Caldwell Trust CO Ishares 10+ Year Investment Gr Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Oct 01, 2025	SELL	$49.88 - $52.91 $5,337 - $5,661	-107 Closed	0 $0
Q1 2023 Oct 01, 2025	BUY	$49.79 - $54.15 $5,327 - $5,794	107 New	107 $5.61 Million
Q3 2022 Oct 01, 2025	BUY	$47.64 - $56.13 $5,097 - $6,005	107 New	107 $5.16 Million
Q1 2022 Oct 01, 2025	BUY	$59.3 - $68.52 $6,345 - $7,331	107 New	107 $6.57 Million
Q4 2021 Oct 02, 2025	SELL	$68.27 - $71.53 $7,304 - $7,653	-107 Reduced 50.0%	107 $7.44 Million
Q1 2021 Oct 02, 2025	BUY	$65.43 - $72.48 $14,002 - $15,510	214 New	214 $14.3 Million
Q4 2020 Oct 02, 2025	BUY	$69.43 - $73.39 $14,858 - $15,705	214 New	214 $15.6 Million
Q1 2020 Oct 02, 2025	BUY	$52.12 - $72.11 $11,153 - $15,431	214 New	214 $13.6 Million
Q4 2019 Oct 06, 2025	BUY	$64.93 - $67.17 $13,895 - $14,374	214 New	214 $14.3 Million

Others Institutions Holding IGLB

# of Institutions

236

Shares Held

95.9M

Call Options Held

74.6K

Put Options Held

52.7K

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

58.7M
Shares

$3.06 Billion
4.17% of portfolio
Black Rock Inc. New York, NY

5.35M
Shares

$279 Million
0.01% of portfolio
Prudential PLC London, England, X0

2.97M
Shares

$155 Million
0.76% of portfolio
Envestnet Asset Management Inc

2.74M
Shares

$143 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.61M
Shares

$136 Million
0.01% of portfolio

About ISHARES 10+ YEAR INVESTMENT GR

Ticker IGLB
Sector ETFs
Industry ETFs

More about IGLB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.