Purchases and Sales Made in Q3 2023 in Ishares Core 10+ Year Usd Bond (ILTB)

ILTB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core 10+ Year Usd Bond (ILTB) during Q3 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
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
132K
+ 100.68%
$6.22M - $6.95M
263K $13.1M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
114K
New
$5.37M - $5.99M
114K $5.66M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
75.3K
+ 13.28%
$3.56M - $3.97M
643K $32M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
74.4K
+ 121.23%
$3.52M - $3.93M
136K $6.77M
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
53.7K
New
$2.54M - $2.83M
53.7K $2.68M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
52.8K
+ 47.82%
$2.5M - $2.79M
163K $8.14M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
31.3K
+ 29.94%
$1.48M - $1.65M
136K $6.78M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
30.7K
+ 1.82%
$1.45M - $1.62M
1.72M $85.6M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
16.3K
New
$768K - $858K
16.3K $811K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
13.8K
New
$654K - $730K
13.8K $690K
Oct 24, 2023 Q3 2023
Peak Financial Management, Inc.

BUY
 -
8.21K
+ 4.95%
$388K - $433K
174K $8.67M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
7.82K
New
$369K - $412K
7.82K $390K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
6.78K
+ 11.22%
$320K - $358K
67.2K $3.35M
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
6.48K
New
$306K - $342K
6.48K $323K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.45K
New
$257K - $287K
5.45K $272K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
5.31K
+ 58.08%
$251K - $280K
14.5K $721K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
5.31K
+ 82.77%
$251K - $280K
11.7K $584K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
5.27K
New
$249K - $278K
5.27K $263K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
4.68K
+ 26.43%
$221K - $247K
22.4K $1.12M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.61K
+ 120.69%
$218K - $243K
8.43K $420K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
4.47K
+ 18.94%
$211K - $236K
28K $1.4M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
3.64K
+ 8.31%
$172K - $192K
47.4K $2.36M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.25K
+ 2.25%
$106K - $119K
102K $5.1M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.98K
+ 8.09%
$93.7K - $105K
26.5K $1.32M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.74K
+ 12.7%
$82.1K - $91.7K
15.4K $769K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.66K
+ 5.64%
$78.4K - $87.6K
31.1K $1.55M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
1.28K
New
$60.6K - $67.7K
1.28K $64K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.17K
New
$55K - $61.5K
1.17K $58.1K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
602
+ 17.76%
$28.4K - $31.8K
3.99K $199K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
484
+ 5.97%
$22.9K - $25.5K
8.59K $428K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
441
+ 428.16%
$20.8K - $23.3K
544 $27.1K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
303
+ 3.06%
$14.3K - $16K
10.2K $509K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
290
+ 4.78%
$13.7K - $15.3K
6.36K $317K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
290
+ 5.11%
$13.7K - $15.3K
5.96K $297K
Nov 09, 2023 Q3 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
270
+ 0.12%
$12.8K - $14.2K
229K $11.4M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
154
New
$7.27K - $8.12K
154 $7.68K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
150
New
$7.08K - $7.91K
150 $7.48K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
111
New
$5.24K - $5.86K
111 $5.53K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
51
New
$2.41K - $2.69K
51 $2.54K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
32
+ 7.13%
$1.51K - $1.69K
481 $24K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
2
+ 1.85%
$94.5 - $106
110 $5.48K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.05%
$47.2 - $52.8
2.02K $101K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
SELL
 -
-35
- 0.63%
$1.65K - $1.85K
5.54K $276K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-45
- 14.71%
$2.13K - $2.37K
261 $13K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-64
- 0.6%
$3.02K - $3.38K
10.5K $525K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-70
Closed
$3.31K - $3.69K
0 $0

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