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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.52K+ 50.6% |
$421K - $462K
|
25.4K
$1.26M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.19K+ 235.54% |
$404K - $444K
|
11.7K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.13KNew |
$402K - $441K
|
8.13K
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.6K+ 31.46% |
$375K - $412K
|
31.8K
$1.57M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.27KNew |
$359K - $394K
|
7.27K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.97KNew |
$344K - $378K
|
6.97K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
6.9K+ 13.55% |
$341K - $374K
|
57.8K
$2.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.57KNew |
$325K - $356K
|
6.57K
$326K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.8KNew |
$286K - $314K
|
5.8K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.8KNew |
$286K - $314K
|
5.8K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.76KNew |
$285K - $312K
|
5.76K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.65KNew |
$229K - $252K
|
4.65K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54K+ 17.49% |
$224K - $246K
|
30.5K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.41K+ 2.52% |
$218K - $239K
|
179K
$8.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.14K+ 18.03% |
$205K - $225K
|
27.1K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.08KNew |
$201K - $221K
|
4.08K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.03K+ 16.19% |
$199K - $218K
|
28.9K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.85K+ 41.49% |
$190K - $209K
|
13.1K
$651K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.79K+ 60.5% |
$187K - $205K
|
10K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.59K+ 3.38% |
$177K - $194K
|
110K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.98K+ 36.42% |
$147K - $162K
|
11.2K
$554K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.53KNew |
$125K - $137K
|
2.53K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.5K+ 0.68% |
$123K - $135K
|
373K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 1.25% |
$118K - $130K
|
194K
$9.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 16.5% |
$118K - $129K
|
16.9K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.96K+ 8.76% |
$96.7K - $106K
|
24.3K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.78K+ 1.36% |
$87.8K - $96.4K
|
133K
$6.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.66K+ 0.82% |
$82.2K - $90.2K
|
205K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 12.37% |
$67.6K - $74.1K
|
12.4K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 225.91% |
$55.1K - $60.5K
|
1.61K
$79.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06KNew |
$52.4K - $57.5K
|
1.06K
$52.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
980New |
$48.4K - $53.1K
|
980
$48.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
852+ 16.99% |
$42.1K - $46.2K
|
5.87K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
765+ 41.64% |
$37.8K - $41.5K
|
2.6K
$129K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
755+ 0.88% |
$37.3K - $40.9K
|
86.9K
$4.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
742+ 8.62% |
$36.6K - $40.2K
|
9.35K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650New |
$32.1K - $35.2K
|
650
$32.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
593+ 0.89% |
$29.3K - $32.1K
|
67.6K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
589+ 3.72% |
$29.1K - $31.9K
|
16.4K
$815K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
553+ 3.79% |
$27.3K - $30K
|
15.2K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
398+ 0.59% |
$19.7K - $21.6K
|
68K
$3.37M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
395+ 1.14% |
$19.5K - $21.4K
|
34.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
276+ 3450.0% |
$13.6K - $15K
|
284
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
251+ 0.52% |
$12.4K - $13.6K
|
48.7K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
241+ 4.68% |
$11.9K - $13.1K
|
5.39K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
221+ 1.92% |
$10.9K - $12K
|
11.8K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
204New |
$10.1K - $11.1K
|
204
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
188New |
$9.28K - $10.2K
|
188
$9.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
120+ 2.51% |
$5.93K - $6.5K
|
4.91K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
120+ 68.57% |
$5.93K - $6.5K
|
295
$14.6K
|