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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.43K+ 1.04% |
$209K - $230K
|
432K
$21.4M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.23K+ 52.05% |
$152K - $167K
|
9.44K
$468K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.46K+ 2.56% |
$116K - $127K
|
98.6K
$4.9M
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.14K+ 1.21% |
$101K - $111K
|
180K
$8.91M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.88K+ 25.95% |
$88.4K - $97.1K
|
9.1K
$452K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.83KNew |
$86.2K - $94.7K
|
1.83K
$90.7K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$80.1K - $88K
|
1.7K
$84.4K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
891+ 8.08% |
$42K - $46.1K
|
11.9K
$592K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
766+ 2.69% |
$36.1K - $39.7K
|
29.2K
$1.45M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
670+ 19.36% |
$31.6K - $34.7K
|
4.13K
$205K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
510+ 607.14% |
$24K - $26.4K
|
594
$29.5K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
289+ 2.3% |
$13.6K - $15K
|
12.8K
$638K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
278New |
$13.1K - $14.4K
|
278
$13.8K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 3.4% |
$9.43K - $10.4K
|
6.08K
$302K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
165New |
$7.78K - $8.55K
|
165
$8.19K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
138+ 4.5% |
$6.51K - $7.15K
|
3.21K
$159K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 0.9% |
$6.41K - $7.04K
|
15.3K
$760K
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
117+ 0.4% |
$5.52K - $6.06K
|
29.2K
$1.45M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
115New |
$5.42K - $5.96K
|
115
$5.71K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.71K - $5.18K
|
100
$4.96K
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.71K - $5.18K
|
100
$4.96K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 138.57% |
$4.57K - $5.02K
|
167
$8.29K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75+ 81.52% |
$3.54K - $3.88K
|
167
$8.29K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
57New |
$2.69K - $2.95K
|
57
$2.83K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
33+ 0.64% |
$1.56K - $1.71K
|
5.16K
$256K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
33New |
$1.56K - $1.71K
|
33
$1.64K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
27New |
$1.27K - $1.4K
|
27
$1.34K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24New |
$1.13K - $1.24K
|
24
$1.19K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.17% |
$471 - $518
|
867
$43K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7New |
$330 - $363
|
7
$347
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.2% |
$189 - $207
|
337
$16.7K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$141 - $155
|
3
$149
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.05% |
$94.3 - $104
|
192
$9.53K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-6- 0.02% |
$283 - $311
|
38.8K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36- 0.04% |
$1.7K - $1.86K
|
86K
$4.27M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 0.23% |
$2.17K - $2.38K
|
19.9K
$985K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-52- 11.21% |
$2.45K - $2.69K
|
412
$20.4K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-68- 7.12% |
$3.21K - $3.52K
|
887
$44K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-125- 0.27% |
$5.89K - $6.47K
|
45.8K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-181- 2.21% |
$8.53K - $9.37K
|
8.03K
$398K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-200- 4.14% |
$9.43K - $10.4K
|
4.63K
$230K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-328- 4.5% |
$15.5K - $17K
|
6.95K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-358- 0.49% |
$16.9K - $18.5K
|
72.3K
$3.59M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-450- 7.32% |
$21.2K - $23.3K
|
5.7K
$283K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-801- 17.43% |
$37.8K - $41.5K
|
3.8K
$188K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-974- 16.11% |
$45.9K - $50.4K
|
5.07K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.1K- 78.16% |
$51.9K - $57.1K
|
308
$15.3K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.45K- 6.7% |
$68.2K - $74.9K
|
20.2K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.8K- 16.95% |
$84.9K - $93.3K
|
8.83K
$438K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.65K- 20.06% |
$125K - $137K
|
10.6K
$524K
|