Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-566- 8.97% |
$26.6K - $28.4K
|
5.74K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-635- 9.0% |
$29.9K - $31.9K
|
6.42K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-982- 16.63% |
$46.2K - $49.3K
|
4.92K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.18K- 1.52% |
$55.3K - $59K
|
76K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.2K- 5.18% |
$56.5K - $60.3K
|
22K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.24K- 8.49% |
$58.5K - $62.4K
|
13.4K
$675K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.74K- 56.96% |
$81.6K - $87.1K
|
1.31K
$66.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.39K- 5.74% |
$112K - $120K
|
39.3K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.26K- 23.59% |
$153K - $164K
|
10.6K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.41K- 7.91% |
$160K - $171K
|
39.7K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.77K- 11.77% |
$177K - $189K
|
28.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.31K- 6.75% |
$250K - $267K
|
73.3K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.04K- 6.09% |
$331K - $353K
|
108K
$5.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.09K- 10.71% |
$333K - $356K
|
59.1K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-27.1K- 35.72% |
$1.27M - $1.36M
|
48.7K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-30.7K- 47.77% |
$1.44M - $1.54M
|
33.5K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.2K- 15.4% |
$1.7M - $1.82M
|
199K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-101K- 30.31% |
$4.76M - $5.08M
|
233K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-121K- 69.8% |
$5.72M - $6.1M
|
52.6K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-278K- 39.87% |
$13.1M - $14M
|
420K
$21.1M
|