Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
158K+ 1152.37% |
$6.9M - $7.12M
|
172K
$7.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
89.6K+ 13.61% |
$3.91M - $4.03M
|
748K
$33.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 947.65% |
$3.28M - $3.38M
|
83.1K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70K+ 39.23% |
$3.05M - $3.15M
|
249K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
30KNew |
$1.31M - $1.35M
|
30K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23.2K+ 56.83% |
$1.01M - $1.04M
|
64.1K
$2.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
18.2K+ 4.04% |
$792K - $817K
|
468K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.1K+ 97.77% |
$526K - $542K
|
24.4K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 24.31% |
$508K - $524K
|
59.6K
$2.67M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
8.45KNew |
$368K - $380K
|
8.45K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.93K+ 4.52% |
$346K - $356K
|
183K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
6.1K+ 5085.83% |
$266K - $274K
|
6.22K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.29K+ 57.43% |
$231K - $238K
|
14.5K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.12K+ 12.39% |
$223K - $230K
|
46.4K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.74KNew |
$207K - $213K
|
4.74K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.64K+ 11.08% |
$159K - $164K
|
36.5K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.12K+ 24.17% |
$136K - $140K
|
16K
$718K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.98K+ 11.03% |
$86.2K - $88.9K
|
19.9K
$892K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.95K+ 1.56% |
$85.2K - $87.8K
|
127K
$5.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6K+ 1.8% |
$69.7K - $71.9K
|
90.3K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 7.76% |
$62.9K - $64.8K
|
20K
$897K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
1.15K+ 18.01% |
$50.2K - $51.7K
|
7.53K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 57400.0% |
$50.1K - $51.6K
|
1.15K
$51.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.04K+ 5.71% |
$45.2K - $46.6K
|
19.2K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
561+ 0.65% |
$24.5K - $25.2K
|
86.8K
$3.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
328New |
$14.3K - $14.8K
|
328
$14.7K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
308+ 3.38% |
$13.4K - $13.9K
|
9.42K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.09% |
$43.6 - $45
|
1.08K
$48.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-62- 0.62% |
$2.7K - $2.79K
|
9.98K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-239- 0.93% |
$10.4K - $10.7K
|
25.3K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-431- 1.94% |
$18.8K - $19.4K
|
21.8K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.57K- 3.12% |
$68.6K - $70.8K
|
48.8K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 4.4% |
$183K - $189K
|
91.3K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.02K- 44.28% |
$219K - $226K
|
6.32K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.89K- 37.08% |
$301K - $310K
|
11.7K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.7K- 16.34% |
$465K - $480K
|
54.6K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-95.3K- 67.84% |
$4.15M - $4.28M
|
45.2K
$2.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-169K- 33.21% |
$7.37M - $7.6M
|
340K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-190K- 11.92% |
$8.27M - $8.53M
|
1.4M
$62.8M
|