Purchases and Sales Made in Q2 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
2.44MNew |
$122M - $129M
|
2.44M
$121M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
234K+ 974.23% |
$11.7M - $12.4M
|
258K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
226K+ 48.1% |
$11.3M - $12M
|
697K
$34.6M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
226K+ 120.09% |
$11.2M - $11.9M
|
413K
$20.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
175K+ 110.83% |
$8.75M - $9.28M
|
334K
$16.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
164KNew |
$8.17M - $8.66M
|
164K
$8.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
154KNew |
$7.69M - $8.15M
|
154K
$7.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
112K+ 4.57% |
$5.6M - $5.94M
|
2.57M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
94.5KNew |
$4.71M - $5M
|
94.5K
$4.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.3K+ 36.9% |
$4.5M - $4.78M
|
335K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
85.7K+ 37.14% |
$4.28M - $4.54M
|
317K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84KNew |
$4.19M - $4.44M
|
84K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
82.5K+ 23.95% |
$4.12M - $4.37M
|
427K
$21.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79K+ 132.74% |
$3.94M - $4.18M
|
139K
$6.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.9K+ 63.49% |
$3.73M - $3.96M
|
193K
$9.56M
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
70.2K+ 50.49% |
$3.5M - $3.71M
|
209K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.3K+ 342.9% |
$2.71M - $2.87M
|
70.1K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38.5KNew |
$1.92M - $2.04M
|
38.5K
$1.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.4K+ 21.01% |
$1.62M - $1.71M
|
187K
$9.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 14.79% |
$1.57M - $1.67M
|
244K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
30.1KNew |
$1.5M - $1.59M
|
30.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
28.9K+ 14.73% |
$1.44M - $1.53M
|
225K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.4M - $1.48M
|
28K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.6K+ 5.38% |
$1.33M - $1.41M
|
521K
$25.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
24K+ 9.64% |
$1.2M - $1.27M
|
273K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 15.97% |
$922K - $978K
|
134K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
17.5K+ 31.72% |
$872K - $925K
|
72.6K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.8K+ 77.24% |
$838K - $889K
|
38.6K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 29.6% |
$826K - $876K
|
72.5K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.5K+ 50.69% |
$825K - $876K
|
49.2K
$2.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
13.9KNew |
$695K - $738K
|
13.9K
$691K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
13.2KNew |
$659K - $699K
|
13.2K
$655K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.2KNew |
$510K - $541K
|
10.2K
$507K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9.7K+ 132.86% |
$484K - $513K
|
17K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.7K+ 132.86% |
$484K - $513K
|
17K
$843K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.11K+ 38.34% |
$455K - $482K
|
32.9K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.09K+ 199.02% |
$403K - $428K
|
12.1K
$602K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.56K+ 99.28% |
$377K - $400K
|
15.2K
$752K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7.33K+ 2.7% |
$366K - $388K
|
279K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.81K+ 130.2% |
$340K - $360K
|
12K
$597K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.33KNew |
$316K - $335K
|
6.33K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
6.21KNew |
$310K - $328K
|
6.21K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$293K - $310K
|
5.87K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.69KNew |
$284K - $301K
|
5.69K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.17KNew |
$258K - $273K
|
5.17K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.1KNew |
$254K - $270K
|
5.1K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.06K+ 100.1% |
$252K - $267K
|
10.1K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.97K+ 10.75% |
$248K - $263K
|
51.2K
$2.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.83KNew |
$241K - $256K
|
4.83K
$240K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.78KNew |
$238K - $253K
|
4.78K
$237K
|