Purchases and Sales Made in Q2 2023 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13KNew |
$299K - $310K
|
13K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$251K - $260K
|
10.9K
$267K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.58K+ 5.58% |
$220K - $228K
|
181K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.6K+ 3.24% |
$106K - $109K
|
147K
$3.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.71K+ 7.01% |
$62.2K - $64.5K
|
41.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.79K+ 20.11% |
$41K - $42.5K
|
10.7K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
537+ 2.19% |
$12.3K - $12.8K
|
25.1K
$613K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
414+ 2.93% |
$9.49K - $9.84K
|
14.5K
$355K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
414+ 2.93% |
$9.49K - $9.84K
|
14.5K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
112+ 0.38% |
$2.57K - $2.66K
|
29.6K
$721K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
9+ 1.62% |
$206 - $214
|
564
$13.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-77- 16.85% |
$1.77K - $1.83K
|
380
$9.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172- 7.67% |
$3.94K - $4.09K
|
2.07K
$50.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-209- 1.39% |
$4.79K - $4.97K
|
14.8K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 99.91% |
$26.3K - $27.2K
|
1
$24.4
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.14K- 17.3% |
$49K - $50.8K
|
10.2K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 24.0% |
$57.8K - $59.9K
|
7.99K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.9K- 54.16% |
$66.4K - $68.8K
|
2.45K
$59.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.81K- 26.85% |
$133K - $138K
|
15.8K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.3K- 30.71% |
$235K - $244K
|
23.1K
$565K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.6K- 49.02% |
$702K - $728K
|
31.9K
$777K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-47.8KClosed |
$1.1M - $1.13M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.25M- 83.53% |
$28.6M - $29.7M
|
246K
$6.01M
|