Purchases and Sales Made in Q3 2024 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
896KNew |
$44.3M - $48.6M
|
896K
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
847K+ 1395.52% |
$41.8M - $45.9M
|
907K
$47.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
563K+ 31.66% |
$27.8M - $30.5M
|
2.34M
$122M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
443K+ 102.06% |
$21.9M - $24M
|
877K
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
441KNew |
$21.8M - $23.9M
|
441K
$23M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
366K+ 51.67% |
$18.1M - $19.8M
|
1.07M
$56M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
362KNew |
$17.9M - $19.6M
|
362K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
360KNew |
$17.8M - $19.5M
|
360K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
274KNew |
$13.5M - $14.9M
|
274K
$14.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221K+ 72.25% |
$10.9M - $12M
|
528K
$27.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221K+ 72.25% |
$10.9M - $12M
|
528K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 38.71% |
$10.4M - $11.4M
|
751K
$39.1M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
210K+ 38.71% |
$10.4M - $11.4M
|
751K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 115.04% |
$9.8M - $10.8M
|
371K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
189KNew |
$9.35M - $10.3M
|
189K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
173K+ 1429.53% |
$8.56M - $9.39M
|
185K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
160KNew |
$7.88M - $8.65M
|
160K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
152K+ 301.48% |
$7.5M - $8.23M
|
202K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
131KNew |
$6.49M - $7.12M
|
131K
$6.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
98.4KNew |
$4.86M - $5.33M
|
98.4K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94.7KNew |
$4.67M - $5.13M
|
94.7K
$4.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
94.2KNew |
$4.65M - $5.1M
|
94.2K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
77.8K+ 21.18% |
$3.84M - $4.21M
|
445K
$23.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
75.6KNew |
$3.73M - $4.1M
|
75.6K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
72K+ 279.74% |
$3.56M - $3.9M
|
97.8K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.3K+ 42.78% |
$3.42M - $3.75M
|
231K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.2K+ 65.74% |
$2.77M - $3.04M
|
142K
$7.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
52.5K+ 43.53% |
$2.59M - $2.84M
|
173K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 37.11% |
$1.71M - $1.88M
|
128K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.3K+ 1.53% |
$1.7M - $1.86M
|
2.28M
$119M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30.3K+ 110.42% |
$1.5M - $1.64M
|
57.8K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 10.67% |
$1.4M - $1.53M
|
293K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.36M - $1.49M
|
27.5K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
26.5K+ 0.93% |
$1.31M - $1.43M
|
2.87M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.2K+ 400.0% |
$1.24M - $1.37M
|
31.5K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25KNew |
$1.23M - $1.35M
|
25K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24.4K+ 130.11% |
$1.21M - $1.32M
|
43.2K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
24.3K+ 262.76% |
$1.2M - $1.32M
|
33.6K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.6KNew |
$1.16M - $1.28M
|
23.6K
$1.23M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
21.4KNew |
$1.06M - $1.16M
|
21.4K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
21K+ 123.03% |
$1.04M - $1.14M
|
38K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7KNew |
$973K - $1.07M
|
19.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19.1KNew |
$943K - $1.03M
|
19.1K
$995K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.3KNew |
$901K - $989K
|
18.3K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$896K - $983K
|
18.1K
$945K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
17.2KNew |
$850K - $933K
|
17.2K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14.6K+ 3.95% |
$721K - $791K
|
384K
$20M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.1K+ 13.88% |
$696K - $764K
|
116K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 15.29% |
$578K - $634K
|
88.2K
$4.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 21.45% |
$537K - $589K
|
61.6K
$3.21M
|