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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.72K+ 38.19% |
$119K - $124K
|
9.86K
$447K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.9K+ 2.59% |
$83K - $86.4K
|
75.3K
$3.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.76KNew |
$76.8K - $79.9K
|
1.76K
$79.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 1.75% |
$73.9K - $76.9K
|
98.2K
$4.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 3.56% |
$73K - $76K
|
48.6K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.48K+ 11.26% |
$64.7K - $67.4K
|
14.7K
$665K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45K+ 358.13% |
$63.5K - $66.1K
|
1.86K
$84.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 26.22% |
$60.5K - $63K
|
6.68K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 10.82% |
$50.1K - $52.2K
|
11.8K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12KNew |
$49K - $51K
|
1.12K
$51K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 10.32% |
$47.8K - $49.8K
|
11.7K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.04K+ 1.99% |
$45.6K - $47.4K
|
53.4K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 2.26% |
$45.2K - $47K
|
46.8K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
946+ 2.27% |
$41.3K - $43K
|
42.6K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
859+ 16.82% |
$37.5K - $39K
|
5.97K
$271K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
789+ 5.66% |
$34.4K - $35.9K
|
14.7K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
641New |
$28K - $29.1K
|
641
$29.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 5.09% |
$26.2K - $27.3K
|
12.4K
$563K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
594New |
$25.9K - $27K
|
594
$26.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
571New |
$24.9K - $25.9K
|
571
$25.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
510New |
$22.3K - $23.2K
|
510
$23.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
498+ 2.06% |
$21.7K - $22.6K
|
24.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
430+ 3.26% |
$18.8K - $19.5K
|
13.6K
$617K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
140+ 19.23% |
$6.11K - $6.36K
|
868
$39.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 0.76% |
$5.24K - $5.45K
|
15.9K
$720K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
108+ 1.64% |
$4.71K - $4.91K
|
6.67K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
90+ 9.45% |
$3.93K - $4.09K
|
1.04K
$47.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
75New |
$3.27K - $3.41K
|
75
$3.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
46New |
$2.01K - $2.09K
|
46
$2.09K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41+ 1.26% |
$1.79K - $1.86K
|
3.29K
$149K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
38+ 0.69% |
$1.66K - $1.73K
|
5.57K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38New |
$1.66K - $1.73K
|
38
$1.72K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.02% |
$262 - $273
|
25.3K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$262 - $273
|
6
$272
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.61% |
$87.3 - $90.9
|
126
$5.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$43.7 - $45.4
|
1
$45.4
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.99% |
$43.7 - $45.4
|
102
$4.63K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-14- 0.23% |
$611 - $636
|
6K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-67- 13.79% |
$2.92K - $3.04K
|
419
$19K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-175- 3.59% |
$7.64K - $7.95K
|
4.71K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-206- 10.84% |
$8.99K - $9.36K
|
1.7K
$76.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 4.76% |
$13.1K - $13.6K
|
6K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-328- 5.72% |
$14.3K - $14.9K
|
5.41K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-331- 1.01% |
$14.4K - $15K
|
32.6K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-357- 5.47% |
$15.6K - $16.2K
|
6.17K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-455- 2.87% |
$19.9K - $20.7K
|
15.4K
$699K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 2.42% |
$21K - $21.9K
|
19.4K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-509- 1.16% |
$22.2K - $23.1K
|
43.4K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-512- 17.54% |
$22.3K - $23.3K
|
2.41K
$109K
|