Purchases and Sales Made in Q1 2023 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 59.88% |
$4.98K - $5.42K
|
267
$13.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81New |
$4.03K - $4.39K
|
81
$4.08K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65New |
$3.24K - $3.52K
|
65
$3.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$2.09K - $2.27K
|
42
$2.11K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24+ 0.11% |
$1.19K - $1.3K
|
21.8K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$797 - $866
|
16
$805
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
14+ 43.75% |
$697 - $758
|
46
$2.31K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.4% |
$597 - $650
|
3.02K
$152K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$49.8 - $54.2
|
1
$50.3
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$49.8 - $54.2
|
1
$50.3
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3Closed |
$149 - $162
|
0
$0
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.11K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-76- 8.62% |
$3.78K - $4.12K
|
806
$40.5K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-100- 96.15% |
$4.98K - $5.42K
|
4
$201
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-168- 2.5% |
$8.36K - $9.1K
|
6.54K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-170- 2.31% |
$8.46K - $9.21K
|
7.19K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-193- 55.14% |
$9.61K - $10.5K
|
157
$7.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-265- 20.23% |
$13.2K - $14.3K
|
1.05K
$52.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-384- 6.84% |
$19.1K - $20.8K
|
5.23K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-393- 25.1% |
$19.6K - $21.3K
|
1.17K
$59K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-795- 73.61% |
$39.6K - $43K
|
285
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 13.32% |
$55.9K - $60.8K
|
7.3K
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.12K- 13.32% |
$55.9K - $60.8K
|
7.3K
$367K
|
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.19K- 0.85% |
$59.1K - $64.2K
|
139K
$7M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.24K- 43.03% |
$61.9K - $67.4K
|
1.65K
$82.9K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 19.76% |
$61.9K - $67.4K
|
5.05K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.27K- 2.09% |
$63.2K - $68.7K
|
59.5K
$2.99M
|
|
|
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
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.75K- 2.93% |
$87.3K - $94.9K
|
58.1K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.22K- 22.87% |
$110K - $120K
|
7.48K
$377K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.57K- 21.15% |
$128K - $139K
|
9.58K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.59K- 19.78% |
$129K - $140K
|
10.5K
$528K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.79K- 92.94% |
$139K - $151K
|
212
$10.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-2.81K- 27.09% |
$140K - $152K
|
7.55K
$380K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.52K- 57.59% |
$275K - $299K
|
4.06K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.59K- 4.52% |
$278K - $302K
|
118K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.78K- 42.86% |
$288K - $313K
|
7.7K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.27K- 59.17% |
$362K - $394K
|
5.02K
$252K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-9.4K- 58.15% |
$468K - $509K
|
6.77K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-12.5K- 8.51% |
$620K - $674K
|
134K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.9K- 2.92% |
$741K - $806K
|
494K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.2K- 64.49% |
$857K - $932K
|
9.48K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20K- 19.49% |
$994K - $1.08M
|
82.5K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.7K- 33.66% |
$1.13M - $1.23M
|
44.8K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.6K- 12.97% |
$1.17M - $1.28M
|
158K
$7.97M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-24.4K- 19.38% |
$1.21M - $1.32M
|
102K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39.5K- 59.22% |
$1.97M - $2.14M
|
27.2K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-53.1K- 13.35% |
$2.64M - $2.87M
|
345K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-149K- 58.36% |
$7.4M - $8.05M
|
106K
$5.33M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-188K- 28.52% |
$9.35M - $10.2M
|
471K
$23.7M
|