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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.76KNew |
$224K - $246K
|
4.76K
$247K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
154KNew |
$7.27M - $7.99M
|
154K
$8M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.65K- 20.06% |
$125K - $137K
|
10.6K
$548K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$80.1K - $88K
|
1.7K
$88.1K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7New |
$330 - $363
|
7
$363
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
33New |
$1.56K - $1.71K
|
33
$1.71K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.4M - $1.48M
|
28K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4KNew |
$200K - $212K
|
4K
$207K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-144- 0.14% |
$7.18K - $7.62K
|
106K
$5.49M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-144- 50.0% |
$7.18K - $7.62K
|
144
$7.46K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.1KNew |
$254K - $270K
|
5.1K
$264K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.47K- 1.64% |
$73.4K - $77.9K
|
88.4K
$4.58M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.69KNew |
$284K - $301K
|
5.69K
$295K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$3.04K - $3.23K
|
61
$3.16K
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
416+ 6.96% |
$20.8K - $22K
|
6.39K
$331K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.78KNew |
$238K - $253K
|
4.78K
$248K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$9.98K - $10.6K
|
200
$10.4K
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-787- 2.2% |
$39.3K - $41.6K
|
35K
$1.81M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-68- 33.33% |
$3.39K - $3.6K
|
136
$7.05K
|
|
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
$1M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-170- 2.31% |
$8.46K - $9.21K
|
7.19K
$373K
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.59K- 26.58% |
$79.3K - $86.2K
|
4.4K
$228K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$49.8 - $54.2
|
1
$51.8
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.24K- 43.03% |
$61.9K - $67.4K
|
1.65K
$85.4K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.91KNew |
$195K - $212K
|
3.91K
$203K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.8KNew |
$588K - $639K
|
11.8K
$612K
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-795- 73.61% |
$39.6K - $43K
|
285
$14.8K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$137 - $160
|
3
$156
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
53New |
$2.42K - $2.82K
|
53
$2.75K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.3KNew |
$1.06M - $1.24M
|
23.3K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.27% |
$45.6 - $53.3
|
45
$2.33K
|
|
Feb 14, 2023
Q4 2022
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
21KNew |
$957K - $1.12M
|
21K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
324+ 7.17% |
$14.8K - $17.3K
|
4.84K
$251K
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.1KNew |
$187K - $218K
|
4.1K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34New |
$1.55K - $1.81K
|
34
$1.76K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
488+ 100.0% |
$22.2K - $26K
|
976
$50.6K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-89- 2.14% |
$4.06K - $4.74K
|
4.07K
$211K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.55KNew |
$70.8K - $82.8K
|
1.55K
$80.6K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.08K- 19.89% |
$141K - $164K
|
12.4K
$644K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$274 - $320
|
6
$311
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-96.7K- 96.51% |
$4.41M - $5.15M
|
3.5K
$181K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
230New |
$10.5K - $12.2K
|
230
$11.9K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-111- 0.27% |
$5.06K - $5.91K
|
41.4K
$2.14M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$547 - $639
|
12
$622
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 55.38% |
$1.64K - $1.92K
|
29
$1.5K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.77K+ 10.36% |
$309K - $361K
|
72.1K
$3.74M
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9New |
$429 - $505
|
9
$467
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$3.81K - $4.49K
|
80
$4.15K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.62KNew |
$411K - $484K
|
8.62K
$447K
|