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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-528- 1.75% |
$23K - $24K
|
29.7K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-802- 5.08% |
$35K - $36.4K
|
15K
$681K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-915- 3.19% |
$39.9K - $41.6K
|
27.8K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 4.8% |
$47.5K - $49.5K
|
21.6K
$980K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 2.53% |
$48.1K - $50.1K
|
42.5K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 67.52% |
$49.4K - $51.4K
|
544
$24.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 11.04% |
$57.9K - $60.3K
|
10.7K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.91K- 5.17% |
$83.5K - $87K
|
35.1K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.38K- 21.97% |
$148K - $154K
|
12K
$545K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.71K- 22.3% |
$162K - $169K
|
12.9K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-5.91K- 22.1% |
$258K - $269K
|
20.9K
$946K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.44K- 14.03% |
$281K - $293K
|
39.5K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 19.81% |
$320K - $333K
|
29.7K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.61K- 1.86% |
$419K - $436K
|
508K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.91K- 1.25% |
$433K - $450K
|
784K
$35.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 54.76% |
$455K - $474K
|
8.61K
$391K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-14.5K- 7.83% |
$632K - $658K
|
171K
$7.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-16.5K- 10.5% |
$720K - $749K
|
140K
$6.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17.1K- 40.33% |
$744K - $775K
|
25.2K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19.3K- 28.89% |
$843K - $878K
|
47.5K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-27K- 80.76% |
$1.18M - $1.23M
|
6.44K
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59.8K- 71.84% |
$2.61M - $2.72M
|
23.5K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-92.2K- 15.08% |
$4.02M - $4.19M
|
519K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-104K- 37.83% |
$4.54M - $4.73M
|
171K
$7.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-114K- 98.14% |
$4.99M - $5.2M
|
2.17K
$98.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-336K- 29.75% |
$14.7M - $15.3M
|
795K
$36.1M
|