Latest Institutional Transactions on Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information on the latest institutional transactions involving Ishares Core 10+ Year Usd Bond (ILTB) 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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6K+ 36.21% |
$286K - $305K
|
22.6K
$1.1M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.89K- 19.75% |
$375K - $401K
|
32.1K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
75.8KNew |
$3.61M - $3.85M
|
75.8K
$3.7M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.64K+ 116.03% |
$77.9K - $83.1K
|
3.05K
$149K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.4K- 28.64% |
$2.21M - $2.36M
|
116K
$5.64M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-155- 2.83% |
$7.38K - $7.87K
|
5.31K
$259K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.26K- 3.43% |
$155K - $165K
|
91.8K
$4.48M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.19K- 10.07% |
$342K - $365K
|
64.2K
$3.13M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
46.5K+ 5.25% |
$2.21M - $2.36M
|
932K
$45.5M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 36.61% |
$234K - $250K
|
8.52K
$416K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96K+ 33.82% |
$189K - $201K
|
15.7K
$766K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
725New |
$34.5K - $36.8K
|
725
$35.4K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.2K- 40.38% |
$534K - $570K
|
16.6K
$809K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
411New |
$19.6K - $20.9K
|
411
$20.1K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 79.37% |
$2.38K - $2.54K
|
113
$5.52K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 2.82% |
$2.05K - $2.18K
|
1.57K
$76.5K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-178- 91.75% |
$8.47K - $9.04K
|
16
$781
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.4K- 23.41% |
$1.06M - $1.14M
|
73.2K
$3.57M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.65KNew |
$221K - $236K
|
4.65K
$227K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
282New |
$13.4K - $14.3K
|
282
$13.8K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
208New |
$9.9K - $10.6K
|
208
$10.2K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
10.2KNew |
$484K - $516K
|
10.2K
$496K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.8K- 11.23% |
$181K - $193K
|
30K
$1.47M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-881- 21.66% |
$41.9K - $44.7K
|
3.19K
$156K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-859- 10.43% |
$40.9K - $43.6K
|
7.38K
$360K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2- 50.0% |
$95.2 - $102
|
2
$97.6
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 3.99% |
$141K - $150K
|
77.2K
$3.77M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 7.21% |
$51.2K - $54.6K
|
13.8K
$675K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-712- 6.86% |
$33.9K - $36.2K
|
9.67K
$472K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 3.45% |
$428 - $457
|
270
$13.2K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.3K- 67.83% |
$490K - $523K
|
4.88K
$238K
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.2K- 21.02% |
$1.25M - $1.33M
|
98.5K
$4.81M
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
38New |
$1.84K - $2.03K
|
38
$1.86K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.63K+ 79.86% |
$273K - $300K
|
12.7K
$619K
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 2.27% |
$48.5 - $53.3
|
45
$2.2K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
24New |
$1.16K - $1.28K
|
24
$1.17K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$7.28K - $8K
|
150
$7.32K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
493+ 17.61% |
$23.9K - $26.3K
|
3.29K
$161K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
144New |
$6.98K - $7.68K
|
144
$7.03K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 30.51% |
$4.37K - $4.8K
|
385
$18.8K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19New |
$922 - $1.01K
|
19
$928
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.14KNew |
$249K - $274K
|
5.14K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 2.33% |
$48.5 - $53.3
|
44
$2.15K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-160K- 89.99% |
$7.78M - $8.55M
|
17.8K
$871K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-149- 6.87% |
$7.23K - $7.94K
|
2.02K
$98.6K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
117New |
$5.67K - $6.24K
|
117
$5.71K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.14KNew |
$55.3K - $60.8K
|
1.14K
$55.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.78K- 95.41% |
$232K - $255K
|
230
$11.2K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.95K+ 87.88% |
$143K - $157K
|
6.31K
$308K
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.19K- 11.75% |
$57.5K - $63.2K
|
8.91K
$435K
|