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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.69K+ 4.9% |
$117K - $120K
|
57.6K
$2.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.91K+ 1032.97% |
$82.9K - $85.4K
|
2.1K
$93.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.9KNew |
$82.3K - $84.8K
|
1.9K
$85K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.88KNew |
$81.7K - $84.1K
|
1.88K
$84.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.83K+ 29.49% |
$79.5K - $81.9K
|
8.05K
$360K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.49K+ 3.56% |
$64.8K - $66.8K
|
43.5K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
1.39K+ 1.5% |
$60.1K - $61.9K
|
93.6K
$4.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 3.3% |
$59.9K - $61.7K
|
43.2K
$1.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.35KNew |
$58.5K - $60.3K
|
1.35K
$60.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.33KNew |
$57.7K - $59.5K
|
1.33K
$59.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.18K+ 62.91% |
$51.2K - $52.7K
|
3.05K
$137K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
937New |
$40.7K - $41.9K
|
937
$42K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
861New |
$37.4K - $38.5K
|
861
$38.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
808+ 386.6% |
$35.1K - $36.1K
|
1.02K
$45.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
697+ 1.88% |
$30.2K - $31.2K
|
37.8K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
692New |
$30K - $30.9K
|
692
$31K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
640New |
$27.8K - $28.6K
|
640
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
600New |
$26K - $26.8K
|
600
$26.9K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
576New |
$25K - $25.8K
|
576
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
569New |
$24.7K - $25.4K
|
569
$25.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
551+ 487.61% |
$23.9K - $24.6K
|
664
$29.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
483New |
$21K - $21.6K
|
483
$21.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
412+ 1.28% |
$17.9K - $18.4K
|
32.6K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
407+ 3.76% |
$17.7K - $18.2K
|
11.2K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
363New |
$15.8K - $16.2K
|
363
$16.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
297+ 5.37% |
$12.9K - $13.3K
|
5.83K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284New |
$12.3K - $12.7K
|
284
$12.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
266New |
$11.5K - $11.9K
|
266
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
230New |
$9.98K - $10.3K
|
230
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179New |
$7.77K - $8K
|
179
$8.02K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
108New |
$4.69K - $4.83K
|
108
$4.84K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
69+ 20.12% |
$2.99K - $3.08K
|
412
$18.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
34+ 0.38% |
$1.48K - $1.52K
|
9.03K
$405K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14New |
$608 - $626
|
14
$627
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 1.34% |
$304 - $313
|
530
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.69% |
$86.8 - $89.4
|
120
$5.38K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.75% |
$43.4 - $44.7
|
58
$2.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-308- 2.63% |
$13.4K - $13.8K
|
11.4K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-565- 18.34% |
$24.5K - $25.3K
|
2.52K
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-599- 0.52% |
$26K - $26.8K
|
115K
$5.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-681- 1.69% |
$29.6K - $30.4K
|
39.7K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 18.52% |
$50.9K - $52.4K
|
5.16K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.43K- 8.16% |
$62K - $63.9K
|
16.1K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.86K- 17.23% |
$211K - $217K
|
23.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.46K- 28.21% |
$237K - $244K
|
13.9K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-44.1K- 71.21% |
$1.92M - $1.97M
|
17.8K
$799K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-81.5K- 37.83% |
$3.54M - $3.65M
|
134K
$6M
|