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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.1K+ 19.45% |
$311K - $322K
|
43.6K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.53K+ 5.94% |
$286K - $296K
|
117K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
6.51K+ 5.76% |
$285K - $295K
|
119K
$5.42M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.78K+ 57.2% |
$253K - $262K
|
15.9K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.8KNew |
$210K - $217K
|
4.8K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
4.38K+ 19.57% |
$192K - $199K
|
26.8K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.33K+ 2.17% |
$190K - $196K
|
204K
$9.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.16K+ 6.96% |
$182K - $188K
|
63.9K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87K+ 23.84% |
$169K - $175K
|
20.1K
$912K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.85K+ 32.35% |
$168K - $174K
|
15.8K
$715K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 19.89% |
$160K - $166K
|
22.1K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.37K+ 39.98% |
$147K - $153K
|
11.8K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.12K+ 7.3% |
$137K - $141K
|
45.9K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.09K+ 30.64% |
$135K - $140K
|
13.2K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.86K+ 17.25% |
$125K - $130K
|
19.4K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.75KNew |
$120K - $125K
|
2.75K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.23K+ 6.74% |
$97.4K - $101K
|
35.3K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.12K+ 5.07% |
$92.8K - $96.1K
|
43.9K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 5.29% |
$81.5K - $84.4K
|
37K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.85K+ 18.19% |
$80.9K - $83.8K
|
12K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.7K+ 14.81% |
$74.3K - $77K
|
13.2K
$597K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.63K+ 7.23% |
$71.2K - $73.8K
|
24.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 17.74% |
$65.6K - $67.9K
|
9.95K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 25.71% |
$64.9K - $67.2K
|
7.26K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.4K+ 2.59% |
$61.4K - $63.6K
|
55.7K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 31.15% |
$59.6K - $61.8K
|
5.74K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 2.46% |
$55K - $57K
|
52.3K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.23K+ 8.82% |
$53.7K - $55.6K
|
15.2K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 20.55% |
$53.2K - $55.1K
|
7.13K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.12K+ 20.67% |
$48.9K - $50.6K
|
6.52K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
933+ 18.37% |
$40.8K - $42.3K
|
6.01K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
730+ 8.51% |
$31.9K - $33.1K
|
9.31K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
728New |
$31.9K - $33K
|
728
$33K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
551+ 12.09% |
$24.1K - $25K
|
5.11K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 3.82% |
$22.2K - $23K
|
13.8K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
364+ 12.64% |
$15.9K - $16.5K
|
3.24K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
350+ 10.19% |
$15.3K - $15.9K
|
3.79K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
213+ 5.88% |
$9.32K - $9.65K
|
3.84K
$174K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
208+ 1.51% |
$9.1K - $9.42K
|
14K
$633K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
180+ 1.15% |
$7.88K - $8.16K
|
15.8K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
168+ 9.69% |
$7.35K - $7.61K
|
1.9K
$86.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
155+ 27.19% |
$6.78K - $7.02K
|
725
$32.9K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
127+ 2.46% |
$5.56K - $5.75K
|
5.29K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
101New |
$4.42K - $4.58K
|
101
$4.58K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$2.98K - $3.08K
|
68
$3.09K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
54+ 0.83% |
$2.36K - $2.45K
|
6.57K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18+ 0.07% |
$788 - $816
|
25.3K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2New |
$87.5 - $90.6
|
2
$90.7
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.69% |
$43.8 - $45.3
|
60
$2.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.81% |
$43.8 - $45.3
|
124
$5.63K
|