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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.8K- 22.95% |
$705K - $747K
|
49.7K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-15K- 51.24% |
$713K - $757K
|
14.3K
$744K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.6K- 36.76% |
$742K - $787K
|
26.9K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.4K- 22.99% |
$827K - $877K
|
58.3K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-18K- 12.67% |
$854K - $906K
|
124K
$6.45M
|
|
|
Oct 29, 2025
Q2 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-18.3K- 80.09% |
$872K - $925K
|
4.56K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.2K- 82.26% |
$1.53M - $1.62M
|
6.94K
$362K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-33.2K- 2.53% |
$1.58M - $1.68M
|
1.28M
$66.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.8K- 8.14% |
$1.61M - $1.7M
|
381K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-35.3K- 63.26% |
$1.68M - $1.78M
|
20.5K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.9K- 62.93% |
$2.18M - $2.31M
|
27K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.8K- 19.56% |
$2.61M - $2.76M
|
225K
$11.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.7K- 10.96% |
$3.36M - $3.57M
|
575K
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79K- 37.58% |
$3.76M - $3.98M
|
131K
$6.84M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-86.8K- 82.49% |
$4.13M - $4.38M
|
18.4K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89K- 62.97% |
$4.23M - $4.49M
|
52.3K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 4.75% |
$6.2M - $6.58M
|
2.61M
$136M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-140K- 31.22% |
$6.64M - $7.04M
|
307K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-140K- 54.39% |
$6.65M - $7.05M
|
117K
$6.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-160K- 71.54% |
$7.61M - $8.08M
|
63.7K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-176K- 10.46% |
$8.36M - $8.87M
|
1.5M
$78.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-187K- 87.19% |
$8.91M - $9.45M
|
27.5K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-211K- 86.0% |
$10M - $10.6M
|
34.3K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-230K- 45.06% |
$10.9M - $11.6M
|
280K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-235K- 22.04% |
$11.2M - $11.9M
|
832K
$43.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-433K- 43.11% |
$20.6M - $21.8M
|
571K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-582K- 44.56% |
$27.7M - $29.3M
|
724K
$37.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-665K- 41.33% |
$31.6M - $33.6M
|
944K
$49.2M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.16M- 61.53% |
$54.9M - $58.3M
|
722K
$37.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41M- 33.95% |
$67.1M - $71.1M
|
2.74M
$143M
|