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 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.12K+ 20.67% |
$48.9K - $50.6K
|
6.52K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
730+ 8.51% |
$31.9K - $33.1K
|
9.31K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
728New |
$31.9K - $33K
|
728
$32.5K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
551+ 12.09% |
$24.1K - $25K
|
5.11K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
213+ 5.88% |
$9.32K - $9.65K
|
3.84K
$171K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
180+ 1.15% |
$7.88K - $8.16K
|
15.8K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
155+ 27.19% |
$6.78K - $7.02K
|
725
$32.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
127+ 2.46% |
$5.56K - $5.75K
|
5.29K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
101New |
$4.42K - $4.58K
|
101
$4.51K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
54+ 0.83% |
$2.36K - $2.45K
|
6.57K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18+ 0.07% |
$788 - $816
|
25.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.81% |
$43.8 - $45.3
|
124
$5.54K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.69% |
$43.8 - $45.3
|
60
$2.68K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.12% |
$1.01K - $1.04K
|
19.9K
$887K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-31- 0.56% |
$1.36K - $1.4K
|
5.53K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-74- 13.21% |
$3.24K - $3.35K
|
486
$21.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-127- 27.49% |
$5.56K - $5.75K
|
335
$15K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-170- 15.15% |
$7.44K - $7.7K
|
952
$42.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-184- 1.15% |
$8.05K - $8.34K
|
15.9K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-385- 5.08% |
$16.8K - $17.4K
|
7.19K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-574- 2.63% |
$25.1K - $26K
|
21.2K
$949K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-634- 2.16% |
$27.7K - $28.7K
|
28.7K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-701- 3.55% |
$30.7K - $31.8K
|
19K
$851K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-760- 31.21% |
$33.3K - $34.4K
|
1.68K
$74.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.3K- 20.97% |
$56.7K - $58.7K
|
4.88K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.64K- 4.78% |
$334K - $346K
|
152K
$6.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.99K- 15.84% |
$393K - $407K
|
47.7K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 33.19% |
$493K - $511K
|
22.7K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.6K- 76.64% |
$640K - $662K
|
4.46K
$199K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 2.92% |
$643K - $666K
|
489K
$21.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 3.44% |
$647K - $669K
|
415K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-22.1K- 7.44% |
$967K - $1M
|
275K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-30.4K- 66.36% |
$1.33M - $1.38M
|
15.4K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30.4K- 14.11% |
$1.33M - $1.38M
|
185K
$8.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-30.6K- 83.9% |
$1.34M - $1.39M
|
5.88K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-32.9K- 3.98% |
$1.44M - $1.49M
|
794K
$35.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.6K- 20.3% |
$2.52M - $2.61M
|
226K
$10.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-415K- 86.12% |
$18.2M - $18.8M
|
66.9K
$2.99M
|