Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / INVESTMENT GRADE
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
4,643,312
-
Shares change
-
+4,739
-
Total reported value, excl. options
-
$205,155,548
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Value change
-
+$190,808
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Number of buys
-
26
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Number of sells
-
18
-
Price
-
$44.19
Institutional Holders of ISHARES TR - INVESTMENT GRADE (IGEB) as of Q2 2023
As of 30 Jun 2023 ISHARES TR - INVESTMENT GRADE (IGEB) had 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,643,312 shares of stock of the company.
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 table shows 41 institutional shareholders of the security as of 30 Jun 2023.
| 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.