Purchases and Sales Made in Q4 2024 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.1M+ 38.94% |
$54.1M - $58.9M
|
3.91M
$204M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.07MNew |
$53M - $57.7M
|
1.07M
$56M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
648K+ 28.47% |
$32M - $34.8M
|
2.93M
$153M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
641K+ 145.22% |
$31.6M - $34.4M
|
1.08M
$56.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
420K+ 46.33% |
$20.8M - $22.6M
|
1.33M
$69.2M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
367K+ 1070.11% |
$18.1M - $19.7M
|
401K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
258K+ 23.99% |
$12.7M - $13.8M
|
1.33M
$69.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
209KNew |
$10.3M - $11.2M
|
209K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
207K+ 95.81% |
$10.2M - $11.1M
|
424K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
189KNew |
$9.31M - $10.1M
|
189K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
158K+ 18.01% |
$7.79M - $8.48M
|
1.03M
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
142K+ 9.04% |
$7.01M - $7.63M
|
1.71M
$89.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
142K+ 73.04% |
$6.98M - $7.6M
|
335K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$6.87M - $7.48M
|
139K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
110KNew |
$5.41M - $5.89M
|
110K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$5.14M - $5.6M
|
104K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77K+ 40.41% |
$3.8M - $4.14M
|
267K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
73.8K+ 66.25% |
$3.64M - $3.96M
|
185K
$9.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
69.6K+ 68.2% |
$3.44M - $3.74M
|
172K
$8.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
64K+ 25.21% |
$3.16M - $3.44M
|
318K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.6KNew |
$3.09M - $3.36M
|
62.6K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
60.6K+ 100.87% |
$2.99M - $3.26M
|
121K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.3K+ 97.98% |
$2.98M - $3.24M
|
122K
$6.35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
59.8KNew |
$2.95M - $3.21M
|
59.8K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
59KNew |
$2.91M - $3.17M
|
59K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.7K+ 40.02% |
$2.8M - $3.04M
|
198K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
51.8K+ 39.04% |
$2.56M - $2.78M
|
185K
$9.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.4K+ 168.77% |
$2.54M - $2.76M
|
81.9K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.3KNew |
$2.33M - $2.54M
|
47.3K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
46.9KNew |
$2.32M - $2.52M
|
46.9K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.5K+ 59115.58% |
$2.25M - $2.45M
|
45.6K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
45KNew |
$2.22M - $2.42M
|
45K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
42.3K+ 4.72% |
$2.09M - $2.27M
|
939K
$48.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.7K+ 46.77% |
$2.01M - $2.18M
|
128K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 58.43% |
$1.96M - $2.13M
|
108K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.3K+ 8.17% |
$1.5M - $1.63M
|
401K
$20.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24K+ 8.75% |
$1.18M - $1.29M
|
298K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.18M - $1.28M
|
23.9K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
23.9KNew |
$1.18M - $1.28M
|
23.9K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
23.7KNew |
$1.17M - $1.27M
|
23.7K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
23.4KNew |
$1.16M - $1.26M
|
23.4K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.9KNew |
$1.13M - $1.23M
|
22.9K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22.2K+ 66.25% |
$1.1M - $1.19M
|
55.8K
$2.91M
|
|
|
Jun 20, 2025
Q4 2024
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
21KNew |
$1.03M - $1.13M
|
21K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.4KNew |
$908K - $988K
|
18.4K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.8KNew |
$878K - $956K
|
17.8K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
16.4K+ 280.36% |
$812K - $883K
|
22.3K
$1.16M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.3K+ 311.59% |
$807K - $878K
|
21.6K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
15.7K+ 16.61% |
$776K - $845K
|
110K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
15.3KNew |
$758K - $825K
|
15.3K
$800K
|