Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.5K+ 85.74% |
$3.49M - $3.67M
|
107K
$5.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.4K+ 572.35% |
$2.91M - $3.06M
|
48.6K
$2.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
24.1KNew |
$1.7M - $1.78M
|
24.1K
$1.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
22.6K+ 6.13% |
$1.59M - $1.68M
|
392K
$19.6M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.3KNew |
$937K - $986K
|
13.3K
$665K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.71K+ 13.9% |
$542K - $570K
|
63.1K
$3.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.11K+ 5.06% |
$430K - $452K
|
127K
$6.34M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.81KNew |
$409K - $430K
|
5.81K
$290K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.46K+ 85.65% |
$314K - $330K
|
9.67K
$483K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.02KNew |
$283K - $298K
|
4.02K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.84K+ 9.76% |
$270K - $284K
|
43.2K
$2.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.9KNew |
$204K - $215K
|
2.9K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.77K+ 14.11% |
$195K - $205K
|
22.4K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.83K+ 3.58% |
$129K - $135K
|
52.9K
$2.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
1.57K+ 1.87% |
$110K - $116K
|
85.7K
$4.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
1.49K+ 28.84% |
$105K - $110K
|
6.64K
$332K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.36KNew |
$95.6K - $101K
|
1.36K
$67.8K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.24K+ 5.68% |
$87K - $91.5K
|
23K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
967+ 13.83% |
$68.1K - $71.6K
|
7.96K
$397K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
810+ 14.85% |
$57K - $60K
|
6.27K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
800+ 23.2% |
$56.3K - $59.2K
|
4.25K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
334+ 2.69% |
$23.5K - $24.7K
|
12.7K
$636K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
313+ 14.72% |
$22K - $23.2K
|
2.44K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
289+ 3.63% |
$20.3K - $21.4K
|
8.24K
$411K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
185+ 3.62% |
$13K - $13.7K
|
5.3K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
116+ 2.75% |
$8.16K - $8.59K
|
4.34K
$217K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
83+ 2.9% |
$5.84K - $6.14K
|
2.95K
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
82+ 1.89% |
$5.77K - $6.07K
|
4.42K
$221K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
63+ 1.25% |
$4.43K - $4.66K
|
5.12K
$255K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
53+ 17.67% |
$3.73K - $3.92K
|
353
$17.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
44New |
$3.1K - $3.26K
|
44
$2.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.85% |
$1.9K - $2K
|
3.22K
$161K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$282 - $296
|
4
$200
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3+ 1.13% |
$211 - $222
|
269
$13.4K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.02% |
$70.4 - $74
|
5.99K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$70.4 - $74
|
328
$16.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 1.38% |
$563 - $592
|
571
$28.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 73.68% |
$6.9K - $7.25K
|
35
$1.75K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-174Closed |
$12.2K - $12.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-231- 2.56% |
$16.3K - $17.1K
|
8.8K
$439K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-281- 2.02% |
$19.8K - $20.8K
|
13.6K
$680K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-467- 0.73% |
$32.9K - $34.6K
|
63.5K
$3.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-472- 14.47% |
$33.2K - $34.9K
|
2.79K
$139K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-610- 5.53% |
$42.9K - $45.2K
|
10.4K
$521K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-641- 6.26% |
$45.1K - $47.5K
|
9.6K
$479K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-918- 11.02% |
$64.6K - $68K
|
7.41K
$370K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-949- 7.67% |
$66.8K - $70.3K
|
11.4K
$570K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.52KClosed |
$107K - $112K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.54K- 3.7% |
$108K - $114K
|
40.1K
$2M
|