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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

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$44.32
-0.06 (-0.14%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Investment Grade Bond Factor ETF (BATS:IGEB)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$84.59M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$37.82M
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IGEB Institutional Buying and Selling by Quarter

iShares Investment Grade Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Ascent Group LLC22,999$1.03M0.1%+2.9%0.152%
5/14/2024 Axxcess Wealth Management LLC6,213$279K0.0%N/A0.041%
5/10/2024 Nwam LLC22,399$989K0.1%+11.7%0.148%
5/7/2024 Shared Vision Wealth Group LLC5,274$237K0.1%N/A0.037%
5/6/2024 Envestnet Portfolio Solutions Inc.47,807$2.14M0.0%-1.1%0.338%
5/4/2024 Geneos Wealth Management Inc.115,456$5.18M0.2%+813.3%0.816%
5/2/2024 Comprehensive Wealth Management LLC15,073$676K0.5%+32.6%0.107%
5/1/2024 Janney Montgomery Scott LLC394,339$17.69M0.1%+2,288.6%2.787%
4/30/2024 Private Advisor Group LLC244,185$10.95M0.1%+12.8%1.726%
4/27/2024 DORVAL Corp203,660$9.06M4.2%+2.4%1.439%
4/23/2024 Nations Financial Group Inc. IA ADV11,721$526K0.0%+109.5%0.083%
4/18/2024 Buffington Mohr McNeal42,020$1.89M0.3%+11.8%0.737%
4/18/2024 Synergy Asset Management LLC8,906$399K0.1%N/A0.156%
4/17/2024 Founders Financial Securities LLC17,924$804K0.1%+74.3%0.314%
4/17/2024 Hennion & Walsh Asset Management Inc.740,203$33.20M1.8%+3.5%12.986%
4/16/2024 Ameliora Wealth Management Ltd.284,232$12.75M5.8%+2.7%4.987%
4/16/2024 Dohj LLC34,376$1.54M0.4%+3.0%0.603%
4/15/2024 Altus Wealth Management LLC32,191$1.44M0.8%-2.3%0.565%
4/12/2024 Systelligence LLC92,189$4.14M1.1%-0.5%1.617%
4/11/2024 RFG Advisory LLC61,964$2.78M0.1%+7.7%1.087%
4/10/2024 Park Avenue Securities LLC32,452$1.46M0.0%+35.1%0.569%
4/2/2024 Waller Financial Planning Group Inc.473,950$21.26M5.7%+0.8%8.315%
3/22/2024 PNC Financial Services Group Inc.2,487$113K0.0%N/A0.044%
3/8/2024 ICA Group Wealth Management LLC1,218$55K0.0%N/A0.021%
2/12/2024 Stifel Financial Corp105,905$4.79M0.0%N/A1.858%
2/9/2024 Nations Financial Group Inc. IA ADV5,595$253K0.0%N/A0.098%
2/9/2024 Advisory Services Network LLC38,860$1.76M0.0%N/A0.682%
2/9/2024 DORVAL Corp198,946$9.00M4.3%N/A3.490%
2/9/2024 1620 Investment Advisors Inc.8,966$406K0.4%+51.4%0.157%
2/8/2024 Janney Montgomery Scott LLC16,509$747K0.0%N/A0.290%
2/7/2024 Envestnet Portfolio Solutions Inc.48,339$2.19M0.0%N/A0.848%
2/6/2024 Apollon Wealth Management LLC12,926$585K0.0%N/A0.227%
2/6/2024 Private Advisor Group LLC216,444$9.79M0.1%+68.5%3.797%
2/6/2024 SouthState Corp1,236$56K0.0%N/A0.022%
2/2/2024 Dohj LLC33,376$1.51M0.4%N/A0.586%
2/1/2024 Sigma Planning Corp9,684$438K0.0%-53.0%0.170%
2/1/2024 CWM LLC1,084,746$49.08M0.3%-16.3%19.031%
1/31/2024 Kraft Davis & Associates LLC5,426$244K0.1%N/A0.095%
1/30/2024 Buffington Mohr McNeal37,600$1.70M0.3%+15.8%0.660%
1/29/2024 ORG Partners LLC7,733$350K0.1%N/A0.136%
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1/26/2024 Geneos Wealth Management Inc.12,641$572K0.0%N/A0.222%
1/25/2024 RFG Advisory LLC57,559$2.60M0.1%-1.3%1.010%
1/25/2024 Altus Wealth Management LLC32,964$1.49M0.9%+2.2%0.578%
1/24/2024 Prime Capital Investment Advisors LLC18,244$825K0.0%N/A0.320%
1/24/2024 SteelPeak Wealth LLC4,487$203K0.0%N/A0.079%
1/19/2024 Destiny Wealth Partners LLC6,327$283K0.1%-5.8%0.111%
1/18/2024 McGlone Suttner Wealth Management Inc.133,954$6.06M1.2%N/A2.350%
1/18/2024 CPA Asset Management LLC23,392$1.06M0.6%+72.9%0.410%
1/12/2024 Comprehensive Wealth Management LLC11,371$514K0.5%-19.4%0.199%
1/11/2024 Hennion & Walsh Asset Management Inc.715,390$32.37M1.9%-10.0%12.551%
1/8/2024 Systelligence LLC92,622$4.19M1.1%N/A1.625%
1/3/2024 Waller Financial Planning Group Inc.470,405$21.28M5.6%+0.8%8.253%
1/3/2024Paragon Wealth Strategies LLC262,867$11.89M3.3%+0.5%4.612%
11/9/2023 1620 Investment Advisors Inc.5,924$251K0.3%+25.0%0.104%
11/6/2023 Sigma Planning Corp20,611$874K0.0%-5.3%0.362%
11/4/2023 NBC Securities Inc.959$40K0.0%N/A0.017%
11/3/2023KCS Wealth Advisory8,389$356K0.2%-15.9%0.147%
11/3/2023 Private Advisor Group LLC128,476$5.45M0.0%+1.4%2.254%
11/2/2023 CPA Asset Management LLC13,533$574K0.4%N/A0.237%
11/1/2023 Nwam LLC16,744$710K0.1%+4.5%0.294%
10/27/2023 Hennion & Walsh Asset Management Inc.795,215$33.73M2.0%+6.3%13.951%
10/25/2023 Buffington Mohr McNeal32,475$1.38M0.3%+33.2%0.570%
10/24/2023 Cambridge Investment Research Advisors Inc.210,922$8.95M0.0%+22.7%3.700%
10/18/2023 Waller Financial Planning Group Inc.466,565$19.79M5.8%-0.2%8.185%
10/16/2023 Altus Wealth Management LLC32,248$1.37M1.0%N/A0.566%
10/16/2023Paragon Wealth Strategies LLC261,450$11.09M3.3%-23.0%4.587%
10/16/2023 RFG Advisory LLC58,334$2.47M0.1%-2.2%1.023%
10/12/2023 AdvisorNet Financial Inc190,430$8.08M0.7%+3.8%3.341%
10/11/2023 AE Wealth Management LLC18,299$776K0.0%-8.1%0.321%
10/11/2023 CWM LLC1,296,767$55.00M0.3%-7.5%22.750%
10/10/2023 National Bank of Canada FI9,943$417K0.0%+5.6%0.174%
10/10/2023 Ameliora Wealth Management Ltd.93,145$3.95M2.3%+45.3%1.634%
8/14/2023 1620 Investment Advisors Inc.4,741$210K0.2%N/A0.083%
8/10/2023 Private Advisor Group LLC126,756$5.60M0.0%+1.6%2.204%
8/10/2023 Nwam LLC16,022$708K0.1%+24.2%0.279%
8/4/2023 Envestnet Asset Management Inc.90,284$3.99M0.0%+1.8%1.570%
8/3/2023 CWM LLC1,401,649$61.94M0.4%-11.9%24.377%
8/3/2023 RFG Advisory LLC59,620$2.64M0.1%+24.3%1.037%
8/2/2023 Sigma Planning Corp21,763$962K0.0%-1.9%0.378%
7/31/2023 LPL Financial LLC14,507$641K0.0%+57.4%0.252%
7/28/2023 Lion Street Advisors LLC19,183$1.03M0.3%+5.7%0.334%
7/27/2023Paragon Wealth Strategies LLC339,721$15.01M4.7%-33.2%5.908%
7/26/2023 National Bank of Canada FI9,420$416K0.0%+3.4%0.164%
7/25/2023 Buffington Mohr McNeal24,385$1.08M0.2%+97.8%0.424%
7/14/2023 AdvisorNet Financial Inc183,431$8.11M0.7%+4.5%3.190%
7/13/2023 Cambridge Investment Research Advisors Inc.171,963$7.60M0.0%+1,152.4%2.991%
7/10/2023 Ameliora Wealth Management Ltd.64,096$2.83M1.7%+56.8%1.115%
7/10/2023 AE Wealth Management LLC19,902$879K0.0%+11.0%0.346%
7/5/2023 Waller Financial Planning Group Inc.467,672$20.67M5.7%+4.0%8.351%
5/10/2023 Private Advisor Group LLC124,803$5.58M0.1%N/A2.290%
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5/9/2023 Warwick Investment Management Inc.4,815$215K0.1%N/A0.088%
5/9/2023 Laffer Tengler Investments36,409$1.63M0.4%N/A0.668%
5/9/2023 RFG Advisory LLC47,961$2.14M0.1%-2.5%0.880%
5/8/2023 Sigma Planning Corp22,194$992K0.0%+6.6%0.407%
5/5/2023 Capital Analysts LLC65,265$2.92M0.2%+44.6%1.198%
5/3/2023 J.W. Cole Advisors Inc.5,269$236K0.0%N/A0.097%
5/1/2023 CWM LLC1,591,325$71.15M0.5%-1.0%29.199%
4/28/2023 AdvisorNet Financial Inc175,504$7.85M0.7%+3.7%3.220%
4/26/2023Paragon Wealth Strategies LLC508,650$22.74M13.8%+0.9%9.333%
4/26/2023 Destiny Wealth Partners LLC6,716$300K0.1%+32.9%0.123%
(Data available from 1/1/2016 forward)

IGEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGEB shares?

During the previous two years, 53 institutional investors and hedge funds held shares of iShares Investment Grade Bond Factor ETF. The most heavily invested institutionals were CWM LLC ($49.08M), Hennion & Walsh Asset Management Inc. ($33.20M), Waller Financial Planning Group Inc. ($21.26M), Janney Montgomery Scott LLC ($17.69M), Ameliora Wealth Management Ltd. ($12.75M), Paragon Wealth Strategies LLC ($11.89M), and Private Advisor Group LLC ($10.95M).Learn more on IGEB's institutional investors.

Which institutional investors have been buying iShares Investment Grade Bond Factor ETF stock?

Of the 51 institutional investors that purchased iShares Investment Grade Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Paragon Wealth Strategies LLC ($510.07K), Waller Financial Planning Group Inc. ($475.06K), Janney Montgomery Scott LLC ($394.34K), Private Advisor Group LLC ($244.19K), DORVAL Corp ($203.66K), Cambridge Investment Research Advisors Inc. ($197.19K), and Hennion & Walsh Asset Management Inc. ($155.05K).

How much institutional buying is happening at iShares Investment Grade Bond Factor ETF?

Institutional investors have bought a total of 3,189,666 shares in the last 24 months. This purchase volume represents approximately $141.81M in transactions.

Which iShares Investment Grade Bond Factor ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold iShares Investment Grade Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($522.89K), Paragon Wealth Strategies LLC ($247.20K), Hennion & Walsh Asset Management Inc. ($79.83K), AdvisorNet Financial Inc ($36.33K), Sigma Planning Corp ($12.51K), KCS Wealth Advisory ($11.42K), and RFG Advisory LLC ($3.28K).

How much institutional selling is happening at iShares Investment Grade Bond Factor ETF?

Institutional investors have sold a total of 921,465 shares in the last 24 months. This volume of shares sold represents approximately $40.68M in transactions.


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This page (BATS:IGEB) was last updated on 5/19/2024 by MarketBeat.com Staff

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