Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-75- 9.32% |
$3.54K - $3.96K
|
730
$36.4K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-82- 0.53% |
$3.87K - $4.33K
|
15.5K
$771K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-123- 0.63% |
$5.81K - $6.49K
|
19.4K
$969K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-198- 3.63% |
$9.35K - $10.4K
|
5.26K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-939- 35.76% |
$44.3K - $49.5K
|
1.69K
$84.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.56K- 2.73% |
$73.5K - $82.1K
|
55.5K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.61K- 33.23% |
$76K - $84.9K
|
3.24K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.66K- 2.84% |
$78.5K - $87.7K
|
56.9K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.76K- 1.95% |
$83.3K - $93.1K
|
88.7K
$4.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.96K- 29.25% |
$187K - $209K
|
9.57K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.2KClosed |
$387K - $433K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.55K- 37.02% |
$404K - $451K
|
14.5K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-11.3K- 15.85% |
$531K - $594K
|
59.7K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 16.05% |
$554K - $618K
|
61.3K
$3.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.1K- 18.41% |
$853K - $953K
|
80K
$3.99M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.6K- 62.24% |
$972K - $1.09M
|
12.5K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-25.9K- 67.81% |
$1.23M - $1.37M
|
12.3K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.9K- 48.74% |
$1.65M - $1.84M
|
36.7K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.6K- 79.25% |
$1.68M - $1.88M
|
9.31K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76.6K- 89.56% |
$3.62M - $4.04M
|
8.93K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-109K- 6.49% |
$5.15M - $5.76M
|
1.57M
$78.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-115K- 81.79% |
$5.42M - $6.05M
|
25.6K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-117KClosed |
$5.52M - $6.16M
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-120K- 49.99% |
$5.68M - $6.34M
|
120K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-172K- 58.16% |
$8.12M - $9.07M
|
124K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-366K- 58.87% |
$17.3M - $19.3M
|
256K
$12.7M
|