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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$12.4K - $13.6K
|
300
$13.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.42K+ 0.54% |
$58.4K - $64.4K
|
263K
$11.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-328- 67.77% |
$13.5K - $14.9K
|
156
$6.93K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.59K- 15.93% |
$67.4K - $70.5K
|
8.39K
$373K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
30KNew |
$1.31M - $1.35M
|
30K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
1.15K+ 18.01% |
$50.2K - $51.7K
|
7.53K
$335K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.82KNew |
$208K - $219K
|
4.82K
$214K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$228K - $240K
|
5.27K
$234K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
139New |
$6.01K - $6.33K
|
139
$6.18K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.4KNew |
$428K - $463K
|
10.4K
$461K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
59New |
$2.43K - $2.63K
|
59
$2.62K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.82KNew |
$199K - $215K
|
4.82K
$214K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
18.4KNew |
$775K - $851K
|
18.4K
$820K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-404- 7.19% |
$17K - $18.6K
|
5.21K
$232K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.51KClosed |
$66.1K - $73.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-333Closed |
$14.6K - $16.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-844- 3.96% |
$37K - $41K
|
20.5K
$910K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-40.8KClosed |
$1.79M - $1.99M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-142Closed |
$6.23K - $6.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-96Closed |
$4.59K - $5.02K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-24.3KClosed |
$1.28M - $1.32M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-281Closed |
$14.8K - $15.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.21KClosed |
$63.1K - $66.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.67KClosed |
$349K - $368K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
PUT |
-434KClosed |
$23.5M - $24.1M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.32KClosed |
$289K - $296K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.39KClosed |
$75.4K - $77.4K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.4KClosed |
$75.9K - $78.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-155Closed |
$7.55K - $8.43K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
320New |
$14.4K - $17.2K
|
320
$14.2K
|
|
| Q1 2019 | |||||||
|
Apr 11, 2019
Q1 2019
|
Pflug Koory, LLC
|
BUY
|
- |
8.95KNew |
$424K - $445K
|
8.95K
$398K
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-27.1KClosed |
$1.29M - $1.32M
|
0
$0
|
|