Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
611KNew |
$26.8M - $27.7M
|
611K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 23.87% |
$15.7M - $16.3M
|
1.86M
$84.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
201K+ 223.29% |
$8.81M - $9.12M
|
291K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
200K+ 14.07% |
$8.75M - $9.06M
|
1.62M
$73.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
178K+ 1236.82% |
$7.78M - $8.05M
|
192K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
153K+ 31.81% |
$6.71M - $6.94M
|
635K
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138K+ 772.56% |
$6.03M - $6.24M
|
156K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
134KNew |
$5.87M - $6.08M
|
134K
$6.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126K+ 32.06% |
$5.5M - $5.69M
|
518K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 27.97% |
$5.43M - $5.62M
|
568K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123K+ 131.99% |
$5.38M - $5.57M
|
216K
$9.77M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 30.31% |
$4.8M - $4.97M
|
472K
$21.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99.7K+ 61.17% |
$4.36M - $4.52M
|
263K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.7K+ 7.25% |
$4.19M - $4.33M
|
1.41M
$64M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93.1K+ 17.52% |
$4.07M - $4.22M
|
625K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.4K+ 10.54% |
$3.61M - $3.74M
|
865K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.5K+ 21.8% |
$2.95M - $3.06M
|
377K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
66.2K+ 72.88% |
$2.9M - $3M
|
157K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.2K+ 10.3% |
$2.46M - $2.55M
|
601K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
53.2K+ 21.08% |
$2.33M - $2.41M
|
306K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
51.4K+ 6.15% |
$2.25M - $2.33M
|
887K
$40.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40K+ 3.66% |
$1.75M - $1.81M
|
1.13M
$51.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
33.5KNew |
$1.47M - $1.52M
|
33.5K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.9KNew |
$1.44M - $1.49M
|
32.9K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$1.32M - $1.37M
|
30.2K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30K+ 52.59% |
$1.31M - $1.36M
|
87K
$3.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25.5K+ 58.73% |
$1.12M - $1.16M
|
69K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24.6K+ 81.85% |
$1.08M - $1.11M
|
54.7K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23.6K+ 4.73% |
$1.03M - $1.07M
|
522K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
22.3K+ 95.24% |
$977K - $1.01M
|
45.8K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.7K+ 125.92% |
$949K - $983K
|
38.9K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 16.96% |
$857K - $887K
|
135K
$6.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.2K+ 31.95% |
$840K - $869K
|
79.2K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.8K+ 47.59% |
$822K - $851K
|
58.3K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.4K+ 40.45% |
$806K - $835K
|
64K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 22.06% |
$763K - $790K
|
96.5K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.1K+ 23.91% |
$703K - $728K
|
83.3K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15.7K+ 27.21% |
$687K - $711K
|
73.4K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 44.55% |
$633K - $656K
|
47K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.5K+ 48.06% |
$591K - $612K
|
41.6K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 54.8% |
$574K - $594K
|
37K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.7K+ 234.59% |
$511K - $529K
|
16.6K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.8K+ 20.28% |
$474K - $491K
|
64.2K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.6KNew |
$464K - $481K
|
10.6K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 1061300.0% |
$464K - $481K
|
10.6K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.52K+ 29.07% |
$417K - $431K
|
42.3K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.5K+ 74.71% |
$416K - $430K
|
22.2K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.44K+ 22.99% |
$413K - $428K
|
50.5K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.43K+ 3.73% |
$412K - $427K
|
262K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.81K+ 19.57% |
$385K - $399K
|
53.8K
$2.43M
|