Purchases and Sales Made in Q1 2023 in Ishares Tr Edge Invt Grade Enh (IGEB)
This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE INVT GRADE ENH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
450KNew |
$19.4M - $20.5M
|
450K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
140KNew |
$6.07M - $6.39M
|
140K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106K+ 146.96% |
$4.59M - $4.84M
|
179K
$7.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.5KNew |
$4.13M - $4.35M
|
95.5K
$4.23M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.7KNew |
$3.84M - $4.04M
|
88.7K
$3.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
83.2K+ 14.47% |
$3.6M - $3.79M
|
659K
$29.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.4KNew |
$2.18M - $2.3M
|
50.4K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
40.9KNew |
$1.77M - $1.86M
|
40.9K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 1448.57% |
$1.67M - $1.76M
|
41.3K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
36.4KNew |
$1.57M - $1.66M
|
36.4K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.6KNew |
$1.11M - $1.16M
|
25.6K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.1K+ 44.64% |
$871K - $917K
|
65.3K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$594K - $625K
|
13.7K
$608K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.3KNew |
$533K - $561K
|
12.3K
$546K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.22KNew |
$399K - $420K
|
9.22K
$408K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.59K+ 71.82% |
$328K - $345K
|
18.1K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.44K+ 9.44% |
$322K - $339K
|
86.2K
$3.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
6.38KNew |
$276K - $291K
|
6.38K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.29K+ 3.71% |
$272K - $286K
|
176K
$7.77M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$228K - $240K
|
5.27K
$233K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.82KNew |
$208K - $219K
|
4.82K
$213K
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.77K+ 0.95% |
$206K - $217K
|
509K
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.35K+ 35.11% |
$145K - $153K
|
12.9K
$571K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.51K+ 28.49% |
$109K - $114K
|
11.3K
$502K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.42K+ 36.2% |
$105K - $110K
|
9.11K
$403K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.99K+ 4730.95% |
$85.9K - $90.5K
|
2.03K
$89.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 32.94% |
$72K - $75.8K
|
6.72K
$297K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.38K+ 6.65% |
$59.8K - $63K
|
22.2K
$983K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.08KNew |
$46.6K - $49K
|
1.08K
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
150+ 1.93% |
$6.49K - $6.83K
|
7.93K
$351K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
139New |
$6.01K - $6.33K
|
139
$6.15K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44- 0.24% |
$1.9K - $2K
|
18.6K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-323- 99.38% |
$14K - $14.7K
|
2
$88.5
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-431- 2.35% |
$18.6K - $19.6K
|
17.9K
$794K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-794- 86.87% |
$34.3K - $36.2K
|
120
$5.31K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 2.48% |
$52.8K - $55.6K
|
48K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.3K- 1.81% |
$99.4K - $105K
|
125K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.73K- 16.71% |
$161K - $170K
|
18.6K
$823K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-9.83K- 49.46% |
$425K - $447K
|
10K
$445K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-16.3K- 1.01% |
$705K - $743K
|
1.59M
$70.4M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-32.5K- 49.68% |
$1.4M - $1.48M
|
32.9K
$1.46M
|