Purchases and Sales Made in Q4 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8- 1.94% |
$356 - $427
|
404
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9- 4.69% |
$401 - $480
|
183
$9.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 1.17% |
$490 - $587
|
931
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-70- 0.69% |
$3.12K - $3.74K
|
10.1K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-119- 1.07% |
$5.3K - $6.35K
|
11K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-123- 3.24% |
$5.48K - $6.56K
|
3.67K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 44.96% |
$5.57K - $6.67K
|
153
$7.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-219- 4.25% |
$9.76K - $11.7K
|
4.94K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-245- 0.05% |
$10.9K - $13.1K
|
530K
$27.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-322- 10.04% |
$14.3K - $17.2K
|
2.89K
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-392- 1.82% |
$17.5K - $20.9K
|
21.2K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-414- 1.24% |
$18.4K - $22.1K
|
33K
$1.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-414- 1.24% |
$18.4K - $22.1K
|
33K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-460- 3.06% |
$20.5K - $24.5K
|
14.6K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-463- 6.29% |
$20.6K - $24.7K
|
6.9K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-544- 2.85% |
$24.2K - $29K
|
18.6K
$968K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-722- 4.92% |
$32.2K - $38.5K
|
13.9K
$726K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-736- 10.08% |
$32.8K - $39.3K
|
6.56K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-769- 13.49% |
$34.3K - $41K
|
4.93K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-805- 1.44% |
$35.9K - $43K
|
55.3K
$2.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.1K- 3.77% |
$49K - $58.6K
|
28.1K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.16K- 5.77% |
$51.9K - $62.1K
|
19K
$990K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 1.47% |
$54.9K - $65.8K
|
82.5K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 10.78% |
$78.7K - $94.2K
|
14.6K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.8K- 21.8% |
$80K - $95.8K
|
6.44K
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.45K- 38.94% |
$109K - $131K
|
3.84K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.14K- 19.93% |
$140K - $167K
|
12.6K
$657K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-3.46K- 49.78% |
$154K - $185K
|
3.49K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.59K- 3.13% |
$160K - $192K
|
111K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.82K- 95.79% |
$215K - $257K
|
212
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.37K- 7.43% |
$239K - $286K
|
66.9K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.6K- 92.11% |
$250K - $299K
|
480
$25K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.39K- 79.63% |
$285K - $341K
|
1.64K
$85.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.7K- 59.28% |
$299K - $358K
|
4.6K
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.53K- 1.2% |
$380K - $455K
|
705K
$36.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.02K- 28.51% |
$402K - $481K
|
22.6K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-9.62K- 5.33% |
$429K - $513K
|
171K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 6.8% |
$561K - $672K
|
173K
$9M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-16.5K- 64.33% |
$735K - $880K
|
9.15K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.8K- 45.11% |
$929K - $1.11M
|
25.4K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-34.8K- 77.23% |
$1.55M - $1.86M
|
10.3K
$535K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-43.6K- 9.55% |
$1.94M - $2.33M
|
413K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-65.4K- 93.94% |
$2.91M - $3.49M
|
4.22K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.4K- 19.63% |
$3.14M - $3.76M
|
288K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.9K- 73.95% |
$3.29M - $3.94M
|
26K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-82.7K- 36.38% |
$3.69M - $4.41M
|
145K
$7.54M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-112K- 20.6% |
$4.97M - $5.95M
|
430K
$22.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-190K- 48.12% |
$8.45M - $10.1M
|
204K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-204K- 34.63% |
$9.1M - $10.9M
|
385K
$20.1M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-240K- 45.39% |
$10.7M - $12.8M
|
288K
$15M
|