Purchases and Sales Made in Q1 2023 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q1 2023. 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 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.4KNew |
$768K - $804K
|
33.4K
$815K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$523K - $547K
|
22.7K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 14.01% |
$401K - $420K
|
142K
$3.46M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$325K - $340K
|
14.1K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
12.2KNew |
$280K - $293K
|
12.2K
$297K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.1K+ 6.9% |
$255K - $266K
|
172K
$4.19M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8.61K+ 0.58% |
$198K - $207K
|
1.49M
$36.5M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 42.67% |
$97.2K - $102K
|
14.1K
$345K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.93K+ 4.21% |
$44.4K - $46.4K
|
47.8K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 0.72% |
$33.1K - $34.6K
|
202K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
533+ 3.68% |
$12.3K - $12.8K
|
15K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
453+ 5.37% |
$10.4K - $10.9K
|
8.89K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
171+ 17.54% |
$3.93K - $4.12K
|
1.15K
$28K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
122+ 0.42% |
$2.81K - $2.94K
|
29.5K
$719K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6+ 0.06% |
$138 - $144
|
10.5K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-191- 25.6% |
$4.39K - $4.6K
|
555
$13.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-208- 8.49% |
$4.78K - $5.01K
|
2.24K
$54.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-276- 9.79% |
$6.35K - $6.64K
|
2.54K
$62.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.39K- 10.14% |
$32.1K - $33.6K
|
12.4K
$301K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 2.77% |
$40.9K - $42.8K
|
62.5K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.39K- 16.87% |
$101K - $106K
|
21.6K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.29K- 44.3% |
$145K - $151K
|
7.91K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77.2KClosed |
$1.77M - $1.86M
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.3K- 68.03% |
$1.89M - $1.98M
|
38.7K
$944K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.4K- 94.11% |
$1.96M - $2.06M
|
5.35K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-99.8K- 80.24% |
$2.3M - $2.4M
|
24.6K
$599K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-181K- 99.5% |
$4.17M - $4.36M
|
902
$22K
|