K - $200K
|
62K
$2.74M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.15KNew |
$184K - $188K
|
4.15K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.08K+ 2.02% |
$181K - $185K
|
206K
$9.11M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.7K+ 32.56% |
$164K - $168K
|
15.1K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.66K+ 13.44% |
$162K - $166K
|
30.9K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.63K+ 71.77% |
$160K - $164K
|
8.68K
$384K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.55K+ 0.75% |
$157K - $161K
|
474K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.38KNew |
$149K - $153K
|
3.38K
$149K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.12KNew |
$138K - $141K
|
3.12K
$138K
|
|