Purchases and Sales Made in Q2 2024 in Ishares Tr Edge Invt Grade Enh (IGEB)

IGEB Quotes by TradingView

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 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
30.8K
New
$1.33M - $1.38M
30.8K $1.38M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
30.4K
New
$1.32M - $1.36M
30.4K $1.36M
Aug 14, 2024 Q2 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
30.1K
+ 889.9%
$1.3M - $1.34M
33.4K $1.5M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
29.6K
+ 28189.52%
$1.28M - $1.32M
29.7K $1.33M
Aug 16, 2024 Q2 2024
Invst, LLC

Indianapolis, IN
BUY
 -
29.6K
New
$1.28M - $1.32M
29.6K $1.33M
Jul 11, 2024 Q2 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
29K
+ 92.15%
$1.26M - $1.3M
60.5K $2.71M
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
28.8K
+ 7031.95%
$1.25M - $1.29M
29.2K $1.31M
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
28.3K
+ 90.15%
$1.23M - $1.26M
59.6K $2.67M
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28K
+ 62.97%
$1.21M - $1.25M
72.5K $3.25M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
27.9K
+ 61.44%
$1.21M - $1.25M
73.2K $3.28M
Aug 09, 2024 Q2 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
27.3K
New
$1.18M - $1.22M
27.3K $1.22M
Jul 23, 2024 Q2 2024
Security Financial Services, Inc.

BUY
 -
27.1K
New
$1.17M - $1.21M
27.1K $1.21M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
26.8K
New
$1.16M - $1.2M
26.8K $1.2M
Jul 24, 2024 Q2 2024
Bay Harbor Wealth Management, LLC

BUY
 -
26.4K
New
$1.15M - $1.18M
26.4K $1.19M
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
25.9K
New
$1.12M - $1.16M
25.9K $1.16M
Aug 09, 2024 Q2 2024
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
25.5K
New
$1.11M - $1.14M
25.5K $1.14M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
25.3K
New
$1.1M - $1.13M
25.3K $1.14M
Oct 23, 2024 Q2 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
23.7K
New
$1.03M - $1.06M
23.7K $1.06M
Aug 05, 2024 Q2 2024
Ma Private Wealth

BUY
 -
22.8K
New
$990K - $1.02M
22.8K $1.02M
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
22.6K
New
$981K - $1.01M
22.6K $1.01M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
22.4K
+ 1341.46%
$972K - $1M
24.1K $1.08M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
22.3K
+ 6.99%
$966K - $995K
341K $15.3M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.2K
New
$964K - $993K
22.2K $995K
Aug 02, 2024 Q2 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
22K
New
$954K - $983K
22K $985K
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
21.1K
+ 2.13%
$914K - $941K
1.01M $45.3M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
21.1K
New
$914K - $941K
21.1K $944K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
21K
New
$913K - $941K
21K $943K
Aug 08, 2024 Q2 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
20K
New
$869K - $896K
20K $898K
Aug 14, 2024 Q2 2024
Ascent Group, LLC

BUY
 -
18.3K
+ 79.41%
$793K - $817K
41.3K $1.85M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
18.1K
New
$784K - $807K
18.1K $809K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.9K
+ 262.25%
$733K - $755K
23.3K $1.05M
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
16.7K
New
$726K - $748K
16.7K $750K
Jul 24, 2024 Q2 2024
Shore Haven Wealth Partners, LLC

BUY
 -
16K
New
$695K - $716K
16K $718K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
14.9K
+ 172.2%
$648K - $668K
23.6K $1.06M
Jul 17, 2024 Q2 2024
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
14.8K
New
$641K - $660K
14.8K $661K
Aug 14, 2024 Q2 2024
Stone House Investment Management, LLC

BUY
 -
14.7K
New
$639K - $658K
14.7K $659K
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
14.5K
New
$628K - $647K
14.5K $649K
Jul 30, 2024 Q2 2024
Bcgm Wealth Management, LLC

BUY
 -
14.5K
New
$628K - $646K
14.5K $648K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
14.4K
New
$626K - $645K
14.4K $647K
Aug 13, 2024 Q2 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
14.1K
New
$610K - $628K
14.1K $630K
Aug 09, 2024 Q2 2024
Dohj, LLC

Seattle, WA
BUY
 -
14K
+ 40.82%
$609K - $627K
48.4K $2.17M
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
13.6K
New
$590K - $608K
13.6K $610K
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
13.5K
New
$587K - $605K
13.5K $606K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12.7K
New
$552K - $569K
12.7K $570K
Aug 13, 2024 Q2 2024
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
12.6K
New
$545K - $562K
12.6K $563K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
12.5K
+ 300.48%
$542K - $558K
16.6K $745K
Jul 23, 2024 Q2 2024
Keystone Financial Services

BUY
 -
12.2K
New
$530K - $546K
12.2K $547K
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
12.1K
New
$527K - $543K
12.1K $544K
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
12K
New
$521K - $536K
12K $538K

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