Purchases and Sales Made in Q4 2021 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
314+ 100.0% |
$21.4K - $22.5K
|
628
$31.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
314New |
$21.4K - $22.5K
|
314
$15.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
306New |
$20.9K - $21.9K
|
306
$15.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
209+ 2.96% |
$14.3K - $14.9K
|
7.27K
$363K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
151New |
$10.3K - $10.8K
|
151
$7.55K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
144+ 100.0% |
$9.83K - $10.3K
|
288
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
43New |
$2.94K - $3.08K
|
43
$2.15K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
31New |
$2.12K - $2.22K
|
31
$1.55K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
31New |
$2.12K - $2.22K
|
31
$1.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19New |
$1.3K - $1.36K
|
19
$950
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18+ 5.19% |
$1.23K - $1.29K
|
365
$18.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14New |
$956 - $1K
|
14
$700
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12+ 0.33% |
$819 - $858
|
3.61K
$181K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7New |
$478 - $501
|
7
$350
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.56% |
$68.3 - $71.5
|
179
$8.95K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$68.3 - $71.5
|
875
$43.8K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
1+ 4.17% |
$68.3 - $71.5
|
25
$1.25K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
1+ 0.03% |
$68.3 - $71.5
|
3.11K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 3.9% |
$205 - $215
|
74
$3.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 62.5% |
$341 - $358
|
3
$150
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-14Closed |
$956 - $1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-18- 1.43% |
$1.23K - $1.29K
|
1.24K
$62.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22- 0.56% |
$1.5K - $1.57K
|
3.92K
$196K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-25Closed |
$1.71K - $1.79K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50- 53.76% |
$3.41K - $3.58K
|
43
$2.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-69Closed |
$4.71K - $4.94K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-80- 16.39% |
$5.46K - $5.72K
|
408
$20.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-86- 9.14% |
$5.87K - $6.15K
|
855
$42.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-88- 5.02% |
$6.01K - $6.29K
|
1.66K
$83.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-96- 8.79% |
$6.55K - $6.87K
|
996
$49.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-140Closed |
$9.56K - $10K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-150- 2.01% |
$10.2K - $10.7K
|
7.3K
$365K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-315- 83.55% |
$21.5K - $22.5K
|
62
$3.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-330- 9.01% |
$22.5K - $23.6K
|
3.33K
$167K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-355- 4.6% |
$24.2K - $25.4K
|
7.36K
$368K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-404Closed |
$27.6K - $28.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-441- 3.63% |
$30.1K - $31.5K
|
11.7K
$586K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-632- 47.13% |
$43.1K - $45.2K
|
709
$35.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-674- 4.09% |
$46K - $48.2K
|
15.8K
$791K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.06K- 12.66% |
$72.1K - $75.5K
|
7.28K
$364K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.11K- 6.07% |
$76.1K - $79.7K
|
17.2K
$862K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.3KClosed |
$88.7K - $92.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.34K- 30.25% |
$91.5K - $95.9K
|
3.09K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.5K- 29.86% |
$103K - $107K
|
3.53K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-1.55K- 19.35% |
$106K - $111K
|
6.46K
$323K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.67K- 37.42% |
$114K - $119K
|
2.79K
$139K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 73.87% |
$136K - $142K
|
702
$35.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.46K- 14.01% |
$168K - $176K
|
15.1K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-2.93KClosed |
$200K - $209K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.13K- 15.06% |
$214K - $224K
|
17.6K
$883K
|