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 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.92K- 15.15% |
$173K - $183K
|
22K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.62K- 33.29% |
$203K - $216K
|
9.27K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 36.94% |
$220K - $233K
|
8.53K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-7.7K- 8.23% |
$339K - $359K
|
85.9K
$3.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-9.23K- 21.2% |
$406K - $430K
|
34.3K
$1.54M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.6K- 3.6% |
$556K - $589K
|
339K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24.2K- 2.39% |
$1.06M - $1.13M
|
987K
$44.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-25.9K- 12.02% |
$1.14M - $1.21M
|
189K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-32.4K- 96.95% |
$1.43M - $1.51M
|
1.02K
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34K- 3.81% |
$1.49M - $1.58M
|
858K
$38.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.1K- 57.44% |
$1.85M - $1.96M
|
31.2K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 13.95% |
$1.86M - $1.97M
|
261K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.7K- 9.12% |
$2.98M - $3.16M
|
675K
$30.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-76.6K- 14.07% |
$3.37M - $3.57M
|
468K
$21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-430K- 49.2% |
$18.9M - $20.1M
|
444K
$19.9M
|