Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
947K+ 15153.53% |
$41.7M - $44.2M
|
953K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
445KNew |
$19.6M - $20.8M
|
445K
$19.9M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
250K+ 21.33% |
$11M - $11.7M
|
1.42M
$63.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
204K+ 69.63% |
$8.98M - $9.52M
|
497K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198K+ 48.88% |
$8.69M - $9.21M
|
602K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 32.49% |
$6.88M - $7.29M
|
638K
$28.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 2.2% |
$6.28M - $6.66M
|
6.63M
$297M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
121K+ 1152.6% |
$5.32M - $5.64M
|
131K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
115K+ 41.38% |
$5.05M - $5.35M
|
392K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
114K+ 15.18% |
$5.02M - $5.33M
|
867K
$38.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
102K+ 21.01% |
$4.48M - $4.75M
|
587K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.6K+ 129.19% |
$4.12M - $4.36M
|
166K
$7.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79.1K+ 9.2% |
$3.48M - $3.69M
|
939K
$42.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.7K+ 3.5% |
$3.29M - $3.48M
|
2.21M
$98.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70.7K+ 131.65% |
$3.11M - $3.29M
|
124K
$5.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
69.3KNew |
$3.05M - $3.23M
|
69.3K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.2K+ 8.25% |
$2.21M - $2.34M
|
659K
$29.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
49.5KNew |
$2.18M - $2.31M
|
49.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 7761.5% |
$2.05M - $2.17M
|
47.2K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46.4K+ 34.66% |
$2.04M - $2.17M
|
180K
$8.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.3K+ 97.86% |
$1.95M - $2.07M
|
89.6K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
40.2KNew |
$1.77M - $1.87M
|
40.2K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 9.43% |
$1.7M - $1.8M
|
447K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
38.1KNew |
$1.68M - $1.78M
|
38.1K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35.9KNew |
$1.58M - $1.67M
|
35.9K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.2K+ 20.78% |
$1.55M - $1.64M
|
205K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32.2K+ 3153.53% |
$1.41M - $1.5M
|
33.2K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.8KNew |
$1.36M - $1.44M
|
30.8K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30K+ 10.08% |
$1.32M - $1.4M
|
328K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 4.5% |
$1.21M - $1.29M
|
640K
$28.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 113.03% |
$1.1M - $1.17M
|
47.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
24.3K+ 66.03% |
$1.07M - $1.13M
|
61.1K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5KNew |
$1.03M - $1.09M
|
23.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.9K+ 74.4% |
$1.01M - $1.07M
|
53.7K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21K+ 460.69% |
$923K - $978K
|
25.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1K+ 5.32% |
$798K - $846K
|
359K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 8.26% |
$791K - $838K
|
236K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.7K+ 69.7% |
$777K - $823K
|
43K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.3KNew |
$671K - $711K
|
15.3K
$684K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$668K - $708K
|
15.2K
$680K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.6KNew |
$554K - $588K
|
12.6K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 1.52% |
$543K - $575K
|
823K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 19.14% |
$509K - $540K
|
72.1K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 14.19% |
$499K - $529K
|
91.3K
$4.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11K+ 25.44% |
$484K - $513K
|
54.3K
$2.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$469K - $497K
|
10.7K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.68KNew |
$426K - $451K
|
9.68K
$434K
|