Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 68.5% |
$55.7M - $58M
|
3.14M
$142M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
601K+ 42.51% |
$26.2M - $27.3M
|
2.02M
$91.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
237KNew |
$10.3M - $10.8M
|
237K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
157KNew |
$6.86M - $7.14M
|
157K
$7.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
117K+ 245.89% |
$5.12M - $5.33M
|
165K
$7.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
107K+ 17.14% |
$4.67M - $4.87M
|
732K
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.5K+ 60.09% |
$4M - $4.16M
|
244K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
87.9KNew |
$3.84M - $4M
|
87.9K
$3.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69.1K+ 87.24% |
$3.02M - $3.14M
|
148K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
59.6KNew |
$2.6M - $2.71M
|
59.6K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
56.7K+ 29.49% |
$2.47M - $2.58M
|
249K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
45.5K+ 71.18% |
$1.99M - $2.07M
|
110K
$4.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
33KNew |
$1.44M - $1.5M
|
33K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.9K+ 3.26% |
$1.26M - $1.31M
|
916K
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 47.75% |
$1.25M - $1.3M
|
88.5K
$4.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.4K+ 6.86% |
$1.24M - $1.29M
|
443K
$20.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
26.8K+ 13.15% |
$1.17M - $1.22M
|
231K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
26.8K+ 5.15% |
$1.17M - $1.22M
|
548K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.4K+ 8.31% |
$1.11M - $1.15M
|
331K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.6KNew |
$1.03M - $1.07M
|
23.6K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.02M - $1.06M
|
23.3K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 136.02% |
$943K - $982K
|
37.5K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18.9K+ 53.47% |
$823K - $857K
|
54.1K
$2.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$473K - $493K
|
10.8K
$492K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5K+ 8.8% |
$459K - $478K
|
130K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.3K+ 3.93% |
$450K - $469K
|
273K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 52.9% |
$449K - $467K
|
29.7K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.78K+ 19.37% |
$427K - $444K
|
60.3K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.09K+ 3.58% |
$353K - $367K
|
234K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.72K+ 8.87% |
$337K - $351K
|
94.7K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
7.31KNew |
$319K - $332K
|
7.31K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.59KNew |
$288K - $299K
|
6.59K
$299K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.54K+ 1.34% |
$286K - $297K
|
495K
$22.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.91KNew |
$258K - $268K
|
5.91K
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
5.65K+ 26.6% |
$246K - $257K
|
26.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54K+ 10.13% |
$242K - $252K
|
60.2K
$2.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.49KNew |
$240K - $250K
|
5.49K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.37K+ 24.32% |
$234K - $244K
|
27.5K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 13.38% |
$227K - $237K
|
44.1K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.06KNew |
$221K - $230K
|
5.06K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.45KNew |
$194K - $202K
|
4.45K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
4.39K+ 28.99% |
$192K - $200K
|
19.5K
$887K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
4.32K+ 112.54% |
$188K - $196K
|
8.15K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.21K+ 94.39% |
$184K - $191K
|
8.66K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.96K+ 5.73% |
$173K - $180K
|
72.9K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
3.84K+ 6.9% |
$168K - $174K
|
59.5K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.19K+ 27.19% |
$139K - $145K
|
14.9K
$676K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 13.31% |
$129K - $134K
|
25.2K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.9K+ 4.52% |
$127K - $132K
|
67.1K
$3.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.8K+ 13.92% |
$122K - $127K
|
22.9K
$1.04M
|