Latest Institutional Transactions on Ishares 10+ Year Investment Gr (IGLB)
This table provides information on the latest institutional transactions involving Ishares 10+ Year Investment Gr (IGLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$9.98K - $10.6K
|
200
$10K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-787- 2.2% |
$39.3K - $41.6K
|
35K
$1.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-68- 33.33% |
$3.39K - $3.6K
|
136
$6.82K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.11K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
19.3KNew |
$962K - $1.05M
|
19.3K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$49.8 - $54.2
|
1
$50.2
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-170- 2.31% |
$8.46K - $9.21K
|
7.19K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.59K- 26.58% |
$79.3K - $86.2K
|
4.4K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.24K- 43.03% |
$61.9K - $67.4K
|
1.65K
$82.6K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.91KNew |
$195K - $212K
|
3.91K
$196K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.8KNew |
$588K - $639K
|
11.8K
$592K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$2.09K - $2.27K
|
42
$2.11K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-795- 73.61% |
$39.6K - $43K
|
285
$14.3K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$137 - $160
|
3
$150
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.3KNew |
$1.06M - $1.24M
|
23.3K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
53New |
$2.42K - $2.82K
|
53
$2.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
324+ 7.17% |
$14.8K - $17.3K
|
4.84K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.27% |
$45.6 - $53.3
|
45
$2.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
21KNew |
$957K - $1.12M
|
21K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34New |
$1.55K - $1.81K
|
34
$1.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
488+ 100.0% |
$22.2K - $26K
|
976
$49K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.1KNew |
$187K - $218K
|
4.1K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-89- 2.14% |
$4.06K - $4.74K
|
4.07K
$204K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$70.8K - $82.8K
|
1.55K
$77.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.08K- 19.89% |
$141K - $164K
|
12.4K
$623K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$274 - $320
|
6
$301
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-96.7K- 96.51% |
$4.41M - $5.15M
|
3.5K
$176K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
230New |
$10.5K - $12.2K
|
230
$11.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-111- 0.27% |
$5.06K - $5.91K
|
41.4K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$547 - $639
|
12
$602
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 55.38% |
$1.64K - $1.92K
|
29
$1.45K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.77K+ 10.36% |
$309K - $361K
|
72.1K
$3.62M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$3.81K - $4.49K
|
80
$4.01K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9New |
$429 - $505
|
9
$451
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.62KNew |
$411K - $484K
|
8.62K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.58K+ 77.5% |
$123K - $145K
|
5.9K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-18.5K- 69.82% |
$880K - $1.04M
|
7.99K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 170.83% |
$1.95K - $2.3K
|
65
$3.26K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-800- 15.19% |
$38.1K - $44.9K
|
4.47K
$224K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$537K - $632K
|
11.3K
$565K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
4+ 1.1% |
$191 - $225
|
368
$18.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2New |
$95.3 - $112
|
2
$100
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
100New |
$4.76K - $5.61K
|
100
$5.02K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-226- 20.91% |
$10.8K - $12.7K
|
855
$42.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-90- 18.87% |
$4.29K - $5.05K
|
387
$19.4K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
73+ 1.02% |
$3.48K - $4.1K
|
7.26K
$364K
|
|
| Q2 2022 | |||||||
|
Feb 10, 2025
Q2 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.6KClosed |
$187K - $223K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-193- 35.03% |
$10K - $11.9K
|
358
$18K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-13Closed |
$675 - $805
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.75KClosed |
$90.9K - $108K
|
0
$0
|
|