Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / INVESTMENT GRADE
-
Total 13F shares
-
4,663,135
-
Share change
-
+6,188
-
Total reported value
-
$206,031,517
-
Price per share
-
$44.19
-
Number of holders
-
41
-
Value change
-
+$254,848
-
Number of buys
-
27
-
Number of sells
-
18
Institutional Holders of ISHARES TR - INVESTMENT GRADE (IGEB) as of Q2 2023
As of 30 Jun 2023,
ISHARES TR - INVESTMENT GRADE (IGEB) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,663,135 shares.
The largest 10 holders included
CWM, LLC, Hennion & Walsh Asset Management, Inc., WALLER FINANCIAL PLANNING GROUP, INC, Paragon Wealth Strategies, LLC, AMERIPRISE FINANCIAL INC, AdvisorNet Financial, Inc, Cambridge Investment Research Advisors, Inc., Private Advisor Group, LLC, WELLS FARGO & COMPANY/MN, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.