Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.98KNew |
$220K - $231K
|
4.98K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
4.93K+ 5.74% |
$218K - $229K
|
90.8K
$4.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
4.81KNew |
$212K - $223K
|
4.81K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.56KNew |
$201K - $212K
|
4.56K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.52K+ 17.71% |
$200K - $210K
|
30.1K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.06K+ 25.66% |
$179K - $189K
|
19.9K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.87K+ 7.81% |
$171K - $180K
|
53.4K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.42K+ 13.86% |
$151K - $159K
|
28.1K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 0.87% |
$138K - $145K
|
362K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.91K+ 61.54% |
$129K - $135K
|
7.64K
$344K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.88KNew |
$127K - $134K
|
2.88K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
2.73K+ 46.73% |
$121K - $127K
|
8.58K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.44KNew |
$108K - $113K
|
2.44K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.39K+ 8.85% |
$106K - $111K
|
29.4K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.0% |
$105K - $110K
|
41.8K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.21K+ 6.45% |
$97.8K - $103K
|
36.5K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 1243.83% |
$89.1K - $93.6K
|
2.18K
$98K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.99K+ 16.63% |
$87.8K - $92.3K
|
13.9K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.97K+ 207.59% |
$87.1K - $91.5K
|
2.92K
$131K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 43.77% |
$58.9K - $61.9K
|
4.38K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.19K+ 222.76% |
$52.8K - $55.5K
|
1.73K
$77.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
533+ 0.11% |
$23.6K - $24.8K
|
498K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
504+ 5.26% |
$22.3K - $23.4K
|
10.1K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
496New |
$21.9K - $23K
|
496
$22.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
289+ 2.44% |
$12.8K - $13.4K
|
12.2K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
188New |
$8.31K - $8.73K
|
188
$8.46K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
188New |
$8.31K - $8.73K
|
188
$8.46K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151+ 0.42% |
$6.68K - $7.02K
|
36.1K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
80+ 1.35% |
$3.54K - $3.72K
|
6.02K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 22.09% |
$2.43K - $2.56K
|
304
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6+ 1.06% |
$265 - $279
|
570
$25.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.65% |
$88.4 - $92.9
|
123
$5.54K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$44.2 - $46.5
|
1
$45
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.72% |
$44.2 - $46.5
|
59
$2.66K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-23- 3.24% |
$1.02K - $1.07K
|
687
$30.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-27- 0.17% |
$1.19K - $1.25K
|
16.2K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-157- 39.05% |
$6.94K - $7.29K
|
245
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-274- 2.63% |
$12.1K - $12.7K
|
10.2K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-277- 4.67% |
$12.2K - $12.9K
|
5.66K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-277- 33.37% |
$12.2K - $12.9K
|
553
$24.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-285- 0.65% |
$12.6K - $13.2K
|
43.5K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-299- 63.48% |
$13.2K - $13.9K
|
172
$7.74K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-408- 6.83% |
$18K - $19K
|
5.56K
$250K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-500- 3.97% |
$22.1K - $23.2K
|
12.1K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-506- 3.14% |
$22.4K - $23.5K
|
15.6K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-527- 99.43% |
$23.3K - $24.5K
|
3
$135
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-661- 15.43% |
$29.2K - $30.7K
|
3.62K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-715- 1.18% |
$31.6K - $33.2K
|
59.7K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-758- 50.17% |
$33.5K - $35.2K
|
753
$33.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.1K- 4.81% |
$48.7K - $51.2K
|
21.8K
$982K
|