Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
157KNew |
$7.36M - $8.56M
|
157K
$7.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 182.92% |
$5.94M - $6.92M
|
196K
$9.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
89.3K+ 5.74% |
$4.19M - $4.87M
|
1.64M
$81.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84.5KNew |
$3.97M - $4.62M
|
84.5K
$4.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 80.75% |
$2.19M - $2.55M
|
105K
$5.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
22.3KNew |
$1.05M - $1.22M
|
22.3K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 445.49% |
$895K - $1.04M
|
23.4K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12KNew |
$565K - $658K
|
12K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.9KNew |
$557K - $648K
|
11.9K
$588K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$484K - $563K
|
10.3K
$511K
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
9.29K+ 10.31% |
$436K - $507K
|
99.4K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.27K+ 11.38% |
$388K - $451K
|
80.9K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
7.29KNew |
$342K - $398K
|
7.29K
$361K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.91KNew |
$324K - $377K
|
6.91K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.46K+ 35.5% |
$303K - $352K
|
24.6K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.72KNew |
$268K - $312K
|
5.72K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
5.34KNew |
$250K - $292K
|
5.34K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 24.19% |
$214K - $249K
|
23.4K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
4.27K+ 25.99% |
$200K - $233K
|
20.7K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.64K+ 19.33% |
$171K - $198K
|
22.4K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.08K+ 5.39% |
$145K - $168K
|
60.3K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.86K+ 38.85% |
$87.2K - $101K
|
6.64K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56KNew |
$72.9K - $84.9K
|
1.56K
$77K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
797+ 307.72% |
$37.4K - $43.5K
|
1.06K
$52.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
635+ 13.03% |
$29.8K - $34.7K
|
5.51K
$273K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
314New |
$14.7K - $17.1K
|
314
$15.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
209New |
$9.8K - $11.4K
|
209
$10.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
204+ 4.57% |
$9.57K - $11.1K
|
4.67K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
163New |
$7.65K - $8.9K
|
163
$8.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
82New |
$3.85K - $4.48K
|
82
$4.06K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
72New |
$3.38K - $3.93K
|
72
$3.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
66New |
$3.1K - $3.6K
|
66
$3.27K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
26+ 50.0% |
$1.22K - $1.42K
|
78
$3.86K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2+ 1.39% |
$93.8 - $109
|
146
$7.23K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$46.9 - $54.6
|
1
$49.5
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-24- 7.27% |
$1.13K - $1.31K
|
306
$15.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 5.05% |
$2.25K - $2.62K
|
903
$44.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-136- 0.94% |
$6.38K - $7.42K
|
14.3K
$709K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157- 34.73% |
$7.36K - $8.57K
|
295
$14.6K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-171- 3.94% |
$8.02K - $9.33K
|
4.17K
$207K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-326- 7.25% |
$15.3K - $17.8K
|
4.17K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-489- 9.68% |
$22.9K - $26.7K
|
4.56K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 66.67% |
$23.5K - $27.3K
|
250
$12.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-608- 1.12% |
$28.5K - $33.2K
|
53.9K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-883- 13.5% |
$41.4K - $48.2K
|
5.66K
$280K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-925- 92.96% |
$43.4K - $50.5K
|
70
$3.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.15K- 35.07% |
$53.8K - $62.6K
|
2.12K
$105K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 5.69% |
$54K - $62.9K
|
19.1K
$946K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 3.18% |
$79.2K - $92.2K
|
51.4K
$2.55M
|