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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 97.4% |
$3.65K - $3.84K
|
2
$99.1
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-83- 1.5% |
$4.04K - $4.25K
|
5.46K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 15.84% |
$4.52K - $4.76K
|
494
$24.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106- 0.73% |
$5.15K - $5.43K
|
14.5K
$717K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-133- 0.2% |
$6.47K - $6.81K
|
67.6K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-184Closed |
$8.95K - $9.42K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 5.44% |
$9.72K - $10.2K
|
3.48K
$172K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-224- 5.4% |
$10.9K - $11.5K
|
3.92K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-227- 73.7% |
$11K - $11.6K
|
81
$4.01K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-265- 28.46% |
$12.9K - $13.6K
|
666
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-298- 1.58% |
$14.5K - $15.3K
|
18.6K
$920K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-306- 3.34% |
$14.9K - $15.7K
|
8.86K
$439K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-345- 2.31% |
$16.8K - $17.7K
|
14.6K
$724K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-356- 1.9% |
$17.3K - $18.2K
|
18.4K
$911K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-360- 7.32% |
$17.5K - $18.4K
|
4.56K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-455- 5.61% |
$22.1K - $23.3K
|
7.66K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-513- 4.26% |
$24.9K - $26.3K
|
11.5K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-900- 1.16% |
$43.8K - $46.1K
|
76.5K
$3.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-946- 12.33% |
$46K - $48.4K
|
6.72K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.31K- 4.07% |
$63.6K - $67K
|
30.8K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.37K- 8.14% |
$66.6K - $70.1K
|
15.5K
$766K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.69K- 70.81% |
$82.1K - $86.4K
|
696
$34.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.7K- 21.25% |
$82.7K - $87K
|
6.3K
$312K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.5K- 31.97% |
$122K - $128K
|
5.32K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.55K- 88.18% |
$124K - $130K
|
341
$16.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 6.43% |
$126K - $132K
|
37.6K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.01K- 1.82% |
$146K - $154K
|
162K
$8.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.1K- 6.01% |
$151K - $158K
|
48.4K
$2.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.37K- 10.38% |
$164K - $173K
|
29.1K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.58K- 0.97% |
$174K - $183K
|
367K
$18.2M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.85K- 29.32% |
$187K - $197K
|
9.29K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-7.29K- 29.94% |
$354K - $373K
|
17.1K
$845K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-12.3K- 7.21% |
$598K - $630K
|
158K
$7.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.8K- 1.91% |
$670K - $705K
|
708K
$35.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.9K- 37.51% |
$676K - $712K
|
23.2K
$1.15M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-15.4K- 71.16% |
$751K - $791K
|
6.26K
$310K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.3K- 7.66% |
$794K - $836K
|
197K
$9.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.5K- 23.33% |
$948K - $998K
|
64K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.3K- 1.24% |
$1.08M - $1.14M
|
1.78M
$88.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52.9K- 67.08% |
$2.57M - $2.71M
|
25.9K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64.2K- 55.86% |
$3.12M - $3.29M
|
50.7K
$2.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-122K- 70.86% |
$5.95M - $6.27M
|
50.4K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-157K- 13.62% |
$7.62M - $8.03M
|
994K
$49.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-172K- 22.54% |
$8.37M - $8.81M
|
591K
$29.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-221K- 41.94% |
$10.8M - $11.3M
|
306K
$15.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Deere & CO
Moline, IL |
SELL
|
- |
-222KClosed |
$10.8M - $11.4M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-278K- 81.05% |
$13.5M - $14.2M
|
64.9K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-410K- 7.13% |
$19.9M - $21M
|
5.35M
$265M
|