Purchases and Sales Made in Q4 2023 in Ishares Tr Edge Invt Grade Enh (IGEB)

IGEB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Edge Invt Grade Enh (IGEB) during Q4 2023. 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
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
1.1M
New
$45.1M - $49.8M
1.1M $48.7M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
519K
+ 1210.04%
$21.4M - $23.6M
561K $24.9M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
332K
New
$13.7M - $15.1M
332K $14.7M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
321K
+ 369.57%
$13.2M - $14.6M
408K $18.1M
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
313K
New
$12.9M - $14.2M
313K $13.9M
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
269K
New
$11.1M - $12.2M
269K $12M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
202K
New
$8.32M - $9.18M
202K $8.98M
Feb 09, 2024 Q4 2023
Dorval Corp

Maple Grove, MN
BUY
 -
199K
New
$8.19M - $9.04M
199K $8.84M
Jan 10, 2024 Q4 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
184K
+ 197.04%
$7.56M - $8.34M
277K $12.3M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
134K
New
$5.52M - $6.08M
134K $5.95M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
106K
New
$4.36M - $4.81M
106K $4.71M
Jan 08, 2024 Q4 2023
Systelligence, LLC

BUY
 -
92.6K
New
$3.82M - $4.21M
92.6K $4.12M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
88K
+ 68.47%
$3.62M - $4M
216K $9.62M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
64.4K
New
$2.65M - $2.92M
64.4K $2.86M
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
48.3K
New
$1.99M - $2.2M
48.3K $2.15M
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
45.5K
New
$1.87M - $2.07M
45.5K $2.02M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
45.1K
New
$1.86M - $2.05M
45.1K $2.01M
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
38.9K
New
$1.6M - $1.77M
38.9K $1.73M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
BUY
 -
33.4K
New
$1.37M - $1.52M
33.4K $1.48M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
26.7K
+ 12.64%
$1.1M - $1.21M
238K $10.6M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
24K
New
$989K - $1.09M
24K $1.07M
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
22.3K
New
$920K - $1.01M
22.3K $993K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.4K
New
$800K - $882K
19.4K $863K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
18.2K
New
$751K - $829K
18.2K $811K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
16.5K
New
$680K - $750K
16.5K $734K
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
16.3K
New
$671K - $740K
16.3K $724K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
14.1K
New
$580K - $639K
14.1K $626K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
12.9K
New
$532K - $587K
12.9K $574K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
12.6K
New
$521K - $574K
12.6K $562K
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.1K
+ 8938.71%
$457K - $503K
11.2K $498K
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

BUY
 -
10.3K
New
$424K - $467K
10.3K $457K
Jan 18, 2024 Q4 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
9.86K
+ 72.85%
$406K - $448K
23.4K $1.04M
Feb 09, 2024 Q4 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
8.97K
New
$369K - $407K
8.97K $398K
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.69K
New
$358K - $395K
8.69K $386K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
7.73K
New
$319K - $351K
7.73K $344K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.6K
New
$230K - $254K
5.6K $249K
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
5.43K
New
$223K - $246K
5.43K $241K
Jan 30, 2024 Q4 2023
Buffington Mohr Mc Neal

BUY
 -
5.13K
+ 15.78%
$211K - $233K
37.6K $1.67M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
5.05K
New
$208K - $229K
5.05K $224K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

BUY
 -
4.49K
New
$185K - $204K
4.49K $199K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
4.38K
New
$181K - $199K
4.38K $195K
Jan 03, 2024 Q4 2023
Waller Financial Planning Group, Inc

BUY
 -
3.84K
+ 0.82%
$158K - $174K
470K $20.9M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.32K
+ 19.81%
$137K - $151K
20.1K $892K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.49K
New
$102K - $113K
2.49K $111K
Jan 03, 2024 Q4 2023
Paragon Wealth Strategies, LLC

BUY
 -
1.42K
+ 0.54%
$58.4K - $64.4K
263K $11.7M
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
1.24K
New
$50.9K - $56.1K
1.24K $54.9K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.23K
New
$50.5K - $55.7K
1.23K $54.5K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.22K
New
$50.2K - $55.3K
1.22K $54.1K
Jan 25, 2024 Q4 2023
Altus Wealth Management, LLC

BUY
 -
716
+ 2.22%
$29.5K - $32.5K
33K $1.46M

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