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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$48.9 - $54.1
|
264
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4- 0.07% |
$196 - $217
|
5.36K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.07% |
$244 - $271
|
6.72K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17- 0.09% |
$831 - $920
|
18.1K
$904K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 6.42% |
$1.61K - $1.79K
|
481
$24K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-170- 25.37% |
$8.31K - $9.2K
|
500
$25K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-256- 3.94% |
$12.5K - $13.9K
|
6.24K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-278- 3.27% |
$13.6K - $15.1K
|
8.22K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-369- 4.68% |
$18K - $20K
|
7.51K
$375K
|
|
|
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
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-840- 7.68% |
$41.1K - $45.5K
|
10.1K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-914- 0.99% |
$44.7K - $49.5K
|
91.3K
$4.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 12.94% |
$98.8K - $109K
|
13.6K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.55K- 21.12% |
$320K - $355K
|
24.5K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.27K- 8.1% |
$355K - $393K
|
82.4K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.1K- 18.42% |
$495K - $548K
|
44.8K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11.7K- 31.36% |
$573K - $635K
|
25.7K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.9K- 41.71% |
$583K - $646K
|
16.7K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15K- 4.54% |
$735K - $813K
|
316K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.9K- 2.03% |
$1.36M - $1.51M
|
1.35M
$67.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.1K- 62.1% |
$1.42M - $1.57M
|
17.8K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-43.3K- 67.47% |
$2.12M - $2.35M
|
20.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-122K- 15.63% |
$5.97M - $6.61M
|
659K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-165K- 17.71% |
$8.08M - $8.95M
|
768K
$38.4M
|