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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.1K+ 87.24% |
$3.02M - $3.14M
|
148K
$6.7M
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59.6KNew |
$2.6M - $2.71M
|
59.6K
$2.69M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.7K+ 29.49% |
$2.47M - $2.58M
|
249K
$11.2M
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
26.8K+ 5.15% |
$1.17M - $1.22M
|
548K
$24.8M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.02M - $1.06M
|
23.3K
$1.05M
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5K+ 8.8% |
$459K - $478K
|
130K
$5.87M
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.3K+ 3.93% |
$450K - $469K
|
273K
$12.3M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 52.9% |
$449K - $467K
|
29.7K
$1.34M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.72K+ 8.87% |
$337K - $351K
|
94.7K
$4.28M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.54K+ 1.34% |
$286K - $297K
|
495K
$22.4M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54K+ 10.13% |
$242K - $252K
|
60.2K
$2.72M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.49KNew |
$240K - $250K
|
5.49K
$248K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 13.38% |
$227K - $237K
|
44.1K
$1.99M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.06KNew |
$221K - $230K
|
5.06K
$229K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.96K+ 5.73% |
$173K - $180K
|
72.9K
$3.3M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.9K+ 4.52% |
$127K - $132K
|
67.1K
$3.03M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12KNew |
$49K - $51K
|
1.12K
$50.7K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 10.32% |
$47.8K - $49.8K
|
11.7K
$529K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 2.26% |
$45.2K - $47K
|
46.8K
$2.12M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 5.09% |
$26.2K - $27.3K
|
12.4K
$560K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
594New |
$25.9K - $27K
|
594
$26.8K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 0.76% |
$5.24K - $5.45K
|
15.9K
$717K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41+ 1.26% |
$1.79K - $1.86K
|
3.29K
$148K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$262 - $273
|
6
$271
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.02% |
$262 - $273
|
25.3K
$1.14M
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 23.87% |
$15.7M - $16.3M
|
1.86M
$84.2M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
201K+ 223.29% |
$8.81M - $9.12M
|
291K
$13.2M
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
200K+ 14.07% |
$8.75M - $9.06M
|
1.62M
$73.3M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
153K+ 31.81% |
$6.71M - $6.94M
|
635K
$28.7M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138K+ 772.56% |
$6.03M - $6.24M
|
156K
$7.03M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
134KNew |
$5.87M - $6.08M
|
134K
$6.06M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 27.97% |
$5.43M - $5.62M
|
568K
$25.6M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123K+ 131.99% |
$5.38M - $5.57M
|
216K
$9.76M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 30.31% |
$4.8M - $4.97M
|
472K
$21.3M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.7K+ 7.25% |
$4.19M - $4.33M
|
1.41M
$63.9M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93.1K+ 17.52% |
$4.07M - $4.22M
|
625K
$28.2M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.4K+ 10.54% |
$3.61M - $3.74M
|
865K
$39.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.5K+ 21.8% |
$2.95M - $3.06M
|
377K
$17M
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
66.2K+ 72.88% |
$2.9M - $3M
|
157K
$7.09M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.2K+ 10.3% |
$2.46M - $2.55M
|
601K
$27.2M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
53.2K+ 21.08% |
$2.33M - $2.41M
|
306K
$13.8M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
51.4K+ 6.15% |
$2.25M - $2.33M
|
887K
$40.1M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40K+ 3.66% |
$1.75M - $1.81M
|
1.13M
$51.1M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
33.5KNew |
$1.47M - $1.52M
|
33.5K
$1.51M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 16.96% |
$857K - $887K
|
135K
$6.1M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.8K+ 47.59% |
$822K - $851K
|
58.3K
$2.63M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.4K+ 40.45% |
$806K - $835K
|
64K
$2.89M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 22.06% |
$763K - $790K
|
96.5K
$4.36M
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15.7K+ 27.21% |
$687K - $711K
|
73.4K
$3.32M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 44.55% |
$633K - $656K
|
47K
$2.12M
|