Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.55K+ 0.75% |
$157K - $161K
|
474K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.38KNew |
$149K - $153K
|
3.38K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.12KNew |
$138K - $141K
|
3.12K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 6.81% |
$137K - $140K
|
48.6K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.34K+ 11.65% |
$103K - $106K
|
22.4K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.61K+ 3.76% |
$71.1K - $72.9K
|
44.5K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.28K+ 14.29% |
$56.6K - $58K
|
10.2K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1K+ 3.0% |
$44.2K - $45.3K
|
34.4K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
873+ 8.77% |
$38.6K - $39.5K
|
10.8K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
656+ 2.94% |
$29K - $29.7K
|
23K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
538+ 3.82% |
$23.8K - $24.4K
|
14.6K
$655K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
518New |
$22.9K - $23.5K
|
518
$23.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
443+ 36.13% |
$19.6K - $20.1K
|
1.67K
$74.8K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
343New |
$15.2K - $15.5K
|
343
$15.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
223+ 0.49% |
$9.86K - $10.1K
|
45.4K
$2.03M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
185New |
$8.18K - $8.38K
|
185
$8.29K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
185New |
$8.18K - $8.38K
|
185
$8.29K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166+ 0.05% |
$7.34K - $7.52K
|
332K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
161New |
$7.12K - $7.29K
|
161
$7.21K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
104+ 1.92% |
$4.6K - $4.71K
|
5.53K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
68+ 5.58% |
$3.01K - $3.08K
|
1.29K
$57.6K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
67New |
$2.96K - $3.04K
|
67
$3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 2.06% |
$486 - $498
|
546
$24.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.77% |
$177 - $181
|
523
$23.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.79% |
$44.2 - $45.3
|
57
$2.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.85% |
$44.2 - $45.3
|
118
$5.29K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 29.38% |
$2.08K - $2.13K
|
113
$5.06K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-93- 25.62% |
$4.11K - $4.21K
|
270
$12.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-189- 64.29% |
$8.35K - $8.56K
|
105
$4.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-234- 1.81% |
$10.3K - $10.6K
|
12.7K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-433- 0.47% |
$19.1K - $19.6K
|
92.2K
$4.13M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-532- 1.1% |
$23.5K - $24.1K
|
47.8K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-613- 24.65% |
$27.1K - $27.8K
|
1.87K
$84K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-773- 2.34% |
$34.2K - $35K
|
32.2K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.34K- 5.26% |
$59.4K - $60.8K
|
24.2K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.73K- 10.42% |
$76.6K - $78.5K
|
14.9K
$667K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 4.48% |
$532K - $546K
|
257K
$11.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-94.8K- 8.74% |
$4.19M - $4.29M
|
990K
$44.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-97.4K- 83.43% |
$4.3M - $4.41M
|
19.4K
$867K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-451K- 93.71% |
$19.9M - $20.4M
|
30.3K
$1.36M
|