Purchases and Sales Made in Q2 2025 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
354KNew |
$16.9M - $17.9M
|
354K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
56.6K+ 278.47% |
$2.69M - $2.85M
|
76.9K
$3.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
34.1KNew |
$1.62M - $1.72M
|
34.1K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
17.9KNew |
$852K - $904K
|
17.9K
$888K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.5K+ 133.92% |
$549K - $582K
|
20.2K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
7.88K+ 10.38% |
$375K - $398K
|
83.8K
$4.16M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.13KNew |
$339K - $360K
|
7.13K
$354K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.5K+ 498.24% |
$309K - $328K
|
7.81K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.22K+ 2.45% |
$248K - $263K
|
219K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5K+ 1.14% |
$238K - $252K
|
443K
$22M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.79KNew |
$228K - $242K
|
4.79K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.47K+ 8.37% |
$212K - $225K
|
57.8K
$2.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.4KNew |
$209K - $222K
|
4.4K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.99K+ 2.0% |
$94.8K - $101K
|
102K
$5.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63K+ 111.51% |
$77.4K - $82.1K
|
3.09K
$153K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.24K+ 50.18% |
$59.1K - $62.7K
|
3.72K
$184K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
700New |
$33.3K - $35.3K
|
700
$34.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
627+ 8.35% |
$29.8K - $31.6K
|
8.13K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
271+ 8.28% |
$12.9K - $13.7K
|
3.55K
$176K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
213+ 236.67% |
$10.1K - $10.7K
|
303
$15K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
200New |
$9.51K - $10.1K
|
200
$9.92K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$2K - $2.12K
|
42
$2.08K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17New |
$808 - $857
|
17
$843
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.47% |
$95.1 - $101
|
431
$21.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.22% |
$428 - $454
|
4.12K
$205K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-107- 90.68% |
$5.09K - $5.4K
|
11
$545
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-215- 1.21% |
$10.2K - $10.8K
|
17.6K
$872K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-513- 79.91% |
$24.4K - $25.9K
|
129
$6.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-695- 9.41% |
$33K - $35.1K
|
6.69K
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-864- 56.47% |
$41.1K - $43.6K
|
666
$33K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 4.38% |
$49.3K - $52.3K
|
22.6K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.6K- 6.16% |
$76K - $80.6K
|
24.4K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 32.21% |
$113K - $120K
|
5K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.28K- 37.07% |
$156K - $166K
|
5.57K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.79K- 4.33% |
$275K - $292K
|
128K
$6.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.59K- 44.51% |
$313K - $332K
|
8.22K
$407K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7.45K- 5.54% |
$354K - $376K
|
127K
$6.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.4K- 44.93% |
$544K - $577K
|
14K
$696K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.6K- 36.76% |
$742K - $787K
|
26.9K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-140K- 31.22% |
$6.64M - $7.04M
|
307K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-140K- 54.39% |
$6.65M - $7.05M
|
117K
$5.81M
|