Latest Institutional Purchases of Ishares Tr Edge Invt Grade Enh (IGEB)
This list provides information on the latest institutional transactions involving Ishares Tr Edge Invt Grade Enh (IGEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
204K+ 69.63% |
$8.98M - $9.52M
|
497K
$22.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
102K+ 21.01% |
$4.48M - $4.75M
|
587K
$26.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
79.1K+ 9.2% |
$3.48M - $3.69M
|
939K
$42.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
69.3KNew |
$3.05M - $3.23M
|
69.3K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
49.5KNew |
$2.18M - $2.31M
|
49.5K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
46.4K+ 34.66% |
$2.04M - $2.17M
|
180K
$8.08M
|
|
|
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
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 9.43% |
$1.7M - $1.8M
|
447K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
38.1KNew |
$1.68M - $1.78M
|
38.1K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35.9KNew |
$1.58M - $1.67M
|
35.9K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
30.6KNew |
$1.34M - $1.43M
|
30.6K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.3K+ 129.85% |
$1.33M - $1.41M
|
53.6K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 4.5% |
$1.21M - $1.29M
|
640K
$28.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.7K+ 69.7% |
$777K - $823K
|
43K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.6KNew |
$554K - $588K
|
12.6K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.3K+ 1.52% |
$543K - $575K
|
823K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 19.14% |
$509K - $540K
|
72.1K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.7KNew |
$469K - $497K
|
10.7K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.68KNew |
$426K - $451K
|
9.68K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.8K+ 7.57% |
$387K - $410K
|
125K
$5.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.55K+ 11.35% |
$376K - $398K
|
83.9K
$3.76M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
8.1K+ 1.69% |
$356K - $378K
|
487K
$21.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.22K+ 19.94% |
$318K - $337K
|
43.4K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.05K+ 17.55% |
$310K - $329K
|
47.2K
$2.12M
|
|
|
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
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.81K+ 20.88% |
$300K - $318K
|
39.4K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
6.25KNew |
$275K - $291K
|
6.25K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
5.85KNew |
$257K - $273K
|
5.85K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
5.84K+ 50.66% |
$257K - $272K
|
17.4K
$778K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.6K+ 27.96% |
$246K - $261K
|
25.6K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$244K - $258K
|
5.54K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.2KNew |
$229K - $242K
|
5.2K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.14K+ 16.71% |
$226K - $240K
|
35.9K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.85K+ 10.02% |
$213K - $226K
|
53.3K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.73KNew |
$208K - $221K
|
4.73K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.2K+ 76.1% |
$185K - $196K
|
9.72K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.77K+ 15.66% |
$166K - $176K
|
27.8K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 6.0% |
$157K - $167K
|
63.2K
$2.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.22K+ 13.57% |
$142K - $150K
|
27K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.88K+ 16.4% |
$127K - $134K
|
20.5K
$917K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.87K+ 9.65% |
$126K - $134K
|
32.6K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.61K+ 11.56% |
$115K - $122K
|
25.2K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 42.99% |
$106K - $113K
|
8.04K
$360K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.85K+ 19.38% |
$81.2K - $86.1K
|
11.4K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.78K+ 12.29% |
$78.3K - $83K
|
16.3K
$728K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 22.53% |
$66.9K - $70.9K
|
8.27K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 5.12% |
$65.9K - $69.8K
|
30.7K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 8.15% |
$63.9K - $67.8K
|
19.3K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.34K+ 10.69% |
$59.1K - $62.6K
|
13.9K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.08K+ 27.57% |
$47.5K - $50.4K
|
5K
$224K
|