Latest Institutional Transactions on Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information on the latest institutional transactions involving Ishares Tr Edge Invt Grade Enh (IGEB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 11.04% |
$57.9K - $60.3K
|
10.7K
$485K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 13.31% |
$129K - $134K
|
25.2K
$1.14M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.37K+ 24.32% |
$234K - $244K
|
27.5K
$1.25M
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.9K+ 2.59% |
$83K - $86.4K
|
75.3K
$3.41M
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
26.8K+ 13.15% |
$1.17M - $1.22M
|
231K
$10.5M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 1.75% |
$73.9K - $76.9K
|
98.2K
$4.45M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.91K- 1.25% |
$433K - $450K
|
784K
$35.6M
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 67.52% |
$49.4K - $51.4K
|
544
$24.7K
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-802- 5.08% |
$35K - $36.4K
|
15K
$681K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.45KNew |
$194K - $202K
|
4.45K
$202K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-27K- 80.76% |
$1.18M - $1.23M
|
6.44K
$292K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$473K - $493K
|
10.8K
$492K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
117K+ 245.89% |
$5.12M - $5.33M
|
165K
$7.49M
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
5.65K+ 26.6% |
$246K - $257K
|
26.9K
$1.22M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45.5K+ 71.18% |
$1.99M - $2.07M
|
110K
$4.97M
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14- 0.23% |
$611 - $636
|
6K
$272K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.48K+ 11.26% |
$64.7K - $67.4K
|
14.7K
$665K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
33KNew |
$1.44M - $1.5M
|
33K
$1.5M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 2.42% |
$21K - $21.9K
|
19.4K
$879K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$262 - $273
|
6
$272
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59.8K- 71.84% |
$2.61M - $2.72M
|
23.5K
$1.06M
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
26.8K+ 5.15% |
$1.17M - $1.22M
|
548K
$24.9M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.02M - $1.06M
|
23.3K
$1.06M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 5.09% |
$26.2K - $27.3K
|
12.4K
$563K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.7K+ 29.49% |
$2.47M - $2.58M
|
249K
$11.3M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 5.17% |
$83.5K - $87K
|
35.1K
$1.59M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41+ 1.26% |
$1.79K - $1.86K
|
3.29K
$149K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 2.26% |
$45.2K - $47K
|
46.8K
$2.12M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12KNew |
$49K - $51K
|
1.12K
$51K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.9K+ 4.52% |
$127K - $132K
|
67.1K
$3.05M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.2K- 15.08% |
$4.02M - $4.19M
|
519K
$23.6M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.06KNew |
$221K - $230K
|
5.06K
$230K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.49KNew |
$240K - $250K
|
5.49K
$249K
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-509- 1.16% |
$22.2K - $23.1K
|
43.4K
$1.97M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17.1K- 40.33% |
$744K - $775K
|
25.2K
$1.14M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 10.32% |
$47.8K - $49.8K
|
11.7K
$531K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59.6KNew |
$2.6M - $2.71M
|
59.6K
$2.7M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-528- 1.75% |
$23K - $24K
|
29.7K
$1.35M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.61K- 1.86% |
$419K - $436K
|
508K
$23.1M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54K+ 10.13% |
$242K - $252K
|
60.2K
$2.73M
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 0.76% |
$5.24K - $5.45K
|
15.9K
$720K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.96K+ 5.73% |
$173K - $180K
|
72.9K
$3.31M
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 4.76% |
$13.1K - $13.6K
|
6K
$272K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.3K+ 3.93% |
$450K - $469K
|
273K
$12.4M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.1K+ 87.24% |
$3.02M - $3.14M
|
148K
$6.73M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-331- 1.01% |
$14.4K - $15K
|
32.6K
$1.48M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 19.81% |
$320K - $333K
|
29.7K
$1.35M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.5K- 7.83% |
$632K - $658K
|
171K
$7.74M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 52.9% |
$449K - $467K
|
29.7K
$1.35M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.72K+ 8.87% |
$337K - $351K
|
94.7K
$4.3M
|