Purchases and Sales Made in Q4 2025 in Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.8K+ 137.93% |
$776K - $790K
|
54.9K
$1.34M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.2KNew |
$687K - $700K
|
28.2K
$688K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.64K+ 18.07% |
$137K - $140K
|
36.8K
$899K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150+ 11.1% |
$3.66K - $3.72K
|
1.5K
$36.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4+ 1.09% |
$97.5 - $99.3
|
371
$9.06K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
4New |
$97.5 - $99.3
|
4
$97.6
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 99.01% |
$2.44K - $2.48K
|
1
$24.4
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-365- 3.93% |
$8.9K - $9.06K
|
8.93K
$218K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.51K- 0.62% |
$36.7K - $37.4K
|
240K
$5.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-203K- 54.65% |
$4.95M - $5.04M
|
169K
$4.11M
|
|