Purchases and Sales Made in Q4 2022 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.01M+ 214.12% |
$22.3M - $23.9M
|
1.49M
$36.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
160KNew |
$3.54M - $3.79M
|
160K
$3.92M
|
|
|
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
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$501K - $537K
|
22.7K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.7KNew |
$501K - $537K
|
22.7K
$555K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 25.83% |
$411K - $440K
|
90.8K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.5KNew |
$320K - $342K
|
14.5K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4KNew |
$273K - $293K
|
12.4K
$302K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.91KNew |
$219K - $234K
|
9.91K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.36K+ 4.03% |
$206K - $221K
|
241K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.95K+ 29.65% |
$131K - $141K
|
26K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.69KNew |
$104K - $111K
|
4.69K
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.51K+ 27.99% |
$77.4K - $82.9K
|
16K
$391K
|
|
|
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 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
100+ 0.34% |
$2.21K - $2.36K
|
29.3K
$716K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$1.35K - $1.44K
|
61
$1.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45+ 0.54% |
$993 - $1.06K
|
8.44K
$206K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.1% |
$221 - $236
|
10.5K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
8+ 1.08% |
$176 - $189
|
746
$18.2K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-129- 22.01% |
$2.85K - $3.05K
|
457
$11.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-245- 0.53% |
$5.4K - $5.79K
|
45.8K
$1.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-259- 9.56% |
$5.71K - $6.12K
|
2.45K
$59.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-936- 1.2% |
$20.6K - $22.1K
|
77.2K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.89K- 1.54% |
$41.7K - $44.6K
|
121K
$2.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.21K- 69.4% |
$48.8K - $52.2K
|
975
$23.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.38K- 45.79% |
$52.5K - $56.3K
|
2.82K
$68.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.54K- 15.58% |
$56K - $59.9K
|
13.7K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.62K- 15.57% |
$57.8K - $61.8K
|
14.2K
$346K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.14K- 4.66% |
$69.2K - $74.1K
|
64.3K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.08K- 2.19% |
$90.1K - $96.5K
|
182K
$4.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-5.92K- 2.87% |
$131K - $140K
|
200K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.5K- 12.33% |
$386K - $413K
|
124K
$3.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-17.8K- 4.69% |
$393K - $421K
|
362K
$8.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.2K- 15.69% |
$511K - $547K
|
125K
$3.04M
|