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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
90+ 9.45% |
$3.93K - $4.09K
|
1.04K
$47.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
75New |
$3.27K - $3.41K
|
75
$3.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$2.01K - $2.09K
|
46
$2.11K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41+ 1.26% |
$1.79K - $1.86K
|
3.29K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$1.66K - $1.73K
|
38
$1.74K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
38+ 0.69% |
$1.66K - $1.73K
|
5.57K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$262 - $273
|
6
$275
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.02% |
$262 - $273
|
25.3K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.61% |
$87.3 - $90.9
|
126
$5.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$43.7 - $45.4
|
1
$45.9
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.99% |
$43.7 - $45.4
|
102
$4.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 1.67% |
$43.7 - $45.4
|
59
$2.71K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14- 0.23% |
$611 - $636
|
6K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 23.53% |
$698 - $727
|
52
$2.39K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-67- 13.79% |
$2.92K - $3.04K
|
419
$19.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-75- 43.6% |
$3.27K - $3.41K
|
97
$4.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-88- 1.61% |
$3.84K - $4K
|
5.38K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-175- 3.59% |
$7.64K - $7.95K
|
4.71K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-206- 10.84% |
$8.99K - $9.36K
|
1.7K
$77.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 4.76% |
$13.1K - $13.6K
|
6K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 5.72% |
$14.3K - $14.9K
|
5.41K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-331- 1.01% |
$14.4K - $15K
|
32.6K
$1.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-334- 0.62% |
$14.6K - $15.2K
|
53.5K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-357- 5.47% |
$15.6K - $16.2K
|
6.17K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-455- 2.87% |
$19.9K - $20.7K
|
15.4K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 2.42% |
$21K - $21.9K
|
19.4K
$889K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-509- 1.16% |
$22.2K - $23.1K
|
43.4K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-512- 17.54% |
$22.3K - $23.3K
|
2.41K
$110K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-528- 1.75% |
$23K - $24K
|
29.7K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-596- 5.99% |
$26K - $27.1K
|
9.35K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-802- 5.08% |
$35K - $36.4K
|
15K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-915- 3.19% |
$39.9K - $41.6K
|
27.8K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 4.8% |
$47.5K - $49.5K
|
21.6K
$991K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 2.53% |
$48.1K - $50.1K
|
42.5K
$1.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 67.52% |
$49.4K - $51.4K
|
544
$25K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 11.04% |
$57.9K - $60.3K
|
10.7K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 5.17% |
$83.5K - $87K
|
35.1K
$1.61M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.12K- 2.4% |
$92.5K - $96.3K
|
86.3K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.38K- 21.97% |
$148K - $154K
|
12K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.71K- 22.3% |
$162K - $169K
|
12.9K
$594K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-5.91K- 22.1% |
$258K - $269K
|
20.9K
$957K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.36K- 17.01% |
$277K - $289K
|
31K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.44K- 14.03% |
$281K - $293K
|
39.5K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 19.81% |
$320K - $333K
|
29.7K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.54K- 41.58% |
$329K - $343K
|
10.6K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.61K- 1.86% |
$419K - $436K
|
508K
$23.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.91K- 1.25% |
$433K - $450K
|
784K
$36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 54.76% |
$455K - $474K
|
8.61K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.5K- 7.83% |
$632K - $658K
|
171K
$7.83M
|