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
$27M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
178K+ 1236.82% |
$7.78M - $8.05M
|
192K
$8.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40K+ 3.66% |
$1.75M - $1.81M
|
1.13M
$49.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30K+ 52.59% |
$1.31M - $1.36M
|
87K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23.6K+ 4.73% |
$1.03M - $1.07M
|
522K
$23M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.7K+ 125.92% |
$949K - $983K
|
38.9K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.2K+ 31.95% |
$840K - $869K
|
79.2K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.1K+ 23.91% |
$703K - $728K
|
83.3K
$3.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 54.8% |
$574K - $594K
|
37K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.8K+ 20.28% |
$474K - $491K
|
64.2K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.5K+ 74.71% |
$416K - $430K
|
22.2K
$980K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87K+ 23.84% |
$169K - $175K
|
20.1K
$887K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.4K+ 2.59% |
$61.4K - $63.6K
|
55.7K
$2.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 2.92% |
$643K - $666K
|
489K
$21.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-415K- 86.12% |
$18.2M - $18.8M
|
66.9K
$2.95M
|