Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
611KNew |
$26.8M - $27.7M
|
611K
$27.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 23.87% |
$15.7M - $16.3M
|
1.86M
$83.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
178K+ 1236.82% |
$7.78M - $8.05M
|
192K
$8.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
126K+ 32.06% |
$5.5M - $5.69M
|
518K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99.7K+ 61.17% |
$4.36M - $4.52M
|
263K
$11.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.7K+ 7.25% |
$4.19M - $4.33M
|
1.41M
$63.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
93.1K+ 17.52% |
$4.07M - $4.22M
|
625K
$27.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
66.2K+ 72.88% |
$2.9M - $3M
|
157K
$7.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
51.4K+ 6.15% |
$2.25M - $2.33M
|
887K
$39.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40K+ 3.66% |
$1.75M - $1.81M
|
1.13M
$50.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
33.5KNew |
$1.47M - $1.52M
|
33.5K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.9KNew |
$1.44M - $1.49M
|
32.9K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
30.2KNew |
$1.32M - $1.37M
|
30.2K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
30K+ 52.59% |
$1.31M - $1.36M
|
87K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25.5K+ 58.73% |
$1.12M - $1.16M
|
69K
$3.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23.6K+ 4.73% |
$1.03M - $1.07M
|
522K
$23.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.7K+ 125.92% |
$949K - $983K
|
38.9K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
19.2K+ 31.95% |
$840K - $869K
|
79.2K
$3.54M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18.4K+ 40.45% |
$806K - $835K
|
64K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 22.06% |
$763K - $790K
|
96.5K
$4.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.1K+ 23.91% |
$703K - $728K
|
83.3K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
15.7K+ 27.21% |
$687K - $711K
|
73.4K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 44.55% |
$633K - $656K
|
47K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.5K+ 48.06% |
$591K - $612K
|
41.6K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 54.8% |
$574K - $594K
|
37K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.7K+ 234.59% |
$511K - $529K
|
16.6K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
10.8K+ 20.28% |
$474K - $491K
|
64.2K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 1061300.0% |
$464K - $481K
|
10.6K
$474K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.52K+ 29.07% |
$417K - $431K
|
42.3K
$1.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.5K+ 74.71% |
$416K - $430K
|
22.2K
$993K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.43K+ 3.73% |
$412K - $427K
|
262K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.1K+ 19.45% |
$311K - $322K
|
43.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.53K+ 5.94% |
$286K - $296K
|
117K
$5.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.51K+ 5.76% |
$285K - $295K
|
119K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
4.38K+ 19.57% |
$192K - $199K
|
26.8K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.33K+ 2.17% |
$190K - $196K
|
204K
$9.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.16K+ 6.96% |
$182K - $188K
|
63.9K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87K+ 23.84% |
$169K - $175K
|
20.1K
$899K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 19.89% |
$160K - $166K
|
22.1K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.37K+ 39.98% |
$147K - $153K
|
11.8K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.86K+ 17.25% |
$125K - $130K
|
19.4K
$869K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.23K+ 6.74% |
$97.4K - $101K
|
35.3K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.12K+ 5.07% |
$92.8K - $96.1K
|
43.9K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.85K+ 18.19% |
$80.9K - $83.8K
|
12K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.7K+ 14.81% |
$74.3K - $77K
|
13.2K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 25.71% |
$64.9K - $67.2K
|
7.26K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.4K+ 2.59% |
$61.4K - $63.6K
|
55.7K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 31.15% |
$59.6K - $61.8K
|
5.74K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 2.46% |
$55K - $57K
|
52.3K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 20.55% |
$53.2K - $55.1K
|
7.13K
$319K
|