Latest Institutional Transactions on Ishares 10+ Year Investment Gr (IGLB)
This table provides information on the latest institutional transactions involving Ishares 10+ Year Investment Gr (IGLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$49.4 - $53.7
|
1
$50.2
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-44.5KClosed |
$2.19M - $2.39M
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 58.14% |
$2.47K - $2.69K
|
36
$1.81K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18.4KNew |
$908K - $988K
|
18.4K
$923K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$423K - $461K
|
8.58K
$430K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
508New |
$25.1K - $27.3K
|
508
$25.5K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-14.6K- 76.49% |
$721K - $785K
|
4.49K
$225K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
249New |
$12.3K - $13.4K
|
249
$12.5K
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.38K+ 11.1% |
$117K - $128K
|
23.8K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4K+ 15.76% |
$197K - $215K
|
29.4K
$1.47M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.31KNew |
$410K - $447K
|
8.31K
$417K
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
207K+ 95.81% |
$10.2M - $11.1M
|
424K
$21.3M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21New |
$1.04K - $1.13K
|
21
$1.05K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
47.3KNew |
$2.33M - $2.54M
|
47.3K
$2.37M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.28KNew |
$63.4K - $69K
|
1.28K
$64.4K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$197 - $215
|
4
$201
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.81K- 43.69% |
$188K - $205K
|
4.92K
$247K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$6.87M - $7.48M
|
139K
$6.98M
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
12.9K+ 87.74% |
$635K - $691K
|
27.5K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
170New |
$8.39K - $9.13K
|
170
$8.53K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 1.01% |
$7.55K - $8.22K
|
15K
$752K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
65+ 1.22% |
$3.21K - $3.49K
|
5.39K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.83KNew |
$189K - $206K
|
3.83K
$192K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
760New |
$37.5K - $40.8K
|
760
$38.1K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.27KNew |
$211K - $229K
|
4.27K
$214K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 12.58% |
$58.1K - $63.2K
|
10.5K
$528K
|
|
Q3 2024 | |||||||
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$49.4 - $54.2
|
0
$0
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.27KNew |
$359K - $394K
|
7.27K
$365K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
980New |
$48.4K - $53.1K
|
980
$49.2K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-895- 50.74% |
$44.2K - $48.5K
|
869
$43.6K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7KNew |
$973K - $1.07M
|
19.7K
$988K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80New |
$3.95K - $4.34K
|
80
$4.01K
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
72K+ 279.74% |
$3.56M - $3.9M
|
97.8K
$4.91M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.36M - $1.49M
|
27.5K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 15.29% |
$578K - $634K
|
88.2K
$4.42M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.8KNew |
$286K - $314K
|
5.8K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
120+ 68.57% |
$5.93K - $6.5K
|
295
$14.8K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06KNew |
$52.4K - $57.5K
|
1.06K
$53.3K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.2K+ 400.0% |
$1.24M - $1.37M
|
31.5K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
189KNew |
$9.35M - $10.3M
|
189K
$9.5M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-131- 48.52% |
$6.47K - $7.1K
|
139
$6.97K
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
152K+ 301.48% |
$7.5M - $8.23M
|
202K
$10.1M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2New |
$98.8 - $108
|
2
$100
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$49.4 - $54.2
|
1
$50.2
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 8.37% |
$77.8K - $85.3K
|
17.2K
$865K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 33.33% |
$49.4 - $54.2
|
2
$100
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25KNew |
$1.23M - $1.35M
|
25K
$1.25M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.8KNew |
$286K - $314K
|
5.8K
$291K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.08KNew |
$201K - $221K
|
4.08K
$205K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-363- 10.83% |
$17.9K - $19.7K
|
2.99K
$150K
|