Purchases and Sales Made in Q2 2024 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.59KNew |
$223K - $235K
|
4.59K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.45K+ 24.0% |
$216K - $228K
|
23K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.02K+ 21.85% |
$195K - $206K
|
22.4K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4K+ 19.85% |
$194K - $205K
|
24.2K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.28K+ 3.19% |
$159K - $168K
|
106K
$5.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.19K+ 5.0% |
$155K - $163K
|
67K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 16.46% |
$129K - $136K
|
18.8K
$934K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.66K+ 16.42% |
$129K - $136K
|
18.8K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.29K+ 2.29% |
$111K - $117K
|
102K
$5.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.82K+ 12.96% |
$88.4K - $93.1K
|
15.9K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.76KNew |
$85.8K - $90.3K
|
1.76K
$87.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 1240.88% |
$82.7K - $87K
|
1.84K
$91.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.58K+ 7.58% |
$76.6K - $80.6K
|
22.4K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.5K+ 1.16% |
$72.8K - $76.7K
|
131K
$6.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45KNew |
$70.5K - $74.2K
|
1.45K
$71.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.44K+ 13.1% |
$69.9K - $73.6K
|
12.4K
$616K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 1.43% |
$58.9K - $62K
|
86.2K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
938+ 8.91% |
$45.6K - $48K
|
11.5K
$569K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
447New |
$21.7K - $22.9K
|
447
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
436+ 4.63% |
$21.2K - $22.3K
|
9.86K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
413New |
$20.1K - $21.1K
|
413
$20.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
329New |
$16K - $16.8K
|
329
$16.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
282+ 133.02% |
$13.7K - $14.4K
|
494
$24.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
238+ 495.83% |
$11.6K - $12.2K
|
286
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
204+ 4.24% |
$9.92K - $10.4K
|
5.01K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$4.86K - $5.12K
|
100
$4.96K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.86K - $5.12K
|
100
$4.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
85New |
$4.13K - $4.35K
|
85
$4.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
75+ 416.67% |
$3.65K - $3.84K
|
93
$4.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57New |
$2.77K - $2.92K
|
57
$2.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
47+ 11.6% |
$2.29K - $2.41K
|
452
$22.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 21.56% |
$1.75K - $1.84K
|
203
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36+ 15.38% |
$1.75K - $1.84K
|
270
$13.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
23+ 0.26% |
$1.12K - $1.18K
|
8.93K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
22New |
$1.07K - $1.13K
|
22
$1.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10+ 0.21% |
$486 - $512
|
4.79K
$238K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 1.13% |
$486 - $512
|
898
$44.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$194 - $205
|
4
$199
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 1.33% |
$194 - $205
|
304
$15.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 1.96% |
$146 - $154
|
156
$7.74K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$97.2 - $102
|
2
$99.3
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.69% |
$97.2 - $102
|
120
$5.96K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 1.15% |
$48.6 - $51.2
|
88
$4.37K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.69% |
$48.6 - $51.2
|
60
$2.98K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-10- 0.19% |
$486 - $512
|
5.15K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-20- 0.31% |
$972 - $1.02K
|
6.52K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-26- 0.53% |
$1.26K - $1.33K
|
4.86K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-39- 1.36% |
$1.9K - $2K
|
2.84K
$141K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-55Closed |
$2.67K - $2.82K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-61- 0.36% |
$2.97K - $3.12K
|
16.8K
$836K
|