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 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.88K- 17.97% |
$302K - $321K
|
31.4K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
59New |
$2.6K - $2.75K
|
59
$2.68K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$88 - $93.3
|
935
$42.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
203+ 1.27% |
$8.93K - $9.47K
|
16.2K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.84K+ 50.66% |
$257K - $272K
|
17.4K
$788K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.63% |
$44.7K - $47.4K
|
19.1K
$865K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.8K+ 7.57% |
$387K - $410K
|
125K
$5.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 17.55% |
$310K - $329K
|
47.2K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 0.09% |
$572 - $606
|
14.7K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.3K+ 97.86% |
$1.95M - $2.07M
|
89.6K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
543New |
$23.9K - $25.3K
|
543
$24.6K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 0.37% |
$1.63K - $1.73K
|
10.1K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$469K - $497K
|
10.7K
$483K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 6.79% |
$29.7K - $31.5K
|
10.6K
$482K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
193New |
$8.49K - $9K
|
193
$8.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 16.71% |
$226K - $240K
|
35.9K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 42.99% |
$106K - $113K
|
8.04K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-160- 3.19% |
$7.04K - $7.46K
|
4.86K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-86- 4.54% |
$3.78K - $4.01K
|
1.81K
$82.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$244K - $258K
|
5.54K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.34K+ 10.69% |
$59.1K - $62.6K
|
13.9K
$631K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-356- 26.77% |
$15.7K - $16.6K
|
974
$44.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.5K- 5.58% |
$65.9K - $69.9K
|
25.3K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-618- 71.78% |
$27.2K - $28.8K
|
243
$11K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
153+ 1.37% |
$6.73K - $7.13K
|
11.3K
$514K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16- 0.33% |
$704 - $746
|
4.83K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.99K+ 31.79% |
$307K - $326K
|
29K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.61K+ 11.56% |
$115K - $122K
|
25.2K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
211New |
$9.28K - $9.84K
|
211
$9.57K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
112KNew |
$4.85M - $5M
|
112K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4M+ 5773.0% |
$60.6M - $62.4M
|
1.42M
$64.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
3.63KNew |
$157K - $162K
|
3.63K
$165K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$222K - $229K
|
5.12K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
230New |
$9.98K - $10.3K
|
230
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.74KNew |
$249K - $257K
|
5.74K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.88KNew |
$81.7K - $84.1K
|
1.88K
$85.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 18.52% |
$50.9K - $52.4K
|
5.16K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
108New |
$4.69K - $4.83K
|
108
$4.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
68+ 5.58% |
$3.01K - $3.08K
|
1.29K
$58.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.3K+ 151.09% |
$1.3M - $1.33M
|
48.8K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.2K+ 111.63% |
$804K - $824K
|
34.5K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
67New |
$2.96K - $3.04K
|
67
$3.04K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.7K+ 32.56% |
$164K - $168K
|
15.1K
$684K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
161New |
$7.12K - $7.29K
|
161
$7.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.64K- 8.72% |
$109K - $120K
|
27.6K
$1.25M
|
|