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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
51New |
$2.24K - $2.38K
|
51
$2.27K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.85K+ 11.14% |
$81.6K - $86.5K
|
18.5K
$823K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.7K+ 3.5% |
$3.29M - $3.48M
|
2.21M
$98.2M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.12% |
$88 - $93.3
|
177
$7.88K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
67New |
$2.95K - $3.12K
|
67
$2.98K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.1K+ 113.03% |
$1.1M - $1.17M
|
47.3K
$2.11M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.85K+ 13.14% |
$81.2K - $86.1K
|
15.9K
$708K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-29- 0.56% |
$1.28K - $1.35K
|
5.18K
$231K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.2KNew |
$668K - $708K
|
15.2K
$676K
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-345- 4.17% |
$15.2K - $16.1K
|
7.93K
$353K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.07K- 82.11% |
$90.8K - $96.3K
|
450
$20K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-155- 0.49% |
$6.82K - $7.23K
|
31.2K
$1.39M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.9K+ 4.9% |
$83.4K - $88.4K
|
40.6K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
548+ 6.07% |
$24.1K - $25.6K
|
9.58K
$426K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-430K- 49.2% |
$18.9M - $20.1M
|
444K
$19.8M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.74K+ 9.1% |
$208K - $221K
|
56.8K
$2.53M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$396 - $420
|
14.5K
$644K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 2.2% |
$6.28M - $6.66M
|
6.63M
$295M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.14KNew |
$270K - $286K
|
6.14K
$273K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
820+ 3.03% |
$36.1K - $38.2K
|
27.9K
$1.24M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
78+ 0.2% |
$3.43K - $3.64K
|
39.8K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.39K+ 29.75% |
$105K - $112K
|
10.4K
$465K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-139- 2.48% |
$6.11K - $6.48K
|
5.46K
$243K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-9- 0.67% |
$396 - $420
|
1.34K
$59.7K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.22% |
$308 - $326
|
583
$26K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3- 0.05% |
$132 - $140
|
5.89K
$262K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
250K+ 21.33% |
$11M - $11.7M
|
1.42M
$63.3M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 29.36% |
$75.1K - $79.6K
|
7.52K
$335K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11K+ 25.44% |
$484K - $513K
|
54.3K
$2.42M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.29% |
$88 - $93.3
|
690
$30.7K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.4M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
622New |
$27.4K - $29K
|
622
$27.7K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.0% |
$157K - $167K
|
63.2K
$2.81M
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.6K+ 27.96% |
$246K - $261K
|
25.6K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 1.52% |
$543K - $575K
|
823K
$36.7M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$278K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-669- 4.0% |
$29.4K - $31.2K
|
16.1K
$715K
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$506K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 9.43% |
$1.7M - $1.8M
|
447K
$19.9M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
540+ 0.65% |
$23.8K - $25.2K
|
83.9K
$3.73M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 15.66% |
$166K - $176K
|
27.8K
$1.24M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
672+ 5.81% |
$29.6K - $31.3K
|
12.2K
$545K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
59New |
$2.6K - $2.75K
|
59
$2.63K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$88 - $93.3
|
935
$41.6K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
203+ 1.27% |
$8.93K - $9.47K
|
16.2K
$722K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.19M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.6KNew |
$554K - $588K
|
12.6K
$561K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 36.94% |
$220K - $233K
|
8.53K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.22K+ 13.57% |
$142K - $150K
|
27K
$1.2M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-217- 2.9% |
$9.55K - $10.1K
|
7.25K
$323K
|