Purchases and Sales Made in Q1 2024 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
557KNew |
$13.4M - $13.8M
|
557K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
218KNew |
$5.25M - $5.39M
|
218K
$5.32M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.4K+ 12.26% |
$1.81M - $1.86M
|
691K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
65.6KNew |
$1.58M - $1.62M
|
65.6K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21.8KNew |
$525K - $539K
|
21.8K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 47.11% |
$509K - $523K
|
66.1K
$1.61M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.8KNew |
$500K - $513K
|
20.8K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.8KNew |
$500K - $513K
|
20.8K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.6K+ 152.69% |
$472K - $484K
|
32.5K
$792K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 2.52% |
$408K - $419K
|
691K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 2.52% |
$408K - $419K
|
691K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.5K+ 8.33% |
$397K - $407K
|
215K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7KNew |
$354K - $363K
|
14.7K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 81.19% |
$304K - $312K
|
28.3K
$689K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 29.51% |
$304K - $312K
|
55.5K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.1KNew |
$266K - $273K
|
11.1K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.38KNew |
$226K - $232K
|
9.38K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 267.48% |
$178K - $182K
|
10.1K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.61K+ 30.67% |
$111K - $114K
|
19.6K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
425+ 53.93% |
$10.2K - $10.5K
|
1.21K
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
143+ 0.48% |
$3.44K - $3.53K
|
30K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
126+ 1.19% |
$3.03K - $3.11K
|
10.7K
$262K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
103New |
$2.48K - $2.54K
|
103
$2.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 1.87% |
$265 - $271
|
598
$14.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$24.1 - $24.7
|
1
$24.4
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.48% |
$241 - $247
|
2.06K
$50.3K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-366- 2.33% |
$8.8K - $9.03K
|
15.3K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-630- 4.83% |
$15.2K - $15.5K
|
12.4K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.13K- 22.75% |
$75.3K - $77.2K
|
10.6K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 92.29% |
$323K - $331K
|
1.12K
$27.4K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-40.1K- 78.96% |
$965K - $991K
|
10.7K
$261K
|