Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
220K+ 7.01% |
$9.87M - $10.2M
|
3.36M
$154M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170K+ 18.58% |
$7.62M - $7.87M
|
1.09M
$49.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
138K+ 55.53% |
$6.19M - $6.39M
|
387K
$17.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
58.4K+ 230.58% |
$2.62M - $2.7M
|
83.8K
$3.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
50.6K+ 6.36% |
$2.27M - $2.34M
|
845K
$38.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
41.6K+ 17.99% |
$1.86M - $1.92M
|
273K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.4KNew |
$1.68M - $1.73M
|
37.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
36.8K+ 38.89% |
$1.65M - $1.71M
|
132K
$6.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
35.7K+ 84.07% |
$1.6M - $1.65M
|
78.3K
$3.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
28.5KNew |
$1.28M - $1.32M
|
28.5K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.1KNew |
$1.21M - $1.25M
|
27.1K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.4K+ 48.44% |
$958K - $989K
|
65.5K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
BUY
|
- |
16.1K+ 27.03% |
$721K - $745K
|
75.6K
$3.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.4K+ 11.84% |
$690K - $712K
|
145K
$6.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.5K+ 9.1% |
$605K - $624K
|
162K
$7.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.2K+ 22.1% |
$590K - $610K
|
72.8K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 7.45% |
$552K - $570K
|
177K
$8.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2K+ 2.21% |
$503K - $519K
|
519K
$23.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10.9K+ 2.2% |
$489K - $505K
|
506K
$23.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 33.99% |
$453K - $468K
|
39.8K
$1.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.82K+ 35.76% |
$440K - $454K
|
37.3K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.5K+ 79.1% |
$426K - $440K
|
21.5K
$983K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9.4KNew |
$421K - $435K
|
9.4K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
8.04K+ 24.39% |
$360K - $372K
|
41K
$1.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.41KNew |
$332K - $343K
|
7.41K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 28.74% |
$295K - $305K
|
29.5K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
6.22K+ 66.75% |
$279K - $288K
|
15.5K
$710K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
5.58K+ 8.31% |
$250K - $258K
|
72.7K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.57KNew |
$250K - $258K
|
5.57K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.29K+ 1.94% |
$237K - $245K
|
278K
$12.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.1KNew |
$228K - $236K
|
5.1K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.4KNew |
$197K - $204K
|
4.4K
$201K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.35KNew |
$195K - $201K
|
4.35K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.98K+ 1.57% |
$178K - $184K
|
257K
$11.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.95K+ 24.89% |
$177K - $183K
|
19.8K
$906K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.69K+ 24.63% |
$166K - $171K
|
18.7K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.61KNew |
$162K - $167K
|
3.61K
$165K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.6K+ 7.69% |
$161K - $167K
|
50.4K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.2K+ 0.41% |
$143K - $148K
|
787K
$36M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.05K+ 10.96% |
$137K - $141K
|
30.9K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.72K+ 21.0% |
$122K - $126K
|
15.7K
$716K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.14K+ 14.38% |
$96K - $99.1K
|
17K
$779K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.96K+ 9.07% |
$87.8K - $90.7K
|
23.6K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88K+ 0.26% |
$84.1K - $86.8K
|
733K
$33.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.75K+ 6.93% |
$78.2K - $80.8K
|
26.9K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 5.47% |
$72.8K - $75.2K
|
31.3K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 26.73% |
$64.8K - $66.9K
|
6.86K
$314K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 0.68% |
$48K - $49.5K
|
158K
$7.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.04K+ 347.33% |
$46.7K - $48.2K
|
1.34K
$61.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.03K+ 11.89% |
$46.2K - $47.7K
|
9.69K
$443K
|