Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
778K+ 5101.39% |
$38M - $42.1M
|
793K
$39.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
214KNew |
$10.5M - $11.6M
|
214K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
78.8K+ 33.6% |
$3.85M - $4.27M
|
313K
$15.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
40KNew |
$1.95M - $2.16M
|
40K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.1K+ 74.25% |
$1.33M - $1.47M
|
63.6K
$3.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15KNew |
$731K - $810K
|
15K
$746K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.1KNew |
$687K - $761K
|
14.1K
$701K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.24KNew |
$403K - $446K
|
8.24K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
7.29K+ 4.8% |
$356K - $395K
|
159K
$7.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.72K+ 3.5% |
$280K - $310K
|
169K
$8.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.21K+ 64.44% |
$255K - $282K
|
13.3K
$663K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.04KNew |
$197K - $219K
|
4.04K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.13K+ 5.85% |
$153K - $169K
|
56.6K
$2.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.06K+ 5.13% |
$150K - $166K
|
62.7K
$3.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 31.78% |
$136K - $151K
|
11.5K
$575K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.66K+ 34.5% |
$130K - $144K
|
10.4K
$517K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
2.65K+ 1.78% |
$129K - $143K
|
152K
$7.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
614+ 0.92% |
$30K - $33.2K
|
67.4K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 9.53% |
$14.3K - $15.8K
|
3.36K
$167K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
267+ 287.1% |
$13.1K - $14.5K
|
360
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
182+ 1.59% |
$8.9K - $9.85K
|
11.7K
$581K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
164New |
$8.02K - $8.88K
|
164
$8.18K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
94New |
$4.6K - $5.09K
|
94
$4.69K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$97.8 - $108
|
2
$99.7
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.05% |
$48.9 - $54.1
|
2.17K
$108K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$48.9 - $54.1
|
264
$13.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.07% |
$244 - $271
|
6.72K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 6.42% |
$1.61K - $1.79K
|
481
$24K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-278- 3.27% |
$13.6K - $15.1K
|
8.22K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-374- 6.95% |
$18.3K - $20.2K
|
5.01K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-627- 10.66% |
$30.7K - $33.9K
|
5.26K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-708- 12.41% |
$34.6K - $38.3K
|
5K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-840- 7.68% |
$41.1K - $45.5K
|
10.1K
$503K
|