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 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 13.14% |
$81.2K - $86.1K
|
15.9K
$712K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.78K+ 12.29% |
$78.3K - $83K
|
16.3K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 29.36% |
$75.1K - $79.6K
|
7.52K
$337K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.69K+ 4.47% |
$74.3K - $78.8K
|
39.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 6.29% |
$70.5K - $74.7K
|
27.1K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.53K+ 10.37% |
$67.1K - $71.2K
|
16.2K
$728K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 22.53% |
$66.9K - $70.9K
|
8.27K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.51KNew |
$66.5K - $70.5K
|
1.51K
$67.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 5.12% |
$65.9K - $69.8K
|
30.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 10.84% |
$64.8K - $68.7K
|
15.1K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 8.15% |
$63.9K - $67.8K
|
19.3K
$864K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 1.89% |
$60.4K - $64.1K
|
74.1K
$3.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.34K+ 10.69% |
$59.1K - $62.6K
|
13.9K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.33K+ 5.71% |
$58.7K - $62.2K
|
24.7K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$50.9K - $53.9K
|
1.16K
$51.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.08K+ 27.57% |
$47.5K - $50.4K
|
5K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 0.89% |
$45K - $47.7K
|
116K
$5.19M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.63% |
$44.7K - $47.4K
|
19.1K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
956+ 19.17% |
$42.1K - $44.6K
|
5.94K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
954+ 2.91% |
$42K - $44.5K
|
33.7K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
888+ 2.48% |
$39.1K - $41.4K
|
36.7K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
820+ 3.03% |
$36.1K - $38.2K
|
27.9K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
810+ 3.85% |
$35.6K - $37.8K
|
21.8K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
768+ 2.82% |
$33.8K - $35.8K
|
28K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
708+ 1.0% |
$31.1K - $33K
|
71.3K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
707+ 6.29% |
$31.1K - $33K
|
11.9K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 6.79% |
$29.7K - $31.5K
|
10.6K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
672+ 5.81% |
$29.6K - $31.3K
|
12.2K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
622New |
$27.4K - $29K
|
622
$27.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
548+ 6.07% |
$24.1K - $25.6K
|
9.58K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
543New |
$23.9K - $25.3K
|
543
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
540+ 0.65% |
$23.8K - $25.2K
|
83.9K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
402New |
$17.7K - $18.7K
|
402
$18K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 42.92% |
$12.5K - $13.3K
|
949
$42.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
254+ 2.69% |
$11.2K - $11.8K
|
9.7K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
211New |
$9.28K - $9.84K
|
211
$9.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
203+ 1.27% |
$8.93K - $9.47K
|
16.2K
$727K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
193New |
$8.49K - $9K
|
193
$8.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
186+ 1.58% |
$8.18K - $8.67K
|
12K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
162+ 3.93% |
$7.13K - $7.55K
|
4.28K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 2.24% |
$7.13K - $7.55K
|
7.39K
$331K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
153+ 1.37% |
$6.73K - $7.13K
|
11.3K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
114+ 1.96% |
$5.01K - $5.32K
|
5.94K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.36% |
$3.65K - $3.87K
|
22.9K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
82+ 22.59% |
$3.61K - $3.82K
|
445
$19.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
78+ 0.2% |
$3.43K - $3.64K
|
39.8K
$1.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
67New |
$2.95K - $3.12K
|
67
$3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
59New |
$2.6K - $2.75K
|
59
$2.64K
|