Purchases and Sales Made in Q4 2023 in Ishares Tr Edge Invt Grade Enh (IGEB)

IGEB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB) during Q4 2023. 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
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
1.1M
New
$45.1M - $49.8M
1.1M $49.1M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
519K
+ 1210.04%
$21.4M - $23.6M
561K $25.2M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
332K
New
$13.7M - $15.1M
332K $14.9M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
321K
+ 369.57%
$13.2M - $14.6M
408K $18.3M
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
313K
New
$12.9M - $14.2M
313K $14M
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
269K
New
$11.1M - $12.2M
269K $12.1M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
202K
New
$8.32M - $9.18M
202K $9.05M
Feb 09, 2024 Q4 2023
Dorval Corp

Maple Grove, MN
BUY
 -
199K
New
$8.19M - $9.04M
199K $8.91M
Jan 10, 2024 Q4 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
184K
+ 197.04%
$7.56M - $8.34M
277K $12.4M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
134K
New
$5.52M - $6.08M
134K $6M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
106K
New
$4.36M - $4.81M
106K $4.75M
Jan 08, 2024 Q4 2023
Systelligence, LLC

BUY
 -
92.6K
New
$3.82M - $4.21M
92.6K $4.15M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
88K
+ 68.47%
$3.62M - $4M
216K $9.7M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
64.4K
New
$2.65M - $2.92M
64.4K $2.88M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
48.3K
New
$1.99M - $2.2M
48.3K $2.17M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
45.5K
New
$1.87M - $2.07M
45.5K $2.04M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
45.1K
New
$1.86M - $2.05M
45.1K $2.02M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
38.9K
New
$1.6M - $1.77M
38.9K $1.74M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
BUY
 -
33.4K
New
$1.37M - $1.52M
33.4K $1.5M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
26.7K
+ 12.64%
$1.1M - $1.21M
238K $10.6M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
24K
New
$989K - $1.09M
24K $1.08M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
22.3K
New
$920K - $1.01M
22.3K $1M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.4K
New
$800K - $882K
19.4K $870K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
18.2K
New
$751K - $829K
18.2K $818K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
16.5K
New
$680K - $750K
16.5K $740K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
16.3K
New
$671K - $740K
16.3K $730K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
14.1K
New
$580K - $639K
14.1K $631K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
12.9K
New
$532K - $587K
12.9K $579K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
12.6K
New
$521K - $574K
12.6K $566K
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.1K
+ 8938.71%
$457K - $503K
11.2K $502K
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
10.3K
New
$424K - $467K
10.3K $461K
Jan 18, 2024 Q4 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
9.86K
+ 72.85%
$406K - $448K
23.4K $1.05M
Feb 09, 2024 Q4 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
8.97K
New
$369K - $407K
8.97K $402K
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.69K
New
$358K - $395K
8.69K $389K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
7.73K
New
$319K - $351K
7.73K $347K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.6K
New
$230K - $254K
5.6K $251K
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
5.43K
New
$223K - $246K
5.43K $243K
Jan 30, 2024 Q4 2023
Buffington Mohr Mc Neal

BUY
 -
5.13K
+ 15.78%
$211K - $233K
37.6K $1.68M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
5.05K
New
$208K - $229K
5.05K $226K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

BUY
 -
4.49K
New
$185K - $204K
4.49K $201K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
4.38K
New
$181K - $199K
4.38K $196K
Jan 03, 2024 Q4 2023
Waller Financial Planning Group, Inc

BUY
 -
3.84K
+ 0.82%
$158K - $174K
470K $21.1M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.32K
+ 19.81%
$137K - $151K
20.1K $899K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.49K
New
$102K - $113K
2.49K $111K
Jan 03, 2024 Q4 2023
Paragon Wealth Strategies, LLC

BUY
 -
1.42K
+ 0.54%
$58.4K - $64.4K
263K $11.8M
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
1.24K
New
$50.9K - $56.1K
1.24K $55.4K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.23K
New
$50.5K - $55.7K
1.23K $54.9K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.22K
New
$50.2K - $55.3K
1.22K $54.6K
Jan 25, 2024 Q4 2023
Altus Wealth Management, LLC

BUY
 -
716
+ 2.22%
$29.5K - $32.5K
33K $1.48M

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