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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.4K+ 12.42% |
$708K - $771K
|
130K
$6.4M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
13.9K+ 192.24% |
$684K - $744K
|
21.1K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
12.9K+ 87.74% |
$635K - $691K
|
27.5K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.1K+ 3.85% |
$546K - $594K
|
298K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.21K+ 1922.76% |
$455K - $495K
|
9.69K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.16KNew |
$452K - $492K
|
9.16K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
8.84K+ 6.72% |
$436K - $475K
|
140K
$6.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$423K - $461K
|
8.58K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.54K+ 89.13% |
$421K - $459K
|
18.1K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.31KNew |
$410K - $447K
|
8.31K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7.65K+ 13.23% |
$378K - $411K
|
65.5K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.35K+ 4.25% |
$363K - $395K
|
180K
$8.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.16KNew |
$353K - $384K
|
7.16K
$352K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
6.71KNew |
$331K - $361K
|
6.71K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.63KNew |
$327K - $356K
|
6.63K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.53K+ 250.92% |
$322K - $351K
|
9.13K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.84K+ 6.21% |
$288K - $314K
|
100K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.69KNew |
$281K - $306K
|
5.69K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.68KNew |
$280K - $305K
|
5.68K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.45K+ 338.39% |
$269K - $293K
|
7.06K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
5.43KNew |
$268K - $292K
|
5.43K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.02KNew |
$248K - $270K
|
5.02K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.63KNew |
$229K - $249K
|
4.63K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.6K+ 1.23% |
$227K - $247K
|
377K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.53K+ 9.32% |
$224K - $244K
|
53.2K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.53KNew |
$224K - $244K
|
4.53K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.27KNew |
$211K - $229K
|
4.27K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.08K+ 1.62% |
$201K - $219K
|
256K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4K+ 15.76% |
$197K - $215K
|
29.4K
$1.45M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.92K+ 21.49% |
$194K - $211K
|
22.2K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.83KNew |
$189K - $206K
|
3.83K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
3.32KNew |
$164K - $178K
|
3.32K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.08K+ 473.08% |
$152K - $165K
|
3.73K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.8K+ 60.01% |
$138K - $150K
|
7.47K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.54K+ 7.48% |
$125K - $136K
|
36.5K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.38K+ 11.1% |
$117K - $128K
|
23.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.31K+ 1.13% |
$114K - $124K
|
207K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.13K+ 39.4% |
$105K - $114K
|
7.52K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.09K+ 14.84% |
$103K - $112K
|
16.2K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.96K+ 3216.39% |
$96.8K - $105K
|
2.02K
$99.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 15.13% |
$71.9K - $78.2K
|
11.1K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.28KNew |
$63.4K - $69K
|
1.28K
$63.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 4.24% |
$62K - $67.5K
|
30.9K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 12.58% |
$58.1K - $63.2K
|
10.5K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17K+ 9.42% |
$57.8K - $62.9K
|
13.6K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 5.08% |
$54K - $58.8K
|
22.6K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
949+ 5.23% |
$46.8K - $51K
|
19.1K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
915New |
$45.2K - $49.2K
|
915
$45.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
817+ 3025.93% |
$40.3K - $43.9K
|
844
$41.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
760New |
$37.5K - $40.8K
|
760
$37.4K
|