Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15M+ 5756.34% |
$57.5M - $60.5M
|
1.17M
$57M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
924K+ 2369.92% |
$46M - $48.4M
|
963K
$46.8M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
809K+ 522.96% |
$40.3M - $42.4M
|
963K
$46.8M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
499KNew |
$24.8M - $26.1M
|
499K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
499KNew |
$24.8M - $26.1M
|
499K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
271KNew |
$13.5M - $14.2M
|
271K
$13.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
231KNew |
$11.5M - $12.1M
|
231K
$11.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
111K+ 197.48% |
$5.54M - $5.83M
|
168K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
84.5K+ 11.83% |
$4.21M - $4.43M
|
799K
$38.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
71.6KNew |
$3.56M - $3.75M
|
71.6K
$3.48M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.5K+ 714.62% |
$2.52M - $2.65M
|
57.6K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
49.4K+ 43729.2% |
$2.46M - $2.59M
|
49.5K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.9K+ 94.54% |
$2.34M - $2.46M
|
96.6K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 78.07% |
$1.16M - $1.22M
|
53.1K
$2.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4KNew |
$1.07M - $1.12M
|
21.4K
$1.04M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
19.6K+ 42.7% |
$977K - $1.03M
|
65.6K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
18.5K+ 15.33% |
$923K - $970K
|
139K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 4.42% |
$708K - $745K
|
336K
$16.3M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.4K+ 62.42% |
$616K - $648K
|
32.2K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$537K - $564K
|
10.8K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.2K+ 0.54% |
$508K - $534K
|
1.9M
$92.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.99K+ 24.19% |
$448K - $471K
|
46.2K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
8.83KNew |
$440K - $463K
|
8.83K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.78K+ 27.62% |
$437K - $460K
|
40.6K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.32K+ 6.63% |
$414K - $436K
|
134K
$6.49M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
7.18KNew |
$357K - $376K
|
7.18K
$348K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.86K+ 23.81% |
$341K - $359K
|
35.7K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.6K+ 4.7% |
$328K - $345K
|
147K
$7.13M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.58K+ 27.41% |
$328K - $345K
|
30.6K
$1.48M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.9KNew |
$294K - $309K
|
5.9K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.02K+ 2.53% |
$200K - $210K
|
163K
$7.89M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.21K+ 25.14% |
$160K - $168K
|
16K
$776K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.17K+ 28.94% |
$158K - $166K
|
14.1K
$685K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.52K+ 17.31% |
$125K - $132K
|
17.1K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.13K+ 16.16% |
$106K - $112K
|
15.3K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 3.75% |
$98.3K - $103K
|
54.7K
$2.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.82K+ 3.16% |
$90.4K - $95.1K
|
59.3K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
967+ 13.96% |
$48.1K - $50.7K
|
7.89K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
308+ 3.19% |
$15.3K - $16.1K
|
9.98K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
220+ 19.2% |
$11K - $11.5K
|
1.37K
$66.3K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
214New |
$10.7K - $11.2K
|
214
$10.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
149+ 7.38% |
$7.42K - $7.8K
|
2.17K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
86New |
$4.28K - $4.5K
|
86
$4.17K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$2.49K - $2.62K
|
50
$2.43K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
34New |
$1.69K - $1.78K
|
34
$1.65K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 31.25% |
$249 - $262
|
21
$1.02K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.63% |
$149 - $157
|
479
$23.3K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 8.0% |
$99.6 - $105
|
23
$1.12K
|