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
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-4.24K- 2.73% |
$205K - $217K
|
151K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-4.24K- 17.88% |
$205K - $217K
|
19.5K
$962K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 4.02% |
$213K - $226K
|
105K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.46K- 49.29% |
$264K - $280K
|
5.62K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.81K- 98.01% |
$281K - $298K
|
118
$5.82K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.07K- 4.1% |
$293K - $311K
|
142K
$7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.68K- 49.16% |
$323K - $342K
|
6.91K
$341K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7K- 19.3% |
$338K - $359K
|
29.3K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-7.7K- 22.33% |
$372K - $395K
|
26.8K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.5KClosed |
$506K - $536K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.6K- 2.04% |
$512K - $543K
|
510K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.7K- 6.87% |
$566K - $600K
|
159K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 6.67% |
$579K - $614K
|
168K
$8.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-15.8K- 9.2% |
$764K - $809K
|
156K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.7K- 5.95% |
$857K - $908K
|
280K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.9K- 65.42% |
$959K - $1.02M
|
10.5K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-22.7K- 1.71% |
$1.1M - $1.16M
|
1.31M
$64.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-23.8K- 99.66% |
$1.15M - $1.22M
|
80
$3.95K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.2K- 21.67% |
$1.26M - $1.34M
|
94.6K
$4.67M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33.1K- 11.1% |
$1.6M - $1.7M
|
265K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-34.2K- 61.25% |
$1.65M - $1.75M
|
21.6K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.2K- 83.83% |
$1.85M - $1.96M
|
7.37K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.4K- 48.15% |
$1.91M - $2.02M
|
42.5K
$2.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-45.7K- 96.76% |
$2.21M - $2.34M
|
1.53K
$75.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50.6K- 7.27% |
$2.45M - $2.59M
|
645K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-70.7K- 6.58% |
$3.42M - $3.62M
|
1M
$49.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-96.8K- 79.42% |
$4.68M - $4.96M
|
25.1K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-97.3K- 89.65% |
$4.7M - $4.98M
|
11.2K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-156K- 38.95% |
$7.55M - $8.01M
|
245K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-182K- 6.22% |
$8.8M - $9.33M
|
2.74M
$135M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-201K- 95.46% |
$9.72M - $10.3M
|
9.57K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-344K- 98.39% |
$16.6M - $17.6M
|
5.62K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-557K- 59.29% |
$26.9M - $28.5M
|
382K
$18.9M
|