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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
193New |
$9.36K - $10.3K
|
193
$9.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13KNew |
$55K - $60.4K
|
1.13K
$55.3K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.1K- 37.11% |
$201K - $222K
|
6.95K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-170- 25.37% |
$8.31K - $9.2K
|
500
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4- 0.07% |
$196 - $217
|
5.36K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$831K - $920K
|
17K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.12KNew |
$201K - $223K
|
4.12K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-43.3K- 67.47% |
$2.12M - $2.35M
|
20.9K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
15New |
$733 - $812
|
15
$732
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
94New |
$4.6K - $5.09K
|
94
$4.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.1K+ 74.25% |
$1.33M - $1.47M
|
63.6K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-708- 12.41% |
$34.6K - $38.3K
|
5K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$48.9 - $54.1
|
264
$12.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.1KNew |
$687K - $761K
|
14.1K
$687K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.77M- 93.34% |
$85.3M - $90.3M
|
127K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68.8K+ 13.79% |
$3.31M - $3.5M
|
567K
$27.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
61.1KNew |
$2.94M - $3.11M
|
61.1K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$577 - $611
|
12
$586
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
68.8K+ 13.79% |
$3.31M - $3.5M
|
567K
$27.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125New |
$6.01K - $6.36K
|
125
$6.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.16K+ 4.68% |
$104K - $110K
|
48.3K
$2.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.53KNew |
$458K - $485K
|
9.53K
$465K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.84K- 44.34% |
$341K - $358K
|
8.59K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
86New |
$4.28K - $4.5K
|
86
$4.2K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.6K+ 4.7% |
$328K - $345K
|
147K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.78K+ 27.62% |
$437K - $460K
|
40.6K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
308+ 3.19% |
$15.3K - $16.1K
|
9.98K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-268K- 96.15% |
$13.4M - $14.1M
|
10.7K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-922- 17.64% |
$45.9K - $48.3K
|
4.31K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
34New |
$1.69K - $1.78K
|
34
$1.66K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 8.0% |
$99.6 - $105
|
23
$1.12K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
111K+ 197.48% |
$5.54M - $5.83M
|
168K
$8.18M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.33% |
$89 - $106
|
152
$7.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250New |
$11.1K - $13.3K
|
250
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
107KNew |
$4.74M - $5.66M
|
107K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
8.52K+ 142.82% |
$379K - $453K
|
14.5K
$707K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15.5K- 60.5% |
$688K - $822K
|
10.1K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.51KNew |
$156K - $187K
|
3.51K
$171K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.15K- 68.35% |
$51.3K - $61.3K
|
534
$26.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
123New |
$5.48K - $6.54K
|
123
$6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52New |
$2.32K - $2.77K
|
52
$2.54K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.15KNew |
$407K - $487K
|
9.15K
$447K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 2182.35% |
$49.6K - $59.2K
|
1.16K
$56.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.46K- 68.29% |
$421K - $503K
|
4.39K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.94K+ 38.53% |
$265K - $316K
|
21.4K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.63K- 4.63% |
$117K - $140K
|
54.3K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-96- 1.77% |
$4.27K - $5.11K
|
5.34K
$261K
|
|
| Q3 2023 | |||||||
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-10.8KClosed |
$510K - $570K
|
0
$0
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-70Closed |
$3.31K - $3.69K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
154New |
$7.27K - $8.12K
|
154
$7.52K
|
|