Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.67M+ 11231.47% |
$85.1M - $90.7M
|
1.68M
$83.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
621KNew |
$31.7M - $33.8M
|
621K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
279K+ 1691.23% |
$14.2M - $15.2M
|
296K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
262KNew |
$13.4M - $14.3M
|
262K
$13.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
229KNew |
$11.7M - $12.5M
|
229K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
140KNew |
$7.17M - $7.64M
|
140K
$7.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
135K+ 127.77% |
$6.89M - $7.34M
|
240K
$12M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.8K+ 1724.19% |
$4.13M - $4.4M
|
85.5K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73KNew |
$3.73M - $3.98M
|
73K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
71KNew |
$3.63M - $3.86M
|
71K
$3.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54.8K+ 1468.09% |
$2.8M - $2.98M
|
58.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.9KNew |
$2.29M - $2.44M
|
44.9K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.1K+ 142.73% |
$2.15M - $2.29M
|
71.5K
$3.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
38.3KNew |
$1.95M - $2.08M
|
38.3K
$1.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.4KNew |
$1.5M - $1.6M
|
29.4K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7K+ 36.05% |
$1.42M - $1.51M
|
105K
$5.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
24.1K+ 1.45% |
$1.23M - $1.31M
|
1.69M
$84.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
23K+ 3909.52% |
$1.17M - $1.25M
|
23.6K
$1.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.4K+ 3.74% |
$1.04M - $1.11M
|
567K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.7K+ 20.43% |
$957K - $1.02M
|
110K
$5.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
13.7KNew |
$699K - $745K
|
13.7K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 16.01% |
$691K - $736K
|
98.1K
$4.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
BUY
|
- |
11.3K+ 10.51% |
$577K - $615K
|
119K
$5.93M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 44.3% |
$518K - $552K
|
33.1K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.64K+ 248.1% |
$492K - $525K
|
13.5K
$675K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.15KNew |
$467K - $498K
|
9.15K
$457K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.95K+ 17.06% |
$457K - $487K
|
61.4K
$3.07M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.11KNew |
$414K - $441K
|
8.11K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$346K - $368K
|
6.77K
$338K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.46KNew |
$279K - $297K
|
5.46K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$277K - $296K
|
5.43K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.85K+ 37.77% |
$248K - $264K
|
17.7K
$883K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.76K+ 12.7% |
$141K - $150K
|
24.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.69K+ 34.03% |
$137K - $146K
|
10.6K
$529K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.63KNew |
$134K - $143K
|
2.63K
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.6K+ 1.59% |
$133K - $141K
|
166K
$8.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.39K+ 2.5% |
$71.1K - $75.8K
|
57.1K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 16.23% |
$70.7K - $75.3K
|
9.91K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
478+ 4.46% |
$24.4K - $26K
|
11.2K
$559K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
449New |
$22.9K - $24.4K
|
449
$22.4K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
431+ 2.25% |
$22K - $23.5K
|
19.6K
$977K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
242+ 5.08% |
$12.4K - $13.2K
|
5K
$250K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
96+ 1.8% |
$4.9K - $5.22K
|
5.44K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60New |
$3.06K - $3.27K
|
60
$3K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
59+ 1.07% |
$3.01K - $3.21K
|
5.58K
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45New |
$2.3K - $2.45K
|
45
$2.25K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
19+ 0.35% |
$970 - $1.03K
|
5.43K
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
16+ 0.28% |
$817 - $871
|
5.67K
$283K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
11+ 1.08% |
$562 - $599
|
1.03K
$51.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 3.77% |
$562 - $599
|
303
$15.1K
|