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
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-304- 6.19% |
$15K - $16.3K
|
4.6K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 2.95% |
$24.2K - $26.4K
|
16.1K
$841K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-585- 0.59% |
$28.9K - $31.4K
|
97.8K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-639- 2.63% |
$31.5K - $34.3K
|
23.7K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-924- 16.04% |
$45.6K - $49.6K
|
4.84K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.22K- 7.39% |
$60K - $65.3K
|
15.2K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.22K- 1.11% |
$60.4K - $65.7K
|
108K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 27.97% |
$86K - $93.6K
|
4.49K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.55K- 9.33% |
$175K - $191K
|
34.5K
$1.8M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.75K- 10.73% |
$185K - $201K
|
31.2K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.81K- 43.69% |
$188K - $205K
|
4.92K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.97K- 44.39% |
$196K - $213K
|
4.97K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.24K- 2.78% |
$209K - $228K
|
148K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.39K- 23.21% |
$217K - $236K
|
14.5K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.01K- 32.34% |
$247K - $269K
|
10.5K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.71K- 3.08% |
$282K - $307K
|
180K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.25K- 55.92% |
$308K - $336K
|
4.93K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.32K- 37.47% |
$312K - $339K
|
10.5K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.72K- 28.48% |
$332K - $361K
|
16.9K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.02K- 1.7% |
$445K - $485K
|
520K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.78K- 65.08% |
$483K - $525K
|
5.25K
$273K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.7K- 92.08% |
$530K - $577K
|
923
$48.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.1K- 3.07% |
$546K - $594K
|
349K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11.4K- 2.97% |
$563K - $613K
|
372K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 99.4% |
$577K - $628K
|
70
$3.65K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-14.6K- 76.49% |
$721K - $785K
|
4.49K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 25.49% |
$727K - $791K
|
43K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15.7K- 0.55% |
$775K - $844K
|
2.85M
$149M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20.4K- 30.15% |
$1.01M - $1.09M
|
47.2K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.3K- 42.36% |
$1.1M - $1.2M
|
30.4K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-27.8K- 97.73% |
$1.37M - $1.49M
|
645
$33.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.4K- 27.7% |
$1.75M - $1.9M
|
92.4K
$4.82M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.9K- 15.46% |
$1.87M - $2.04M
|
207K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-40.9K- 54.04% |
$2.02M - $2.2M
|
34.8K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-44.5KClosed |
$2.19M - $2.39M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-53.7K- 12.07% |
$2.65M - $2.88M
|
391K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.1K- 7.34% |
$2.72M - $2.96M
|
696K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60.5K- 26.18% |
$2.99M - $3.25M
|
171K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-81.5K- 80.13% |
$4.02M - $4.38M
|
20.2K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-119K- 13.49% |
$5.9M - $6.42M
|
766K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-130K- 72.46% |
$6.4M - $6.97M
|
49.3K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-206K- 57.0% |
$10.2M - $11.1M
|
156K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 44.31% |
$11.5M - $12.6M
|
294K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-287K- 71.41% |
$14.2M - $15.4M
|
115K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.12M- 48.07% |
$55.5M - $60.4M
|
1.21M
$63.3M
|