Purchases and Sales Made in Q1 2024 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.07KNew |
$355K - $372K
|
7.07K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.93KNew |
$348K - $365K
|
6.93K
$344K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6.33K+ 5.4% |
$318K - $333K
|
124K
$6.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
6.16K+ 42.13% |
$309K - $324K
|
20.8K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.78KNew |
$290K - $304K
|
5.78K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.65K+ 43.88% |
$284K - $298K
|
18.5K
$919K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.54KNew |
$278K - $292K
|
5.54K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.95KNew |
$248K - $261K
|
4.95K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.78KNew |
$240K - $252K
|
4.78K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4K+ 24.76% |
$201K - $211K
|
20.2K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4KNew |
$201K - $211K
|
4K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.67K+ 91.85% |
$184K - $193K
|
7.67K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
3.17K+ 7.55% |
$159K - $167K
|
45.1K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.91K+ 2.91% |
$146K - $153K
|
103K
$5.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.82K+ 1.54% |
$142K - $149K
|
186K
$9.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.38KNew |
$120K - $126K
|
2.38K
$118K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.17K+ 36.49% |
$109K - $114K
|
8.12K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.56KNew |
$78.5K - $82.4K
|
1.56K
$77.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.42K+ 11.28% |
$71.4K - $75K
|
14K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.26K+ 1.28% |
$63.3K - $66.5K
|
100K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.07K+ 0.48% |
$53.8K - $56.5K
|
225K
$11.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
885New |
$44.4K - $46.6K
|
885
$43.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
817+ 5.08% |
$41K - $43K
|
16.9K
$839K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
722+ 5.18% |
$36.2K - $38K
|
14.7K
$728K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
708+ 1.39% |
$35.5K - $37.3K
|
51.5K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
640+ 13.9% |
$32.1K - $33.7K
|
5.24K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
611New |
$30.7K - $32.2K
|
611
$30.3K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
600+ 0.16% |
$30.1K - $31.6K
|
365K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
457+ 4.54% |
$22.9K - $24.1K
|
10.5K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
375+ 8.88% |
$18.8K - $19.8K
|
4.6K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
363+ 12.14% |
$18.2K - $19.1K
|
3.35K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
300New |
$15.1K - $15.8K
|
300
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
234New |
$11.7K - $12.3K
|
234
$11.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
175+ 5.31% |
$8.78K - $9.22K
|
3.47K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
137New |
$6.88K - $7.22K
|
137
$6.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
132+ 8.07% |
$6.63K - $6.95K
|
1.77K
$87.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
82New |
$4.12K - $4.32K
|
82
$4.07K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
79+ 23.03% |
$3.97K - $4.16K
|
422
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76+ 7600.0% |
$3.81K - $4K
|
77
$3.82K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
68New |
$3.41K - $3.58K
|
68
$3.37K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
55New |
$2.76K - $2.9K
|
55
$2.73K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55New |
$2.76K - $2.9K
|
55
$2.73K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
48New |
$2.41K - $2.53K
|
48
$2.38K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32New |
$1.61K - $1.69K
|
32
$1.59K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
28New |
$1.41K - $1.48K
|
28
$1.39K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 0.14% |
$1.36K - $1.42K
|
18.9K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26+ 50.98% |
$1.3K - $1.37K
|
77
$3.82K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7+ 0.79% |
$351 - $369
|
888
$44.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.08% |
$151 - $158
|
3.68K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.25% |
$50.2 - $52.7
|
405
$20.1K
|