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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-117KClosed |
$5.52M - $6.16M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.96K- 29.25% |
$187K - $209K
|
9.57K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-11.3K- 15.85% |
$531K - $594K
|
59.7K
$2.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$60.6K - $67.7K
|
1.28K
$62.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.48KNew |
$306K - $342K
|
6.48K
$316K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-198- 3.63% |
$9.35K - $10.4K
|
5.26K
$257K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-4.17KClosed |
$213K - $227K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$346K - $368K
|
6.77K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
19+ 0.35% |
$970 - $1.03K
|
5.43K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$277K - $296K
|
5.43K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-17.3K- 54.33% |
$881K - $939K
|
14.5K
$708K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$2.3K - $2.45K
|
45
$2.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
11+ 1.08% |
$562 - $599
|
1.03K
$50.2K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
242+ 5.08% |
$12.4K - $13.2K
|
5K
$244K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.31KNew |
$270K - $293K
|
5.31K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
254New |
$12.9K - $14K
|
254
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 14.33% |
$2.28K - $2.49K
|
359
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 50.0% |
$6.34K - $6.9K
|
125
$6.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
19.2K+ 85.83% |
$973K - $1.06M
|
41.5K
$2.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71New |
$3.6K - $3.92K
|
71
$3.47K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
26+ 50.0% |
$1.22K - $1.42K
|
78
$3.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
163New |
$7.65K - $8.9K
|
163
$7.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
82New |
$3.85K - $4.48K
|
82
$4K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.02K- 22.75% |
$94.5K - $110K
|
6.84K
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.91KNew |
$324K - $377K
|
6.91K
$337K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
209New |
$9.8K - $11.4K
|
209
$10.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
72New |
$3.38K - $3.93K
|
72
$3.52K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$198 - $233
|
4
$195
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.15KNew |
$453K - $533K
|
9.15K
$447K
|
|
| Q2 2022 | |||||||
|
Feb 10, 2025
Q2 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.43KClosed |
$184K - $220K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15New |
$805 - $962
|
15
$732
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-28.3KClosed |
$1.52M - $1.81M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.48KClosed |
$133K - $159K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.3K+ 7.26% |
$392K - $468K
|
108K
$5.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-127Closed |
$6.81K - $8.14K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.57KClosed |
$352K - $421K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.27KClosed |
$175K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.7KNew |
$91.3K - $109K
|
1.7K
$83K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3Closed |
$161 - $192
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-3.41KClosed |
$183K - $218K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$602K - $719K
|
11.2K
$548K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 23.81% |
$268 - $321
|
26
$1.27K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.31KNew |
$285K - $341K
|
5.31K
$259K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 1.06% |
$215 - $256
|
373
$18.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-4.3KClosed |
$230K - $275K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11KClosed |
$113K - $135K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.81KClosed |
$151K - $180K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.89KClosed |
$181K - $205K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.9K - $15.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.02KClosed |
$251K - $285K
|
0
$0
|
|