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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.64KNew |
$207K - $248K
|
4.64K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.04KNew |
$314K - $376K
|
7.04K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
127New |
$5.66K - $6.78K
|
127
$6.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
7.65KNew |
$341K - $408K
|
7.65K
$387K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.45K- 38.94% |
$109K - $131K
|
3.84K
$195K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2025
Q3 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
18.9K+ 0.77% |
$891K - $979K
|
2.46M
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
70KNew |
$3.3M - $3.63M
|
70K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
27New |
$1.27K - $1.4K
|
27
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$141 - $155
|
3
$152
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
48.7KNew |
$2.3M - $2.52M
|
48.7K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.5K+ 87.13% |
$212K - $233K
|
9.67K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$4.71K - $5.18K
|
100
$5.07K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
57New |
$2.69K - $2.95K
|
57
$2.89K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.76KNew |
$224K - $246K
|
4.76K
$241K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
154KNew |
$7.27M - $7.99M
|
154K
$7.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.65K- 20.06% |
$125K - $137K
|
10.6K
$535K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$80.1K - $88K
|
1.7K
$86.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7New |
$330 - $363
|
7
$355
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
33New |
$1.56K - $1.71K
|
33
$1.67K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.4M - $1.48M
|
28K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-144- 0.14% |
$7.18K - $7.62K
|
106K
$5.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-144- 50.0% |
$7.18K - $7.62K
|
144
$7.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.1KNew |
$254K - $270K
|
5.1K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.47K- 1.64% |
$73.4K - $77.9K
|
88.4K
$4.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.69KNew |
$284K - $301K
|
5.69K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$3.04K - $3.23K
|
61
$3.09K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.78KNew |
$238K - $253K
|
4.78K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
416+ 6.96% |
$20.8K - $22K
|
6.39K
$324K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
CALL |
200New |
$9.98K - $10.6K
|
200
$10.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-787- 2.2% |
$39.3K - $41.6K
|
35K
$1.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-68- 33.33% |
$3.39K - $3.6K
|
136
$6.89K
|
|
| 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
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.59K- 26.58% |
$79.3K - $86.2K
|
4.4K
$223K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
19.3KNew |
$962K - $1.05M
|
19.3K
$979K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-170- 2.31% |
$8.46K - $9.21K
|
7.19K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1New |
$49.8 - $54.2
|
1
$50.7
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.91KNew |
$195K - $212K
|
3.91K
$198K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.24K- 43.03% |
$61.9K - $67.4K
|
1.65K
$83.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.8KNew |
$588K - $639K
|
11.8K
$598K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-795- 73.61% |
$39.6K - $43K
|
285
$14.4K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$137 - $160
|
3
$152
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
53New |
$2.42K - $2.82K
|
53
$2.69K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.3KNew |
$1.06M - $1.24M
|
23.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
21KNew |
$957K - $1.12M
|
21K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
324+ 7.17% |
$14.8K - $17.3K
|
4.84K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.27% |
$45.6 - $53.3
|
45
$2.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
34New |
$1.55K - $1.81K
|
34
$1.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
488+ 100.0% |
$22.2K - $26K
|
976
$49.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
4.1KNew |
$187K - $218K
|
4.1K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-89- 2.14% |
$4.06K - $4.74K
|
4.07K
$206K
|
|