Purchases and Sales Made in Q3 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.69M+ 241.76% |
$79.5M - $87.3M
|
2.38M
$118M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
568K+ 137.45% |
$26.8M - $29.4M
|
981K
$48.6M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
568K+ 137.35% |
$26.8M - $29.4M
|
981K
$48.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
456KNew |
$21.5M - $23.6M
|
456K
$22.6M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
380K+ 181.77% |
$17.9M - $19.7M
|
590K
$29.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
380K+ 113.71% |
$17.9M - $19.7M
|
713K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
286K+ 394.69% |
$13.5M - $14.8M
|
359K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
227KNew |
$10.7M - $11.8M
|
227K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
218K+ 162.59% |
$10.3M - $11.3M
|
352K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
205K+ 4.79% |
$9.67M - $10.6M
|
4.49M
$222M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
201K+ 104.55% |
$9.49M - $10.4M
|
394K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
195K+ 58.24% |
$9.19M - $10.1M
|
530K
$26.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
173KNew |
$8.15M - $8.95M
|
173K
$8.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
154KNew |
$7.27M - $7.99M
|
154K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
147K+ 2699.69% |
$6.92M - $7.6M
|
152K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 33.65% |
$5.02M - $5.52M
|
423K
$21M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.4K+ 65.97% |
$4.31M - $4.73M
|
230K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.6K+ 15.86% |
$3.9M - $4.28M
|
604K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
79.4K+ 29.05% |
$3.74M - $4.11M
|
353K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
70KNew |
$3.3M - $3.63M
|
70K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
48.7KNew |
$2.3M - $2.52M
|
48.7K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.2K+ 117.15% |
$2.13M - $2.34M
|
83.7K
$4.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
39.7KNew |
$1.87M - $2.06M
|
39.7K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.1KNew |
$1.61M - $1.77M
|
34.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 13.55% |
$1.56M - $1.72M
|
278K
$13.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
26.5K+ 17.19% |
$1.25M - $1.37M
|
181K
$8.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
23.5K+ 367.99% |
$1.11M - $1.22M
|
29.8K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.5K+ 160.33% |
$918K - $1.01M
|
31.6K
$1.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.9K+ 299.35% |
$893K - $981K
|
25.3K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
18.9K+ 0.77% |
$891K - $979K
|
2.46M
$122M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.5K+ 36.05% |
$870K - $956K
|
69.6K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.4K+ 20.73% |
$820K - $901K
|
101K
$5.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
16.4K+ 96.64% |
$775K - $851K
|
33.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 96.64% |
$775K - $851K
|
33.4K
$1.66M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.8KNew |
$743K - $816K
|
15.8K
$781K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.7KNew |
$597K - $655K
|
12.7K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
11.2K+ 1.71% |
$528K - $580K
|
667K
$33.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.6K+ 88.18% |
$501K - $550K
|
22.7K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
9.39K+ 8.76% |
$442K - $486K
|
117K
$5.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.09K+ 14.48% |
$429K - $471K
|
71.9K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.01K+ 89.16% |
$425K - $467K
|
19.1K
$947K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.99K+ 161.76% |
$329K - $362K
|
11.3K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.89K+ 14.01% |
$325K - $357K
|
56.1K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
6.87K+ 17.97% |
$324K - $356K
|
45.1K
$2.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.74K+ 152.87% |
$318K - $349K
|
11.1K
$552K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.72K+ 2.41% |
$317K - $348K
|
286K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.06K+ 148.52% |
$286K - $314K
|
10.1K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.82K+ 2275.0% |
$227K - $250K
|
5.04K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.76KNew |
$224K - $246K
|
4.76K
$236K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.5K+ 87.13% |
$212K - $233K
|
9.67K
$479K
|