Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
215K+ 38.08% |
$10.4M - $11M
|
781K
$38.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
202K+ 17.21% |
$9.73M - $10.3M
|
1.38M
$68.6M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
152KNew |
$7.3M - $7.73M
|
152K
$7.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
134K+ 16.77% |
$6.45M - $6.83M
|
933K
$46.5M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
68.8K+ 13.79% |
$3.31M - $3.5M
|
567K
$28.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
68.8K+ 13.79% |
$3.31M - $3.5M
|
567K
$28.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
61.1KNew |
$2.94M - $3.11M
|
61.1K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.2K+ 243.25% |
$1.16M - $1.23M
|
34.1K
$1.7M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21.2K+ 66.03% |
$1.02M - $1.08M
|
53.4K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 18.6% |
$864K - $914K
|
115K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.9K+ 119.84% |
$813K - $860K
|
31K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.8KNew |
$759K - $804K
|
15.8K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.6KNew |
$751K - $795K
|
15.6K
$779K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2KNew |
$683K - $723K
|
14.2K
$708K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10.1K+ 20.37% |
$485K - $514K
|
59.6K
$2.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9.53KNew |
$458K - $485K
|
9.53K
$475K
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
9.52K+ 6.83% |
$458K - $485K
|
149K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
9.47K+ 28.12% |
$455K - $482K
|
43.1K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.72KNew |
$371K - $393K
|
7.72K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.18K+ 33.52% |
$345K - $365K
|
28.6K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.15KNew |
$248K - $262K
|
5.15K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.9K+ 8.25% |
$235K - $249K
|
64.2K
$3.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.54K+ 5.18% |
$218K - $231K
|
92.2K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.63K+ 1.57% |
$174K - $185K
|
234K
$11.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.17K+ 2.5% |
$152K - $161K
|
130K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.17K+ 2.5% |
$152K - $161K
|
130K
$6.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.81K+ 4.88% |
$135K - $143K
|
60.4K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.81K+ 18.35% |
$135K - $143K
|
18.1K
$903K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 513.0% |
$123K - $131K
|
3.07K
$153K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.33K+ 4.26% |
$112K - $119K
|
57K
$2.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.16K+ 4.68% |
$104K - $110K
|
48.3K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.12KNew |
$102K - $108K
|
2.12K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 18.68% |
$70.9K - $75K
|
9.37K
$467K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.23K+ 1.87% |
$59K - $62.4K
|
66.8K
$3.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.08K+ 10.99% |
$52.1K - $55.1K
|
10.9K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.06KNew |
$50.9K - $53.9K
|
1.06K
$52.8K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.05K+ 22.45% |
$50.3K - $53.3K
|
5.71K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
860+ 1.62% |
$41.4K - $43.8K
|
53.9K
$2.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
860+ 0.53% |
$41.4K - $43.8K
|
163K
$8.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
704+ 9.81% |
$33.9K - $35.8K
|
7.88K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
701+ 4.38% |
$33.7K - $35.7K
|
16.7K
$832K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
579+ 9.42% |
$27.9K - $29.5K
|
6.73K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
309+ 5.54% |
$14.9K - $15.7K
|
5.88K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
200+ 4.51% |
$9.62K - $10.2K
|
4.64K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125New |
$6.01K - $6.36K
|
125
$6.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
103+ 1.19% |
$4.96K - $5.24K
|
8.75K
$436K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
98+ 1.23% |
$4.71K - $4.99K
|
8.09K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 20.56% |
$2.12K - $2.24K
|
258
$12.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 86.0% |
$2.07K - $2.19K
|
93
$4.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$577 - $611
|
12
$598
|