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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.35% |
$435 - $461
|
2.56K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
9New |
$435 - $461
|
9
$469
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.87% |
$387 - $410
|
923
$48.1K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.05% |
$96.6 - $102
|
193
$10.1K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$96.6 - $102
|
2
$104
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 16.67% |
$48.3 - $51.2
|
5
$261
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-6- 2.08% |
$290 - $307
|
283
$14.7K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-17- 0.02% |
$821 - $871
|
74.3K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 3.13% |
$1.16K - $1.23K
|
743
$38.7K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-25- 0.04% |
$1.21K - $1.28K
|
59K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-26- 0.09% |
$1.26K - $1.33K
|
29K
$1.51M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32- 0.48% |
$1.55K - $1.64K
|
6.69K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-36- 11.18% |
$1.74K - $1.84K
|
286
$14.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-38- 8.6% |
$1.84K - $1.95K
|
404
$21.1K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-39- 0.21% |
$1.88K - $2K
|
18.6K
$968K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-40- 0.62% |
$1.93K - $2.05K
|
6.43K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-68- 2.03% |
$3.29K - $3.48K
|
3.27K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-85- 3.32% |
$4.11K - $4.35K
|
2.48K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-88- 1.55% |
$4.25K - $4.51K
|
5.6K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 9.1% |
$4.78K - $5.07K
|
989
$51.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-109- 96.46% |
$5.27K - $5.58K
|
4
$208
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 2.59% |
$5.32K - $5.63K
|
4.13K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-128- 1.93% |
$6.18K - $6.56K
|
6.51K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-175- 26.2% |
$8.46K - $8.96K
|
493
$25.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-250- 1.66% |
$12.1K - $12.8K
|
14.8K
$772K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-304- 51.53% |
$14.7K - $15.6K
|
286
$14.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-310- 0.31% |
$15K - $15.9K
|
99.7K
$5.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-326- 3.92% |
$15.8K - $16.7K
|
8K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-336- 4.76% |
$16.2K - $17.2K
|
6.72K
$350K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-415- 49.17% |
$20.1K - $21.3K
|
429
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-418- 45.29% |
$20.2K - $21.4K
|
505
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-423- 2.78% |
$20.4K - $21.7K
|
14.8K
$772K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-450- 2.79% |
$21.7K - $23K
|
15.7K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-461- 3.0% |
$22.3K - $23.6K
|
14.9K
$776K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-484- 2.3% |
$23.4K - $24.8K
|
20.6K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-635- 0.35% |
$30.7K - $32.5K
|
180K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-635- 13.79% |
$30.7K - $32.5K
|
3.97K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-656- 18.24% |
$31.7K - $33.6K
|
2.94K
$153K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-951- 3.08% |
$46K - $48.7K
|
29.9K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.09K- 12.32% |
$52.7K - $55.8K
|
7.76K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.15K- 5.3% |
$55.3K - $58.6K
|
20.4K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.51K- 10.36% |
$72.8K - $77.1K
|
13K
$679K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.65K- 18.01% |
$79.7K - $84.5K
|
7.51K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.66K- 6.0% |
$80.1K - $84.9K
|
25.9K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.68K- 7.1% |
$81.2K - $86K
|
22K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.78K- 18.32% |
$85.8K - $90.9K
|
7.91K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.86K- 17.63% |
$89.8K - $95.2K
|
8.69K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.03K- 0.27% |
$98.2K - $104K
|
764K
$39.8M
|