Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.08K+ 27.57% |
$47.5K - $50.4K
|
5K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.02K+ 5.63% |
$44.7K - $47.4K
|
19.1K
$855K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
675+ 6.79% |
$29.7K - $31.5K
|
10.6K
$476K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
672+ 5.81% |
$29.6K - $31.3K
|
12.2K
$549K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
622New |
$27.4K - $29K
|
622
$27.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
543New |
$23.9K - $25.3K
|
543
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
540+ 0.65% |
$23.8K - $25.2K
|
83.9K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
329+ 1.24% |
$14.5K - $15.3K
|
26.8K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
285+ 42.92% |
$12.5K - $13.3K
|
949
$42.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
211New |
$9.28K - $9.84K
|
211
$9.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
203+ 1.27% |
$8.93K - $9.47K
|
16.2K
$727K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
193New |
$8.49K - $9K
|
193
$8.65K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
153+ 1.37% |
$6.73K - $7.13K
|
11.3K
$507K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
83+ 0.36% |
$3.65K - $3.87K
|
22.9K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
59New |
$2.6K - $2.75K
|
59
$2.64K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
37+ 0.37% |
$1.63K - $1.73K
|
10.1K
$451K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
36+ 0.22% |
$1.58K - $1.68K
|
16.1K
$723K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 0.03% |
$528 - $560
|
43.7K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.83% |
$44 - $46.6
|
121
$5.42K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.21% |
$88 - $93.3
|
935
$41.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-13- 0.09% |
$572 - $606
|
14.7K
$661K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16- 0.33% |
$704 - $746
|
4.83K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 6.39% |
$748 - $793
|
249
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-86- 4.54% |
$3.78K - $4.01K
|
1.81K
$81.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-160- 3.19% |
$7.04K - $7.46K
|
4.86K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-174- 2.25% |
$7.65K - $8.11K
|
7.56K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-187- 18.39% |
$8.23K - $8.72K
|
830
$37.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-217- 2.9% |
$9.55K - $10.1K
|
7.25K
$325K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-356- 26.77% |
$15.7K - $16.6K
|
974
$43.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-466- 7.24% |
$20.5K - $21.7K
|
5.97K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-618- 71.78% |
$27.2K - $28.8K
|
243
$10.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-669- 4.0% |
$29.4K - $31.2K
|
16.1K
$719K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.19K- 1.35% |
$52.1K - $55.3K
|
86.5K
$3.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.5K- 5.58% |
$65.9K - $69.9K
|
25.3K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 36.94% |
$220K - $233K
|
8.53K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-9.23K- 21.2% |
$406K - $430K
|
34.3K
$1.54M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.6K- 3.6% |
$556K - $589K
|
339K
$15.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-24.2K- 2.39% |
$1.06M - $1.13M
|
987K
$44.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-25.9K- 12.02% |
$1.14M - $1.21M
|
189K
$8.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.1K- 57.44% |
$1.85M - $1.96M
|
31.2K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.3K- 13.95% |
$1.86M - $1.97M
|
261K
$11.7M
|