Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.31M+ 449.98% |
$230M - $237M
|
6.49M
$291M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4M+ 5773.0% |
$60.6M - $62.4M
|
1.42M
$63.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 187.83% |
$60.4M - $62.2M
|
2.13M
$95.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
763K+ 1596.58% |
$33.1M - $34.1M
|
811K
$36.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
709K+ 2090.64% |
$30.8M - $31.7M
|
743K
$33.3M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
622K+ 113.08% |
$27M - $27.8M
|
1.17M
$52.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
515K+ 143.15% |
$22.3M - $23M
|
875K
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
451K+ 1490.33% |
$19.6M - $20.2M
|
481K
$21.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
451K+ 1490.33% |
$19.6M - $20.2M
|
481K
$21.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
426K+ 323.24% |
$18.5M - $19.1M
|
558K
$25M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
404KNew |
$17.5M - $18.1M
|
404K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
381K+ 74.63% |
$16.5M - $17M
|
892K
$40M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
319K+ 982.32% |
$13.8M - $14.3M
|
351K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
287K+ 111.81% |
$12.5M - $12.8M
|
544K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
280K+ 59.33% |
$12.2M - $12.5M
|
752K
$33.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
277K+ 83.54% |
$12M - $12.4M
|
609K
$27.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
218K+ 55.3% |
$9.46M - $9.75M
|
612K
$27.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
214K+ 79.25% |
$9.31M - $9.59M
|
485K
$21.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
155K+ 1038.35% |
$6.71M - $6.91M
|
170K
$7.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
119K+ 16.14% |
$5.18M - $5.34M
|
860K
$38.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
116KNew |
$5.05M - $5.2M
|
116K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
112KNew |
$4.85M - $5M
|
112K
$5.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 91.01% |
$4.5M - $4.64M
|
218K
$9.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
89K+ 27.84% |
$3.86M - $3.98M
|
409K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
87.7KNew |
$3.81M - $3.92M
|
87.7K
$3.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
83.3KNew |
$3.62M - $3.73M
|
83.3K
$3.73M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
79.9KNew |
$3.47M - $3.57M
|
79.9K
$3.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.3KNew |
$3.27M - $3.37M
|
75.3K
$3.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.8KNew |
$3.16M - $3.25M
|
72.8K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71.2K+ 34.56% |
$3.09M - $3.18M
|
277K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
70.5KNew |
$3.06M - $3.15M
|
70.5K
$3.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
59K+ 24.15% |
$2.56M - $2.64M
|
303K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53.7KNew |
$2.33M - $2.4M
|
53.7K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
52.1KNew |
$2.26M - $2.33M
|
52.1K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.3KNew |
$1.97M - $2.03M
|
45.3K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.7K+ 305.53% |
$1.94M - $2M
|
59.3K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
44.6KNew |
$1.94M - $2M
|
44.6K
$2M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
44.1K+ 836.44% |
$1.91M - $1.97M
|
49.4K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43.7KNew |
$1.9M - $1.96M
|
43.7K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
40.2KNew |
$1.74M - $1.8M
|
40.2K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
39.8KNew |
$1.73M - $1.78M
|
39.8K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
38.7KNew |
$1.68M - $1.73M
|
38.7K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
38.3KNew |
$1.66M - $1.71M
|
38.3K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
36.8KNew |
$1.6M - $1.64M
|
36.8K
$1.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
36.2KNew |
$1.57M - $1.62M
|
36.2K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35.8KNew |
$1.56M - $1.6M
|
35.8K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
33.2K+ 522.89% |
$1.44M - $1.48M
|
39.5K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33KNew |
$1.43M - $1.48M
|
33K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
32.8KNew |
$1.42M - $1.46M
|
32.8K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
31.3KNew |
$1.36M - $1.4M
|
31.3K
$1.4M
|