Purchases and Sales Made in Q4 2022 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2022. 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 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.22K+ 15.89% |
$101K - $118K
|
16.2K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.18KNew |
$99.2K - $116K
|
2.18K
$108K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$70.8K - $82.8K
|
1.55K
$77.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.41K+ 2.41% |
$64.1K - $74.9K
|
59.8K
$2.97M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.2K+ 22.22% |
$54.7K - $63.9K
|
6.6K
$328K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.08KNew |
$49.2K - $57.5K
|
1.08K
$53.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
895New |
$40.8K - $47.7K
|
895
$44.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
788+ 19.02% |
$35.9K - $42K
|
4.93K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 80.83% |
$31.9K - $37.3K
|
1.57K
$77.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
671New |
$30.6K - $35.7K
|
671
$33.3K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
523+ 17.67% |
$23.8K - $27.9K
|
3.48K
$173K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
513+ 2.61% |
$23.4K - $27.3K
|
20.1K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
488+ 100.0% |
$22.2K - $26K
|
976
$48.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
324+ 7.17% |
$14.8K - $17.3K
|
4.84K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
230New |
$10.5K - $12.2K
|
230
$11.4K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
230+ 920.0% |
$10.5K - $12.2K
|
255
$12.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
196+ 2450.0% |
$8.94K - $10.4K
|
204
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
75New |
$3.42K - $3.99K
|
75
$3.72K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
53New |
$2.42K - $2.82K
|
53
$2.63K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51New |
$2.33K - $2.72K
|
51
$2.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34New |
$1.55K - $1.81K
|
34
$1.69K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.19K - $1.38K
|
26
$1.29K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.5% |
$593 - $692
|
882
$43.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$547 - $639
|
12
$596
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$274 - $320
|
6
$298
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$137 - $160
|
3
$149
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$137 - $160
|
3
$149
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.27% |
$45.6 - $53.3
|
45
$2.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.97% |
$45.6 - $53.3
|
104
$5.16K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 25.0% |
$593 - $692
|
39
$1.94K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 0.2% |
$684 - $799
|
7.36K
$365K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 7.89% |
$957 - $1.12K
|
245
$12.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 55.38% |
$1.64K - $1.92K
|
29
$1.44K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-49- 13.07% |
$2.23K - $2.61K
|
326
$16.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 30.58% |
$2.87K - $3.36K
|
143
$7.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-89- 2.14% |
$4.06K - $4.74K
|
4.07K
$202K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-111- 0.27% |
$5.06K - $5.91K
|
41.4K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-124- 1.81% |
$5.65K - $6.6K
|
6.71K
$333K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-129- 1.23% |
$5.88K - $6.87K
|
10.4K
$514K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-148- 12.55% |
$6.75K - $7.88K
|
1.03K
$51.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 5.8% |
$11.4K - $13.3K
|
4.06K
$202K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-448- 27.45% |
$20.4K - $23.9K
|
1.18K
$58.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-523- 83.41% |
$23.8K - $27.9K
|
104
$5.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-891- 71.8% |
$40.6K - $47.5K
|
350
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 50.52% |
$46.3K - $54.1K
|
994
$49.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 14.5% |
$46.3K - $54.1K
|
5.99K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.04K- 9.68% |
$47.4K - $55.4K
|
9.7K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.23K- 23.14% |
$56.1K - $65.5K
|
4.09K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.3K- 9.55% |
$59.1K - $69.1K
|
12.3K
$610K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-1.39K- 3.76% |
$63.4K - $74.1K
|
35.6K
$1.77M
|