Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64KNew |
$4.58M - $4.77M
|
64K
$3.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
51.1KNew |
$3.66M - $3.81M
|
51.1K
$2.48M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
45.8K+ 14.18% |
$3.28M - $3.41M
|
369K
$17.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.6KNew |
$2.98M - $3.1M
|
41.6K
$2.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
15.5K+ 5.54% |
$1.11M - $1.15M
|
295K
$14.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11.2K+ 10.19% |
$800K - $832K
|
121K
$5.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.86KNew |
$634K - $660K
|
8.86K
$430K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.99KNew |
$500K - $521K
|
6.99K
$339K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.89K+ 14.2% |
$493K - $513K
|
55.4K
$2.69M
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.6KNew |
$473K - $492K
|
6.6K
$321K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.95K+ 10.65% |
$426K - $444K
|
61.9K
$3M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21KNew |
$373K - $388K
|
5.21K
$253K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.05KNew |
$362K - $376K
|
5.05K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.55K+ 9.24% |
$325K - $339K
|
53.7K
$2.61M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
3.41KNew |
$244K - $254K
|
3.41K
$165K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
3.16KNew |
$226K - $235K
|
3.16K
$153K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.86KNew |
$205K - $213K
|
2.86K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.45K+ 14.27% |
$175K - $182K
|
19.6K
$951K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.36K+ 23.53% |
$169K - $175K
|
12.4K
$600K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.91KNew |
$137K - $142K
|
1.91K
$92.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 3.78% |
$103K - $107K
|
39.4K
$1.91M
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.42K+ 4.14% |
$102K - $106K
|
35.8K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.15K+ 10.21% |
$82.3K - $85.7K
|
12.4K
$602K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
861+ 12.14% |
$61.6K - $64.1K
|
7.95K
$386K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
689+ 15.58% |
$49.3K - $51.3K
|
5.11K
$248K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
650+ 8.47% |
$46.5K - $48.4K
|
8.33K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
346+ 8.92% |
$24.8K - $25.8K
|
4.23K
$205K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
345+ 19.36% |
$24.7K - $25.7K
|
2.13K
$103K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
322+ 6.66% |
$23K - $24K
|
5.16K
$250K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
266New |
$19K - $19.8K
|
266
$12.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
174New |
$12.5K - $13K
|
174
$8.45K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
149+ 0.26% |
$10.7K - $11.1K
|
56.8K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
127New |
$9.09K - $9.46K
|
127
$6.16K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
91+ 1.54% |
$6.51K - $6.78K
|
5.99K
$291K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80+ 2.57% |
$5.73K - $5.96K
|
3.19K
$155K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
67+ 0.75% |
$4.8K - $4.99K
|
9.03K
$438K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
57+ 1.06% |
$4.08K - $4.25K
|
5.46K
$265K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
56New |
$4.01K - $4.17K
|
56
$2.72K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
56+ 0.26% |
$4.01K - $4.17K
|
21.8K
$1.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 0.44% |
$1.79K - $1.86K
|
5.72K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11+ 0.73% |
$787 - $819
|
1.52K
$73.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$71.6 - $74.5
|
327
$15.9K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.66% |
$2.08K - $2.16K
|
4.34K
$211K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79- 2.37% |
$5.65K - $5.88K
|
3.26K
$158K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-181- 2.69% |
$13K - $13.5K
|
6.54K
$318K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-236Closed |
$16.9K - $17.6K
|
0
$0
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-335- 2.95% |
$24K - $25K
|
11K
$536K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-483- 4.5% |
$34.6K - $36K
|
10.2K
$497K
|