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iShares Investment Grade Bond Factor ETF (IGEB) Institutional Ownership

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-0.11 (-0.25%)
(As of 04/24/2024 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)
46
Total
Institutional Inflows
(last 12 months)
$70.50M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$38.58M
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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
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%
3/22/2024PNC Financial Services Group Inc.2,487$113K0.0%N/A0.044%
3/8/2024ICA Group Wealth Management LLC1,218$55K0.0%N/A0.021%
2/12/2024Stifel Financial Corp105,905$4.79M0.0%N/A1.858%
2/9/2024 Nations Financial Group Inc. IA ADV5,595$253K0.0%N/A0.098%
2/9/2024Advisory Services Network LLC38,860$1.76M0.0%N/A0.682%
2/9/2024DORVAL Corp198,946$9.00M4.3%N/A3.490%
2/9/20241620 Investment Advisors Inc.8,966$406K0.4%+51.4%0.157%
2/8/2024Janney Montgomery Scott LLC16,509$747K0.0%N/A0.290%
2/7/2024Envestnet Portfolio Solutions Inc.48,339$2.19M0.0%N/A0.848%
2/6/2024Apollon Wealth Management LLC12,926$585K0.0%N/A0.227%
2/6/2024Private Advisor Group LLC216,444$9.79M0.1%+68.5%3.797%
2/6/2024SouthState Corp1,236$56K0.0%N/A0.022%
2/2/2024 Dohj LLC33,376$1.51M0.4%N/A0.586%
2/1/2024Sigma Planning Corp9,684$438K0.0%-53.0%0.170%
2/1/2024 CWM LLC1,084,746$49.08M0.3%-16.3%19.031%
1/31/2024Kraft Davis & Associates LLC5,426$244K0.1%N/A0.095%
1/30/2024 Buffington Mohr McNeal37,600$1.70M0.3%+15.8%0.660%
1/29/2024ORG Partners LLC7,733$350K0.1%N/A0.136%
1/26/2024Geneos 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%
1/24/2024Prime 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%
1/18/2024CPA Asset Management LLC23,392$1.06M0.6%+72.9%0.410%
1/12/2024Comprehensive 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%
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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%
11/9/20231620 Investment Advisors Inc.5,924$251K0.3%+25.0%0.104%
11/6/2023Sigma 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%
11/3/2023Private Advisor Group LLC128,476$5.45M0.0%+1.4%2.254%
11/2/2023CPA Asset Management LLC13,533$574K0.4%N/A0.237%
11/1/2023Nwam 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%
10/24/2023Cambridge 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%
10/11/2023AE Wealth Management LLC18,299$776K0.0%-8.1%0.321%
10/11/2023 CWM LLC1,296,767$55.00M0.3%-7.5%22.750%
10/10/2023National 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%
8/14/20231620 Investment Advisors Inc.4,741$210K0.2%N/A0.083%
8/10/2023Private Advisor Group LLC126,756$5.60M0.0%+1.6%2.204%
8/10/2023Nwam LLC16,022$708K0.1%+24.2%0.279%
8/4/2023Envestnet 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%
8/2/2023Sigma Planning Corp21,763$962K0.0%-1.9%0.378%
7/31/2023LPL 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%
7/26/2023National 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%
7/13/2023Cambridge 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%
7/10/2023AE 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%
5/10/2023Private Advisor Group LLC124,803$5.58M0.1%N/A2.290%
5/9/2023Warwick Investment Management Inc.4,815$215K0.1%N/A0.088%
5/9/2023Laffer Tengler Investments36,409$1.63M0.4%N/A0.668%
5/9/2023 RFG Advisory LLC47,961$2.14M0.1%-2.5%0.880%
5/8/2023Sigma Planning Corp22,194$992K0.0%+6.6%0.407%
5/5/2023Capital Analysts LLC65,265$2.92M0.2%+44.6%1.198%
5/3/2023J.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%
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4/26/2023 Buffington Mohr McNeal12,330$551K0.1%N/A0.226%
4/20/2023 Hennion & Walsh Asset Management Inc.658,572$29.44M1.8%+14.5%12.084%
4/18/2023 Waller Financial Planning Group Inc.449,511$20.10M5.7%N/A8.248%
4/18/2023KCS Wealth Advisory10,041$449K0.2%-49.5%0.184%
4/14/2023AE Wealth Management LLC17,925$801K0.0%-2.3%0.329%
4/13/2023 Lion Street Advisors LLC18,146$811K0.3%+71.8%0.333%
4/12/2023National Bank of Canada FI9,112$357K0.0%+36.2%0.167%
2/9/2023Mercer Global Advisors Inc. ADV18,632$807K0.0%N/A0.000%
1/30/2023Paragon Wealth Strategies LLC503,877$21.82M26.1%N/A0.000%
1/13/2023 AdvisorNet Financial Inc169,219$7.33M0.7%+5.3%0.000%
(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, 50 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), Ameliora Wealth Management Ltd. ($12.75M), Paragon Wealth Strategies LLC ($11.89M), Private Advisor Group LLC ($9.79M), and DORVAL Corp ($9.00M).Learn more on IGEB's institutional investors.

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

Of the 47 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), Private Advisor Group LLC ($216.44K), DORVAL Corp ($198.95K), Cambridge Investment Research Advisors Inc. ($197.19K), Hennion & Walsh Asset Management Inc. ($155.05K), and McGlone Suttner Wealth Management Inc. ($133.95K).

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

Institutional investors have bought a total of 2,658,383 shares in the last 24 months. This purchase volume represents approximately $117.98M in transactions.

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

Of the 13 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 920,933 shares in the last 24 months. This volume of shares sold represents approximately $40.66M in transactions.


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This page (BATS:IGEB) was last updated on 4/25/2024 by MarketBeat.com Staff

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