Purchases and Sales Made in Q1 2025 in Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information about the institutional ownership of Ishares Core 10+ Year Usd Bond (ILTB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE 10+ YEAR USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
354K+ 20.51% |
$16.8M - $18M
|
2.08M
$100M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
288K+ 70.38% |
$13.7M - $14.6M
|
698K
$33.7M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
75.8KNew |
$3.61M - $3.85M
|
75.8K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
46.5K+ 5.25% |
$2.21M - $2.36M
|
932K
$45M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
43.6KNew |
$2.08M - $2.21M
|
43.6K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26.5K+ 13.44% |
$1.26M - $1.35M
|
224K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.4K+ 33.78% |
$1.11M - $1.19M
|
92.7K
$4.48M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 2467.92% |
$970K - $1.04M
|
21.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
19.1KNew |
$908K - $969K
|
19.1K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.7K+ 51.56% |
$698K - $745K
|
43.1K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10.2KNew |
$484K - $516K
|
10.2K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.66K+ 2.98% |
$460K - $490K
|
334K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.91KNew |
$424K - $452K
|
8.91K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.17K+ 8.59% |
$389K - $415K
|
103K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.51K+ 10.91% |
$310K - $331K
|
66.2K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.43K+ 18.26% |
$306K - $327K
|
41.7K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.1KNew |
$290K - $310K
|
6.1K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6K+ 36.21% |
$286K - $305K
|
22.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.49KNew |
$261K - $279K
|
5.49K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.23KNew |
$249K - $266K
|
5.23K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.93K+ 26.61% |
$235K - $251K
|
23.5K
$1.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
4.79K+ 2.96% |
$228K - $243K
|
167K
$8.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.65KNew |
$221K - $236K
|
4.65K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.35KNew |
$207K - $221K
|
4.35K
$210K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.33KNew |
$206K - $220K
|
4.33K
$209K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 33.82% |
$189K - $201K
|
15.7K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 3.99% |
$141K - $150K
|
77.2K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.69K+ 1.57% |
$128K - $136K
|
174K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.34K+ 11.86% |
$112K - $119K
|
22.1K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.64K+ 116.03% |
$77.9K - $83.1K
|
3.05K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.55K+ 20.44% |
$73.8K - $78.7K
|
9.13K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 1.59% |
$55.6K - $59.3K
|
74.5K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
818+ 11.66% |
$38.9K - $41.5K
|
7.83K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
762+ 5.71% |
$36.3K - $38.7K
|
14.1K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
725New |
$34.5K - $36.8K
|
725
$35K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411New |
$19.6K - $20.9K
|
411
$19.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
282New |
$13.4K - $14.3K
|
282
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
208New |
$9.9K - $10.6K
|
208
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
115+ 10.41% |
$5.47K - $5.84K
|
1.22K
$59K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99+ 0.68% |
$4.71K - $5.03K
|
14.6K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 79.37% |
$2.38K - $2.54K
|
113
$5.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.82% |
$2.05K - $2.18K
|
1.57K
$75.8K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
14New |
$666 - $711
|
14
$677
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 3.45% |
$428 - $457
|
270
$13.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$333 - $356
|
7
$338
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 100.0% |
$95.2 - $102
|
4
$193
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$95.2 - $102
|
2
$96.7
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 2.28% |
$523 - $559
|
471
$22.8K
|