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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.07K+ 1.62% |
$399K - $423K
|
567K
$25.4M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
8.82K+ 31.1% |
$388K - $411K
|
37.2K
$1.67M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.8K+ 7.57% |
$387K - $410K
|
125K
$5.61M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.55K+ 11.35% |
$376K - $398K
|
83.9K
$3.76M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.1K+ 1.69% |
$356K - $378K
|
487K
$21.8M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.89KNew |
$347K - $368K
|
7.89K
$354K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.56K+ 52.37% |
$332K - $352K
|
22K
$985K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.22K+ 19.94% |
$318K - $337K
|
43.4K
$1.95M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 17.55% |
$310K - $329K
|
47.2K
$2.12M
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
7.04K+ 14.25% |
$310K - $328K
|
56.4K
$2.53M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.99K+ 31.79% |
$307K - $326K
|
29K
$1.3M
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.81K+ 20.88% |
$300K - $318K
|
39.4K
$1.77M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6.3KNew |
$277K - $294K
|
6.3K
$282K
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$280K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$275K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$275K
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
6.05K+ 15.31% |
$266K - $282K
|
45.6K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.94KNew |
$261K - $277K
|
5.94K
$266K
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
5.85KNew |
$257K - $273K
|
5.85K
$262K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.84K+ 50.66% |
$257K - $272K
|
17.4K
$779K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.61K+ 16.96% |
$247K - $261K
|
38.7K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.6K+ 27.96% |
$246K - $261K
|
25.6K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$244K - $258K
|
5.54K
$248K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.2KNew |
$229K - $242K
|
5.2K
$233K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 16.71% |
$226K - $240K
|
35.9K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.14K+ 12.44% |
$226K - $239K
|
46.4K
$2.08M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.85K+ 10.02% |
$213K - $226K
|
53.3K
$2.39M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.74K+ 9.1% |
$208K - $221K
|
56.8K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.73KNew |
$208K - $221K
|
4.73K
$212K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.61K+ 56.64% |
$203K - $215K
|
12.8K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.48KNew |
$197K - $209K
|
4.48K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45KNew |
$196K - $207K
|
4.45K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.34K+ 81.39% |
$191K - $203K
|
9.68K
$434K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.2K+ 76.1% |
$185K - $196K
|
9.72K
$436K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.19K+ 32.96% |
$184K - $196K
|
16.9K
$758K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 15.66% |
$166K - $176K
|
27.8K
$1.25M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.0% |
$157K - $167K
|
63.2K
$2.83M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.5K+ 7.84% |
$154K - $163K
|
48.1K
$2.16M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.22K+ 13.57% |
$142K - $150K
|
27K
$1.21M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.88K+ 16.4% |
$127K - $134K
|
20.5K
$917K
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.87K+ 4.98% |
$126K - $134K
|
60.5K
$2.71M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.87K+ 9.65% |
$126K - $134K
|
32.6K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.73K+ 24.7% |
$120K - $127K
|
13.8K
$617K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.61K+ 11.56% |
$115K - $122K
|
25.2K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 42.99% |
$106K - $113K
|
8.04K
$360K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.39K+ 29.75% |
$105K - $112K
|
10.4K
$468K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.01K+ 28.41% |
$88.6K - $93.9K
|
9.1K
$408K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.98K+ 94.47% |
$87.1K - $92.3K
|
4.08K
$183K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.9K+ 4.9% |
$83.4K - $88.4K
|
40.6K
$1.82M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.85K+ 11.14% |
$81.6K - $86.5K
|
18.5K
$829K
|