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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103+ 1.19% |
$4.96K - $5.24K
|
8.75K
$460K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.9K+ 8.25% |
$235K - $249K
|
64.2K
$3.37M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-59- 1.08% |
$2.84K - $3K
|
5.38K
$283K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$48.1 - $50.9
|
263
$13.8K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 513.0% |
$123K - $131K
|
3.07K
$161K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-5- 23.81% |
$241 - $255
|
16
$840
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125New |
$6.01K - $6.36K
|
125
$6.57K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.18K+ 33.52% |
$345K - $365K
|
28.6K
$1.5M
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.16K+ 4.68% |
$104K - $110K
|
48.3K
$2.54M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54K+ 5.18% |
$218K - $231K
|
92.2K
$4.84M
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
860+ 0.53% |
$41.4K - $43.8K
|
163K
$8.58M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-97.3K- 72.71% |
$4.68M - $4.95M
|
36.5K
$1.92M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 20.56% |
$2.12K - $2.24K
|
258
$13.6K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.53KNew |
$458K - $485K
|
9.53K
$501K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.23K+ 1.87% |
$59K - $62.4K
|
66.8K
$3.51M
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
9.52K+ 6.83% |
$458K - $485K
|
149K
$7.82M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
579+ 9.42% |
$27.9K - $29.5K
|
6.73K
$353K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-330- 3.74% |
$15.9K - $16.8K
|
8.5K
$447K
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
152KNew |
$7.3M - $7.73M
|
152K
$7.98M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-17- 3.2% |
$818 - $865
|
514
$27K
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.05K+ 22.45% |
$50.3K - $53.3K
|
5.71K
$300K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 0.06% |
$433 - $458
|
14.9K
$780K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.52K+ 17.31% |
$125K - $132K
|
17.1K
$897K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 16.49% |
$1.25M - $1.31M
|
127K
$6.67M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
149+ 7.38% |
$7.42K - $7.8K
|
2.17K
$114K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.84K- 44.34% |
$341K - $358K
|
8.59K
$451K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
86New |
$4.28K - $4.5K
|
86
$4.52K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
308+ 3.19% |
$15.3K - $16.1K
|
9.98K
$524K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.78K+ 27.62% |
$437K - $460K
|
40.6K
$2.13M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.6K+ 4.7% |
$328K - $345K
|
147K
$7.71M
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-268K- 96.15% |
$13.4M - $14.1M
|
10.7K
$564K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-922- 17.64% |
$45.9K - $48.3K
|
4.31K
$226K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$537K - $564K
|
10.8K
$566K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
34New |
$1.69K - $1.78K
|
34
$1.79K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 8.0% |
$99.6 - $105
|
23
$1.21K
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-15- 0.37% |
$747 - $786
|
4.06K
$213K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.9KNew |
$294K - $309K
|
5.9K
$310K
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
111K+ 197.48% |
$5.54M - $5.83M
|
168K
$8.81M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$66.7K - $79.7K
|
1.5K
$78.7K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.33% |
$89 - $106
|
152
$7.98K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
8.52K+ 142.82% |
$379K - $453K
|
14.5K
$760K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
107KNew |
$4.74M - $5.66M
|
107K
$5.59M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250New |
$11.1K - $13.3K
|
250
$13.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.51KNew |
$156K - $187K
|
3.51K
$184K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15.5K- 60.5% |
$688K - $822K
|
10.1K
$530K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.15K- 68.35% |
$51.3K - $61.3K
|
534
$28.1K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
123New |
$5.48K - $6.54K
|
123
$6.46K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52New |
$2.32K - $2.77K
|
52
$2.73K
|