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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.75K+ 7.94% |
$229K - $243K
|
64.6K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.13K+ 25.54% |
$200K - $212K
|
20.3K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
3.9K+ 1.03% |
$188K - $200K
|
381K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.82K+ 1196.55% |
$184K - $196K
|
4.14K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.44K+ 18.99% |
$166K - $176K
|
21.6K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.34K+ 7.64% |
$161K - $171K
|
47.1K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.69K+ 57.17% |
$130K - $138K
|
7.39K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.66K+ 53.54% |
$129K - $136K
|
7.63K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.62K+ 5.59% |
$127K - $134K
|
49.5K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52K+ 11.0% |
$122K - $129K
|
25.5K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27K+ 34.46% |
$110K - $116K
|
8.85K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 23.31% |
$80.6K - $85.4K
|
8.82K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 6.72% |
$72K - $76.3K
|
23.7K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 284.21% |
$52.2K - $55.3K
|
1.46K
$72.1K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
999+ 22.04% |
$48.3K - $51.2K
|
5.53K
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
990+ 0.39% |
$47.8K - $50.7K
|
257K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
933+ 5.53% |
$45.1K - $47.8K
|
17.8K
$878K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
929+ 16.37% |
$44.9K - $47.6K
|
6.61K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
895+ 5.95% |
$43.2K - $45.8K
|
15.9K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
837New |
$40.4K - $42.9K
|
837
$41.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
822New |
$39.7K - $42.1K
|
822
$40.6K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
789+ 17.96% |
$38.1K - $40.4K
|
5.18K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
772+ 10.27% |
$37.3K - $39.5K
|
8.29K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743+ 4.24% |
$35.9K - $38.1K
|
18.3K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
687+ 0.7% |
$33.2K - $35.2K
|
98.5K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
678+ 9.08% |
$32.8K - $34.7K
|
8.14K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
660+ 102.33% |
$31.9K - $33.8K
|
1.31K
$64.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
567+ 756.0% |
$27.4K - $29K
|
642
$31.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
340+ 0.79% |
$16.4K - $17.4K
|
43.4K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
314+ 1.55% |
$15.2K - $16.1K
|
20.5K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
253+ 312.35% |
$12.2K - $13K
|
334
$16.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
209+ 4.17% |
$10.1K - $10.7K
|
5.23K
$258K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
180+ 0.34% |
$8.7K - $9.22K
|
53.4K
$2.63M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
161+ 0.77% |
$7.78K - $8.25K
|
21.1K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
123+ 0.08% |
$5.94K - $6.3K
|
160K
$7.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90New |
$4.35K - $4.61K
|
90
$4.44K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
86New |
$4.16K - $4.4K
|
86
$4.24K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
81New |
$3.91K - $4.15K
|
81
$4K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
79+ 24.61% |
$3.82K - $4.05K
|
400
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
66New |
$3.19K - $3.38K
|
66
$3.26K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
64+ 0.18% |
$3.09K - $3.28K
|
34.8K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41+ 0.85% |
$1.98K - $2.1K
|
4.88K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
39+ 0.87% |
$1.88K - $2K
|
4.52K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19New |
$918 - $973
|
19
$938
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14+ 4.9% |
$676 - $717
|
300
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.54% |
$532 - $563
|
2.03K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$435 - $461
|
9
$444
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.35% |
$435 - $461
|
2.56K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.87% |
$387 - $410
|
923
$45.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.05% |
$96.6 - $102
|
193
$9.52K
|