Purchases and Sales Made in Q4 2023 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 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 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
535New |
$22K - $24.3K
|
535
$24K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
519New |
$21.4K - $23.6K
|
519
$23.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
410New |
$16.9K - $18.6K
|
410
$18.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$12.4K - $13.6K
|
300
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
294New |
$12.1K - $13.4K
|
294
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
172New |
$7.08K - $7.81K
|
172
$7.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
160New |
$6.59K - $7.27K
|
160
$7.17K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
90+ 0.52% |
$3.71K - $4.09K
|
17.5K
$785K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
10+ 0.1% |
$412 - $454
|
9.95K
$446K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.74% |
$82.4 - $90.8
|
117
$5.24K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66- 0.4% |
$2.72K - $3K
|
16.6K
$745K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-328- 67.77% |
$13.5K - $14.9K
|
156
$6.99K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-389- 5.79% |
$16K - $17.7K
|
6.33K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-612- 51.04% |
$25.2K - $27.8K
|
587
$26.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-775- 1.33% |
$31.9K - $35.2K
|
57.6K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-824- 85.92% |
$33.9K - $37.4K
|
135
$6.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 94.81% |
$42.1K - $46.5K
|
56
$2.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.64K- 8.72% |
$109K - $120K
|
27.6K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.74K- 19.44% |
$113K - $125K
|
11.4K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.26K- 24.43% |
$340K - $375K
|
25.5K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 53.02% |
$450K - $496K
|
9.68K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.5K- 22.63% |
$516K - $569K
|
42.8K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.4K- 10.08% |
$1.05M - $1.15M
|
227K
$10.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-79.8K- 10.04% |
$3.29M - $3.63M
|
715K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 79.47% |
$4.34M - $4.78M
|
27.2K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190K- 99.89% |
$7.84M - $8.64M
|
209
$9.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-212K- 16.35% |
$8.73M - $9.63M
|
1.08M
$48.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-481K- 99.88% |
$19.8M - $21.8M
|
587
$26.3K
|