Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
504KNew |
$20.8M - $22.5M
|
504K
$22.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.4K+ 1122.97% |
$2.99M - $3.22M
|
78.8K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
49.2KNew |
$2.03M - $2.19M
|
49.2K
$2.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
45.1KNew |
$1.86M - $2.01M
|
45.1K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.3KNew |
$921K - $995K
|
22.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$882K - $953K
|
21.4K
$958K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.6KNew |
$769K - $830K
|
18.6K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 18.28% |
$461K - $498K
|
72.3K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.4KNew |
$428K - $463K
|
10.4K
$465K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.82KNew |
$364K - $393K
|
8.82K
$395K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.79K+ 1.55% |
$363K - $392K
|
575K
$25.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.45K+ 5.26% |
$349K - $377K
|
169K
$7.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.82KNew |
$199K - $215K
|
4.82K
$216K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.89K+ 59.67% |
$77.9K - $84.1K
|
5.05K
$226K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
914New |
$37.7K - $40.7K
|
914
$41K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
700+ 7.1% |
$28.9K - $31.2K
|
10.6K
$473K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
450+ 17.11% |
$18.6K - $20.1K
|
3.08K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
323+ 16150.0% |
$13.3K - $14.4K
|
325
$14.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
257+ 10.67% |
$10.6K - $11.5K
|
2.67K
$119K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
181+ 1.93% |
$7.47K - $8.07K
|
9.55K
$428K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
59New |
$2.43K - $2.63K
|
59
$2.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
42New |
$1.73K - $1.87K
|
42
$1.88K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-52- 0.77% |
$2.15K - $2.32K
|
6.69K
$300K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-331- 0.26% |
$13.7K - $14.8K
|
127K
$5.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 4.61% |
$41.5K - $44.8K
|
20.8K
$933K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 6.04% |
$48.7K - $52.6K
|
18.4K
$823K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.29K- 6.11% |
$53.3K - $57.6K
|
19.9K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.55K- 9.11% |
$270K - $292K
|
65.4K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.4K- 79.6% |
$1.25M - $1.35M
|
7.78K
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-133K- 7.66% |
$5.5M - $5.94M
|
1.61M
$72M
|