Latest Institutional Transactions on Ishares Interest Rate Hedged L (IGBH)
This table provides information on the latest institutional transactions involving Ishares Interest Rate Hedged L (IGBH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.14K- 17.3% |
$49K - $50.8K
|
10.2K
$249K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-276- 9.79% |
$6.35K - $6.64K
|
2.54K
$62.1K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2KNew |
$280K - $293K
|
12.2K
$297K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 0.72% |
$33.1K - $34.6K
|
202K
$4.92M
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$501K - $537K
|
22.7K
$555K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.38KNew |
$74.6K - $79.8K
|
3.38K
$82.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
53K+ 95.34% |
$1.17M - $1.25M
|
108K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37.4K+ 66.87% |
$826K - $884K
|
93.4K
$2.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-17.8K- 4.69% |
$393K - $421K
|
362K
$8.84M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-14- 1.63% |
$312 - $329
|
844
$20.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-168- 0.7% |
$3.74K - $3.95K
|
23.8K
$580K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$22.3 - $23.5
|
403
$9.83K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.55KNew |
$213K - $224K
|
9.55K
$233K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-311- 2.54% |
$6.93K - $7.31K
|
11.9K
$291K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-311- 2.22% |
$6.93K - $7.31K
|
13.7K
$334K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.5KNew |
$434K - $458K
|
19.5K
$476K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.63K- 28.13% |
$170K - $179K
|
19.5K
$476K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-49Closed |
$1.13K - $1.19K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-8.54KClosed |
$197K - $208K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-28Closed |
$646 - $682
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-150KClosed |
$3.46M - $3.65M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-155Closed |
$3.57K - $3.77K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-348KClosed |
$8.02M - $8.46M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-79.7KClosed |
$1.84M - $1.94M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-21.8KClosed |
$502K - $530K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.28KClosed |
$52.6K - $55.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-16.1K- 26.15% |
$370K - $391K
|
45.4K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
99New |
$2.28K - $2.41K
|
99
$2.42K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.16KClosed |
$49.8K - $52.6K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
47+ 0.49% |
$1.08K - $1.14K
|
9.7K
$237K
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-96.8KClosed |
$2.23M - $2.36M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31.1KClosed |
$718K - $758K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.21KNew |
$27.7K - $30.3K
|
1.21K
$29.6K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 98.3% |
$26.4K - $28.8K
|
20
$488
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-61.1KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-18.8KClosed |
$429K - $468K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-71.5KClosed |
$1.63M - $1.78M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.5KClosed |
$309K - $337K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.4KClosed |
$305K - $333K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-156Closed |
$3.57K - $3.89K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-39.7KClosed |
$909K - $991K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-511Closed |
$11.7K - $12.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-321Closed |
$7.34K - $8.01K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-321Closed |
$7.34K - $8.01K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$9.15K - $9.98K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-32.4KClosed |
$742K - $809K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-35.3KClosed |
$806K - $880K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29.6KClosed |
$677K - $739K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4KClosed |
$255K - $265K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.62KClosed |
$237K - $246K
|
0
$0
|
|