Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
376K+ 27.84% |
$18.2M - $20M
|
1.72M
$84.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
123KNew |
$5.98M - $6.57M
|
123K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
117K+ 15.26% |
$5.68M - $6.25M
|
885K
$43.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.3KNew |
$3.36M - $3.69M
|
69.3K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.3KNew |
$2.78M - $3.06M
|
57.3K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.6K+ 28.15% |
$1.72M - $1.9M
|
162K
$7.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
27.6K+ 40.99% |
$1.34M - $1.47M
|
95.1K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.2K+ 289.28% |
$1.27M - $1.4M
|
35.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 53.38% |
$1.24M - $1.36M
|
73.3K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
18.9K+ 126.07% |
$915K - $1.01M
|
33.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.5KNew |
$899K - $988K
|
18.5K
$909K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.8K+ 26.19% |
$718K - $790K
|
71.4K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 15.98% |
$639K - $702K
|
95.6K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11.5K+ 18.41% |
$559K - $615K
|
74.2K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 13.42% |
$545K - $599K
|
95K
$4.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.9K+ 170.79% |
$527K - $580K
|
17.2K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.8K+ 3.43% |
$522K - $573K
|
324K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.3K+ 6.82% |
$502K - $551K
|
162K
$7.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.46K+ 125.9% |
$410K - $451K
|
15.2K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.14KNew |
$249K - $274K
|
5.14K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.26K+ 154.96% |
$207K - $227K
|
7.01K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.95K+ 87.88% |
$143K - $157K
|
6.31K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.25K+ 1.33% |
$109K - $120K
|
171K
$8.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.01K+ 17.77% |
$97.6K - $107K
|
13.3K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.96K+ 20.11% |
$94.9K - $104K
|
11.7K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 3.3% |
$92.4K - $102K
|
59.7K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.65K+ 9.12% |
$80K - $88K
|
19.7K
$968K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 323.61% |
$56.5K - $62.1K
|
1.53K
$74.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.14KNew |
$55.3K - $60.8K
|
1.14K
$55.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13KNew |
$55K - $60.4K
|
1.13K
$55.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
966+ 9.31% |
$46.9K - $51.5K
|
11.3K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
493+ 17.61% |
$23.9K - $26.3K
|
3.29K
$161K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
197+ 1.37% |
$9.55K - $10.5K
|
14.5K
$713K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
193New |
$9.36K - $10.3K
|
193
$9.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
178+ 1112.5% |
$8.63K - $9.49K
|
194
$9.51K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$7.28K - $8K
|
150
$7.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
144New |
$6.98K - $7.68K
|
144
$7.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
140+ 1.05% |
$6.79K - $7.46K
|
13.4K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
117New |
$5.67K - $6.24K
|
117
$5.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 30.51% |
$4.37K - $4.8K
|
385
$18.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
70+ 0.93% |
$3.4K - $3.73K
|
7.58K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
63New |
$3.06K - $3.36K
|
63
$3.09K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59+ 0.51% |
$2.86K - $3.15K
|
11.7K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19New |
$922 - $1.01K
|
19
$931
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.17% |
$679 - $746
|
8.24K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$97 - $107
|
2
$98
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$48.5 - $53.3
|
482
$23.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 2.33% |
$48.5 - $53.3
|
44
$2.16K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2Closed |
$97 - $107
|
0
$0
|