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 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.73K+ 8.15% |
$236K - $250K
|
62.8K
$3.12M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.71K+ 401.28% |
$235K - $249K
|
5.88K
$292K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.6KNew |
$229K - $243K
|
4.6K
$228K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.41KNew |
$220K - $233K
|
4.41K
$219K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 19.63% |
$204K - $216K
|
24.9K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.08KNew |
$204K - $216K
|
4.08K
$203K
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
4.03K+ 11.78% |
$201K - $213K
|
38.2K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4KNew |
$200K - $212K
|
4K
$199K
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.9K+ 0.6% |
$195K - $206K
|
656K
$32.6M
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3.75K+ 14.82% |
$187K - $198K
|
29K
$1.44M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.55K+ 4.3% |
$177K - $188K
|
86K
$4.27M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.19K+ 141.92% |
$159K - $169K
|
5.44K
$270K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
2.61K+ 7.2% |
$130K - $138K
|
38.8K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.31K+ 1282.35% |
$65.2K - $69.2K
|
1.41K
$70K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21K+ 4.45% |
$60.4K - $64.1K
|
28.4K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 2.59% |
$57.9K - $61.4K
|
46K
$2.28M
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
888+ 0.5% |
$44.3K - $47K
|
177K
$8.8M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
828+ 0.87% |
$41.3K - $43.8K
|
96.2K
$4.77M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
508+ 6.6% |
$25.3K - $26.9K
|
8.21K
$407K
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
459+ 6.78% |
$22.9K - $24.3K
|
7.23K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
438+ 14.49% |
$21.8K - $23.2K
|
3.46K
$172K
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
416+ 6.96% |
$20.8K - $22K
|
6.39K
$317K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
333New |
$16.6K - $17.6K
|
333
$16.5K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
315+ 117.98% |
$15.7K - $16.7K
|
582
$28.9K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
125+ 1.19% |
$6.24K - $6.61K
|
10.6K
$527K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
114+ 32.57% |
$5.69K - $6.03K
|
464
$23K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
107+ 2.13% |
$5.34K - $5.66K
|
5.12K
$254K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.99K - $5.29K
|
100
$4.96K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
92New |
$4.59K - $4.87K
|
92
$4.57K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$3.04K - $3.23K
|
61
$3.03K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 6.33% |
$2.54K - $2.7K
|
857
$42.5K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
47+ 1.55% |
$2.34K - $2.49K
|
3.07K
$152K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 169.23% |
$2.19K - $2.33K
|
70
$3.47K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 43.75% |
$698 - $741
|
46
$2.28K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.06% |
$99.8 - $106
|
190
$9.43K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 29.23% |
$948 - $1.01K
|
46
$2.28K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-57- 0.51% |
$2.84K - $3.02K
|
11K
$548K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-68- 33.33% |
$3.39K - $3.6K
|
136
$6.75K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-89- 8.63% |
$4.44K - $4.71K
|
942
$46.8K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-90- 8.61% |
$4.49K - $4.76K
|
955
$47.4K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 54.35% |
$4.99K - $5.29K
|
84
$4.17K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-144- 50.0% |
$7.18K - $7.62K
|
144
$7.15K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-144- 0.14% |
$7.18K - $7.62K
|
106K
$5.25M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-253- 0.13% |
$12.6K - $13.4K
|
193K
$9.56M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-269- 3.56% |
$13.4K - $14.2K
|
7.28K
$361K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-394- 6.02% |
$19.7K - $20.8K
|
6.15K
$305K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-409- 2.01% |
$20.4K - $21.6K
|
19.9K
$988K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-431- 0.4% |
$21.5K - $22.8K
|
107K
$5.32M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-593- 4.51% |
$29.6K - $31.4K
|
12.6K
$623K
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-787- 2.2% |
$39.3K - $41.6K
|
35K
$1.74M
|