Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-715- 1.18% |
$31.6K - $33.2K
|
59.7K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.1K- 4.81% |
$48.7K - $51.2K
|
21.8K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 20.74% |
$69.3K - $72.8K
|
5.99K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-2.14K- 18.06% |
$94.7K - $99.6K
|
9.72K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.5K- 36.18% |
$155K - $163K
|
6.18K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.86K- 97.28% |
$215K - $226K
|
136
$6.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.51K- 13.95% |
$243K - $256K
|
34K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.58K- 34.11% |
$291K - $306K
|
12.7K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.84K- 53.61% |
$302K - $318K
|
5.92K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9K- 43.96% |
$398K - $418K
|
11.5K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20.8K- 99.72% |
$920K - $967K
|
59
$2.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32.2K- 98.75% |
$1.42M - $1.49M
|
406
$18.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.3K- 76.65% |
$1.47M - $1.55M
|
10.1K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-42.7K- 88.62% |
$1.89M - $1.98M
|
5.48K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-46.9K- 67.7% |
$2.07M - $2.18M
|
22.4K
$997K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-75.4K- 89.95% |
$3.33M - $3.5M
|
8.43K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-160K- 16.23% |
$7.08M - $7.44M
|
827K
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-248K- 38.74% |
$11M - $11.5M
|
392K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-279K- 82.27% |
$12.3M - $12.9M
|
60K
$2.67M
|