IGEB

Ishares Investment Grade Sys

Latest period2024 - Q4Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 17 superinvestors own shares of Ishares Investment Grade Sys (IGEB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Investment Grade Sys (IGEB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Investment Grade Sys (IGEB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Investment Grade Sys (IGEB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 16.23%
2.2%
$48.4M
1.091M shares@ 44.37 avg price
Jason Farris@Waller Financial Planning Group, Inc
Recent Activity
Increased 3.26%
5.63%
$22.327M
503,315 shares@ 44.37 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -38.74%
0.05%
$17.39M
392,025 shares@ 44.36 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -82.26%
0.03%
$2.663M
60,039 shares@ 44.36 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 32.65%
0.51%
$2.53M
57,027 shares@ 44.37 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
Increased 42.37%
2.09%
$2.408M
54,275 shares@ 44.36 avg price
Stephanie West@Org Partners Llc
Recent Activity
Decreased -0.65%
0.27%
$1.928M
43,459 shares@ 44.36 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 77.21%
0.15%
$764,015
17,223 shares@ 44.37 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 176.46%
0.02%
$637,588
14,373 shares@ 44.37 avg price
Katie Brown@Ade, Llc
Recent Activity
Increased 46.74%
0.24%
$380,646
8,581 shares@ 44.36 avg price