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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-23- 0.12% |
$1.01K - $1.04K
|
19.9K
$901K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-31- 0.56% |
$1.36K - $1.4K
|
5.53K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-74- 13.21% |
$3.24K - $3.35K
|
486
$22K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-108- 2.63% |
$4.73K - $4.89K
|
4K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-127- 27.49% |
$5.56K - $5.75K
|
335
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-170- 15.15% |
$7.44K - $7.7K
|
952
$43.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-184- 1.15% |
$8.05K - $8.34K
|
15.9K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-385- 5.08% |
$16.8K - $17.4K
|
7.19K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-574- 2.63% |
$25.1K - $26K
|
21.2K
$963K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-634- 2.16% |
$27.7K - $28.7K
|
28.7K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-701- 3.55% |
$30.7K - $31.8K
|
19K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-760- 31.21% |
$33.3K - $34.4K
|
1.68K
$76K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.07KClosed |
$46.8K - $48.5K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.3K- 20.97% |
$56.7K - $58.7K
|
4.88K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.88K- 86.31% |
$82.2K - $85.1K
|
298
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 30.92% |
$107K - $111K
|
5.47K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.34K- 12.12% |
$190K - $196K
|
31.4K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.66K- 28.47% |
$204K - $211K
|
11.7K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.32K- 47.62% |
$233K - $241K
|
5.85K
$266K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.63K- 24.56% |
$247K - $255K
|
17.3K
$785K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.64K- 4.78% |
$334K - $346K
|
152K
$6.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.99K- 15.84% |
$393K - $407K
|
47.7K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.3K- 33.19% |
$493K - $511K
|
22.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.6K- 76.64% |
$640K - $662K
|
4.46K
$202K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-14.7K- 2.92% |
$643K - $666K
|
489K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 3.44% |
$647K - $669K
|
415K
$18.8M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-15.7K- 68.08% |
$685K - $710K
|
7.34K
$333K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-22.1K- 7.44% |
$967K - $1M
|
275K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-30.4K- 66.36% |
$1.33M - $1.38M
|
15.4K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-30.4K- 14.11% |
$1.33M - $1.38M
|
185K
$8.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-30.6K- 83.9% |
$1.34M - $1.39M
|
5.88K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-32.9K- 3.98% |
$1.44M - $1.49M
|
794K
$36M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-57.6K- 20.3% |
$2.52M - $2.61M
|
226K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-58K- 29.43% |
$2.54M - $2.63M
|
139K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90.2K- 60.1% |
$3.95M - $4.09M
|
59.9K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-90.3K- 83.28% |
$3.95M - $4.09M
|
18.1K
$823K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-95.5K- 36.35% |
$4.18M - $4.33M
|
167K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-297K- 91.29% |
$13M - $13.5M
|
28.4K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-415K- 86.12% |
$18.2M - $18.8M
|
66.9K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-574K- 95.33% |
$25.1M - $26M
|
28.1K
$1.28M
|