Purchases and Sales Made in Q1 2025 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q1 2025. 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, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
444KNew |
$21.5M - $22.7M
|
444K
$23.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
438KNew |
$21.2M - $22.5M
|
438K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
395K+ 32.51% |
$19.1M - $20.2M
|
1.61M
$83.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
348K+ 26.11% |
$16.8M - $17.8M
|
1.68M
$87.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
243K+ 6.22% |
$11.7M - $12.5M
|
4.15M
$216M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
237K+ 206.1% |
$11.4M - $12.1M
|
351K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
230K+ 21.29% |
$11.1M - $11.8M
|
1.31M
$68.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
202K+ 2208.27% |
$9.74M - $10.3M
|
211K
$11M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
164K+ 9.57% |
$7.93M - $8.4M
|
1.88M
$97.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
129K+ 40.67% |
$6.24M - $6.62M
|
447K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
118KNew |
$5.7M - $6.05M
|
118K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
115K+ 4.02% |
$5.54M - $5.87M
|
2.97M
$155M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103K+ 95.19% |
$4.95M - $5.25M
|
210K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77.2K+ 26.28% |
$3.73M - $3.96M
|
371K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
75.5KNew |
$3.65M - $3.87M
|
75.5K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
55.8KNew |
$2.7M - $2.86M
|
55.8K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
54.6K+ 28.96% |
$2.64M - $2.8M
|
243K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54.1K+ 11794.99% |
$2.62M - $2.77M
|
54.6K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.9K+ 52.86% |
$2.36M - $2.5M
|
141K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
48KNew |
$2.32M - $2.46M
|
48K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.8K+ 23.62% |
$2.26M - $2.4M
|
245K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.1KNew |
$1.89M - $2M
|
39.1K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
34.6KNew |
$1.67M - $1.77M
|
34.6K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 3.17% |
$1.59M - $1.68M
|
1.07M
$55.6M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
29.8K+ 16.12% |
$1.44M - $1.53M
|
215K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 6.1% |
$1.15M - $1.22M
|
415K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 47.77% |
$1.14M - $1.21M
|
72.9K
$3.8M
|
|
|
Oct 29, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
22.9KNew |
$1.11M - $1.17M
|
22.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
20KNew |
$966K - $1.02M
|
20K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19.6K+ 5.25% |
$945K - $1M
|
392K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.4K+ 12.59% |
$791K - $838K
|
146K
$7.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.1K+ 7.23% |
$729K - $773K
|
224K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1K+ 18738.57% |
$634K - $672K
|
13.2K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.1K+ 20.86% |
$631K - $669K
|
75.7K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
12.3KNew |
$594K - $630K
|
12.3K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$584K - $619K
|
12.1K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 3.42% |
$554K - $588K
|
347K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 228.94% |
$512K - $543K
|
15.2K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 28.93% |
$510K - $540K
|
47K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
10.4K+ 15.94% |
$505K - $535K
|
75.9K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
9.78K+ 5.3% |
$473K - $501K
|
194K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.54K+ 193.77% |
$461K - $489K
|
14.5K
$754K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.62KNew |
$417K - $442K
|
8.62K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.38K+ 37.55% |
$405K - $429K
|
30.7K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
8.03K+ 7.27% |
$388K - $411K
|
118K
$6.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.87KNew |
$380K - $403K
|
7.87K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.15K+ 215.29% |
$346K - $366K
|
10.5K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.56K+ 3.17% |
$317K - $336K
|
214K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.18K+ 4.84% |
$298K - $316K
|
134K
$6.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6.07K+ 4.73% |
$293K - $311K
|
134K
$7M
|