Purchases and Sales Made in Q1 2021 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES INTEREST RATE HEDGED L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
376K+ 7.41% |
$9.23M - $9.61M
|
5.45M
$131M
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
206KNew |
$5.07M - $5.28M
|
206K
$4.98M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 876.53% |
$3.88M - $4.04M
|
176K
$4.25M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
75K+ 10.4% |
$1.84M - $1.92M
|
796K
$19.2M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.7KNew |
$1.56M - $1.63M
|
63.7K
$1.54M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.9K+ 58.68% |
$1M - $1.05M
|
111K
$2.67M
|
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
14K+ 3812.53% |
$344K - $358K
|
14.4K
$346K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4KNew |
$328K - $341K
|
13.4K
$322K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13K+ 5.93% |
$319K - $332K
|
232K
$5.59M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.5K+ 68.75% |
$308K - $321K
|
30.8K
$742K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.6K+ 66.45% |
$260K - $271K
|
26.5K
$640K
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.91KNew |
$243K - $253K
|
9.91K
$239K
|
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.06KNew |
$223K - $232K
|
9.06K
$219K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.25K+ 38.54% |
$203K - $211K
|
29.6K
$715K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.16KNew |
$200K - $209K
|
8.16K
$197K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.64K+ 166.85% |
$188K - $195K
|
12.2K
$295K
|
|
|
May 20, 2021
Q1 2021
|
Patron Partners, LLC
|
BUY
|
- |
5.74K+ 21.69% |
$141K - $147K
|
32.2K
$778K
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
5.3K+ 9.79% |
$130K - $136K
|
59.5K
$1.44M
|
|
|
May 17, 2021
Q1 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.87K+ 22.9% |
$45.8K - $47.7K
|
10K
$242K
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.06K+ 8.32% |
$26K - $27.1K
|
13.8K
$333K
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
977+ 4.38% |
$24K - $25K
|
23.3K
$561K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
16+ 0.24% |
$393 - $409
|
6.58K
$159K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-255Closed |
$6.27K - $6.52K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-347- 39.75% |
$8.53K - $8.88K
|
526
$12.7K
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-373- 0.47% |
$9.16K - $9.54K
|
78.8K
$1.9M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-580Closed |
$14.3K - $14.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1KClosed |
$24.6K - $25.6K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.41K- 12.41% |
$59.2K - $61.6K
|
17K
$410K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-8.78KClosed |
$216K - $225K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.2KClosed |
$276K - $287K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.9K- 97.23% |
$317K - $330K
|
367
$8.86K
|
|