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 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.85% |
$50.2 - $52.7
|
118
$5.86K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.55% |
$50.2 - $52.7
|
184
$9.13K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.21% |
$50.2 - $52.7
|
479
$23.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 25.0% |
$50.2 - $52.7
|
3
$149
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-5- 10.2% |
$251 - $263
|
44
$2.18K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.18% |
$452 - $474
|
4.92K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20- 0.3% |
$1K - $1.05K
|
6.54K
$325K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.74% |
$1.56K - $1.63K
|
4.15K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32- 35.16% |
$1.61K - $1.69K
|
59
$2.93K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.12% |
$1.96K - $2.05K
|
32.1K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-59- 0.54% |
$2.96K - $3.11K
|
11K
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-75- 44.91% |
$3.76K - $3.95K
|
92
$4.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-125- 50.0% |
$6.27K - $6.59K
|
125
$6.2K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-127- 2.57% |
$6.37K - $6.69K
|
4.81K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-132- 0.16% |
$6.63K - $6.95K
|
82.4K
$4.09M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-166Closed |
$8.33K - $8.74K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-187- 1.01% |
$9.39K - $9.85K
|
18.4K
$912K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-196- 4.59% |
$9.84K - $10.3K
|
4.08K
$202K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-251- 1.32% |
$12.6K - $13.2K
|
18.7K
$930K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-368- 11.34% |
$18.5K - $19.4K
|
2.88K
$143K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-449- 0.26% |
$22.5K - $23.7K
|
171K
$8.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-604- 6.35% |
$30.3K - $31.8K
|
8.91K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-627- 9.95% |
$31.5K - $33K
|
5.67K
$282K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-661- 37.47% |
$33.2K - $34.8K
|
1.1K
$54.7K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-703- 10.91% |
$35.3K - $37K
|
5.74K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.09K- 50.0% |
$54.6K - $57.3K
|
1.09K
$54K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.23K- 20.05% |
$61.5K - $64.6K
|
4.89K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.39K- 1.25% |
$69.6K - $73K
|
110K
$5.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.8K- 1.97% |
$90.1K - $94.6K
|
89.2K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.95K- 2.91% |
$97.8K - $103K
|
64.9K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.34K- 37.1% |
$117K - $123K
|
3.96K
$197K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.44K- 23.78% |
$122K - $129K
|
7.82K
$388K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-3.11K- 43.53% |
$156K - $164K
|
4.03K
$200K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.24K- 9.07% |
$163K - $171K
|
32.5K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-3.51K- 27.7% |
$176K - $185K
|
9.16K
$455K
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.72K- 13.25% |
$187K - $196K
|
24.3K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72K- 18.12% |
$187K - $196K
|
16.8K
$835K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.24K- 4.76% |
$213K - $223K
|
84.9K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-4.32K- 31.42% |
$217K - $227K
|
9.42K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.81K- 0.68% |
$242K - $254K
|
700K
$34.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.51K- 31.37% |
$276K - $290K
|
12K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.6K- 31.14% |
$331K - $347K
|
14.6K
$724K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.98K- 1.47% |
$400K - $420K
|
534K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.07K- 2.39% |
$455K - $478K
|
371K
$18.4M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.2K- 48.18% |
$613K - $644K
|
13.1K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.9K- 8.79% |
$798K - $838K
|
165K
$8.19M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.2KClosed |
$811K - $851K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-16.9K- 51.05% |
$846K - $888K
|
16.2K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 51.07% |
$847K - $889K
|
16.2K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.9K- 26.83% |
$1.7M - $1.79M
|
92.6K
$4.6M
|