Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
117K+ 245.89% |
$5.12M - $5.33M
|
165K
$7.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.1K+ 87.24% |
$3.02M - $3.14M
|
148K
$6.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59.6KNew |
$2.6M - $2.71M
|
59.6K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.7K+ 29.49% |
$2.47M - $2.58M
|
249K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45.5K+ 71.18% |
$1.99M - $2.07M
|
110K
$4.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
33KNew |
$1.44M - $1.5M
|
33K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
26.8K+ 5.15% |
$1.17M - $1.22M
|
548K
$24.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.02M - $1.06M
|
23.3K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$473K - $493K
|
10.8K
$490K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5K+ 8.8% |
$459K - $478K
|
130K
$5.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.3K+ 3.93% |
$450K - $469K
|
273K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 52.9% |
$449K - $467K
|
29.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.72K+ 8.87% |
$337K - $351K
|
94.7K
$4.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.54K+ 1.34% |
$286K - $297K
|
495K
$22.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
5.65K+ 26.6% |
$246K - $257K
|
26.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54K+ 10.13% |
$242K - $252K
|
60.2K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.49KNew |
$240K - $250K
|
5.49K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 13.38% |
$227K - $237K
|
44.1K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.06KNew |
$221K - $230K
|
5.06K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.45KNew |
$194K - $202K
|
4.45K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.96K+ 5.73% |
$173K - $180K
|
72.9K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.9K+ 4.52% |
$127K - $132K
|
67.1K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.48K+ 11.26% |
$64.7K - $67.4K
|
14.7K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12KNew |
$49K - $51K
|
1.12K
$50.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 10.32% |
$47.8K - $49.8K
|
11.7K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 2.26% |
$45.2K - $47K
|
46.8K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 5.09% |
$26.2K - $27.3K
|
12.4K
$561K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
594New |
$25.9K - $27K
|
594
$26.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 0.76% |
$5.24K - $5.45K
|
15.9K
$718K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41+ 1.26% |
$1.79K - $1.86K
|
3.29K
$149K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.02% |
$262 - $273
|
25.3K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$262 - $273
|
6
$272
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14- 0.23% |
$611 - $636
|
6K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 4.76% |
$13.1K - $13.6K
|
6K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-331- 1.01% |
$14.4K - $15K
|
32.6K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 2.42% |
$21K - $21.9K
|
19.4K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-509- 1.16% |
$22.2K - $23.1K
|
43.4K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-528- 1.75% |
$23K - $24K
|
29.7K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-802- 5.08% |
$35K - $36.4K
|
15K
$679K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 67.52% |
$49.4K - $51.4K
|
544
$24.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 5.17% |
$83.5K - $87K
|
35.1K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 19.81% |
$320K - $333K
|
29.7K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.61K- 1.86% |
$419K - $436K
|
508K
$23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.91K- 1.25% |
$433K - $450K
|
784K
$35.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.5K- 7.83% |
$632K - $658K
|
171K
$7.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17.1K- 40.33% |
$744K - $775K
|
25.2K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.3K- 28.89% |
$843K - $878K
|
47.5K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-27K- 80.76% |
$1.18M - $1.23M
|
6.44K
$291K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59.8K- 71.84% |
$2.61M - $2.72M
|
23.5K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.2K- 15.08% |
$4.02M - $4.19M
|
519K
$23.5M
|