Purchases and Sales Made in Q1 2023 in Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information about the institutional ownership of Ishares Core 10+ Year Usd Bond (ILTB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE 10+ YEAR USD BOND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
103K+ 23.17% |
$5.22M - $5.68M
|
547K
$27.3M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.2K+ 351.68% |
$4.17M - $4.54M
|
106K
$5.26M
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
31.8KNew |
$1.61M - $1.75M
|
31.8K
$1.58M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20K+ 23.6% |
$1.01M - $1.1M
|
104K
$5.21M
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
19.2K+ 85.83% |
$973K - $1.06M
|
41.5K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.5K+ 1.12% |
$937K - $1.02M
|
1.66M
$82.9M
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
16.6KNew |
$841K - $915K
|
16.6K
$826K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$837K - $911K
|
16.5K
$822K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3K+ 102.08% |
$624K - $679K
|
24.3K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 13.32% |
$547K - $596K
|
91.7K
$4.57M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 55.31% |
$532K - $579K
|
29.5K
$1.47M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.53KNew |
$433K - $471K
|
8.53K
$425K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.2KNew |
$416K - $453K
|
8.2K
$409K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.19K+ 123.4% |
$416K - $453K
|
14.8K
$739K
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
8.15K+ 8.2% |
$413K - $450K
|
108K
$5.36M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 29.72% |
$353K - $384K
|
30.3K
$1.51M
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.91K+ 18.46% |
$351K - $382K
|
44.4K
$2.21M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.42K+ 6.54% |
$326K - $354K
|
104K
$5.21M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.35K+ 408.3% |
$322K - $351K
|
7.9K
$394K
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.27K+ 4.0% |
$318K - $346K
|
163K
$8.13M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.99K+ 58.12% |
$304K - $331K
|
16.3K
$812K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.52KNew |
$280K - $305K
|
5.52K
$275K
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
5.41KNew |
$275K - $299K
|
5.41K
$270K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.31KNew |
$270K - $293K
|
5.31K
$265K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.89KNew |
$197K - $215K
|
3.89K
$194K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.38KNew |
$172K - $187K
|
3.38K
$168K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.86K+ 4.75% |
$145K - $158K
|
63.1K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.62K+ 12.69% |
$133K - $145K
|
23.3K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84K+ 3.42% |
$93.4K - $102K
|
55.7K
$2.78M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 2.03% |
$53.1K - $57.8K
|
52.5K
$2.61M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.02KNew |
$51.6K - $56.2K
|
1.02K
$50.7K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
968+ 8.15% |
$49.1K - $53.5K
|
12.8K
$640K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
563+ 13.41% |
$28.6K - $31.1K
|
4.76K
$237K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
506+ 11.09% |
$25.7K - $27.9K
|
5.07K
$253K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
292New |
$14.8K - $16.1K
|
292
$14.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
254New |
$12.9K - $14K
|
254
$12.7K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71New |
$3.6K - $3.92K
|
71
$3.54K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
46+ 0.24% |
$2.33K - $2.54K
|
19.1K
$954K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 14.33% |
$2.28K - $2.49K
|
359
$17.9K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22+ 0.47% |
$1.12K - $1.22K
|
4.69K
$234K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.05% |
$50.7 - $55.2
|
2.13K
$106K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.68% |
$50.7 - $55.2
|
147
$7.33K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1Closed |
$50.7 - $55.2
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 0.43% |
$1.57K - $1.71K
|
7.26K
$362K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-55- 3.04% |
$2.79K - $3.04K
|
1.75K
$87.4K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 10.08% |
$4.62K - $5.03K
|
812
$40.5K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125- 50.0% |
$6.34K - $6.9K
|
125
$6.23K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-338- 76.64% |
$17.2K - $18.7K
|
103
$5.13K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-432- 10.36% |
$21.9K - $23.9K
|
3.74K
$186K
|