Purchases and Sales Made in Q2 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.8KNew |
$1.33M - $1.38M
|
30.8K
$1.38M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4KNew |
$1.32M - $1.36M
|
30.4K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
30.1K+ 889.9% |
$1.3M - $1.34M
|
33.4K
$1.5M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.6K+ 28189.52% |
$1.28M - $1.32M
|
29.7K
$1.33M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
29.6KNew |
$1.28M - $1.32M
|
29.6K
$1.33M
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
29K+ 92.15% |
$1.26M - $1.3M
|
60.5K
$2.71M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.8K+ 7031.95% |
$1.25M - $1.29M
|
29.2K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.3K+ 90.15% |
$1.23M - $1.26M
|
59.6K
$2.67M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28K+ 62.97% |
$1.21M - $1.25M
|
72.5K
$3.25M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 61.44% |
$1.21M - $1.25M
|
73.2K
$3.28M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.7K+ 887.9% |
$1.2M - $1.24M
|
30.8K
$1.38M
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
27.3KNew |
$1.18M - $1.22M
|
27.3K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
27.1KNew |
$1.17M - $1.21M
|
27.1K
$1.21M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
26.8KNew |
$1.16M - $1.2M
|
26.8K
$1.2M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
26.4KNew |
$1.15M - $1.18M
|
26.4K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.9KNew |
$1.12M - $1.16M
|
25.9K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.5KNew |
$1.11M - $1.14M
|
25.5K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25.3KNew |
$1.1M - $1.13M
|
25.3K
$1.13M
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
23.7KNew |
$1.03M - $1.06M
|
23.7K
$1.06M
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
22.8KNew |
$990K - $1.02M
|
22.8K
$1.02M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
22.6KNew |
$981K - $1.01M
|
22.6K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 1341.46% |
$972K - $1M
|
24.1K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3K+ 6.99% |
$966K - $995K
|
341K
$15.3M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.2KNew |
$964K - $993K
|
22.2K
$995K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22KNew |
$954K - $983K
|
22K
$984K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
21.1K+ 2.13% |
$914K - $941K
|
1.01M
$45.3M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.1KNew |
$914K - $941K
|
21.1K
$943K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21KNew |
$913K - $941K
|
21K
$942K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20KNew |
$869K - $896K
|
20K
$897K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.3K+ 79.41% |
$793K - $817K
|
41.3K
$1.85M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1KNew |
$784K - $807K
|
18.1K
$809K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.9K+ 262.25% |
$733K - $755K
|
23.3K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
16.7KNew |
$726K - $748K
|
16.7K
$749K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16KNew |
$695K - $716K
|
16K
$718K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9K+ 172.2% |
$648K - $668K
|
23.6K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
14.8KNew |
$641K - $660K
|
14.8K
$661K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
14.7KNew |
$639K - $658K
|
14.7K
$659K
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
14.5KNew |
$628K - $647K
|
14.5K
$649K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$628K - $646K
|
14.5K
$648K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4KNew |
$626K - $645K
|
14.4K
$646K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$610K - $628K
|
14.1K
$629K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14K+ 40.82% |
$609K - $627K
|
48.4K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6KNew |
$590K - $608K
|
13.6K
$609K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.5KNew |
$587K - $605K
|
13.5K
$606K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$552K - $569K
|
12.7K
$570K
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.6KNew |
$545K - $562K
|
12.6K
$563K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
12.5K+ 300.48% |
$542K - $558K
|
16.6K
$745K
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
12.2KNew |
$530K - $546K
|
12.2K
$547K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1KNew |
$527K - $543K
|
12.1K
$544K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$521K - $536K
|
12K
$537K
|