Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
792K+ 5121.98% |
$35.3M - $42.1M
|
807K
$39.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 10.01% |
$7.66M - $9.15M
|
1.89M
$93.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
140KNew |
$6.24M - $7.46M
|
140K
$6.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
107KNew |
$4.74M - $5.66M
|
107K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
72.1K+ 11.22% |
$3.21M - $3.83M
|
715K
$35.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.4K+ 22.62% |
$2.64M - $3.16M
|
322K
$15.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
56.4KNew |
$2.51M - $3M
|
56.4K
$2.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
49.7K+ 21.66% |
$2.21M - $2.64M
|
279K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 322.12% |
$1.79M - $2.14M
|
52.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.6K+ 821.08% |
$1.18M - $1.41M
|
29.8K
$1.47M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.9K+ 16.83% |
$975K - $1.16M
|
152K
$7.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.2KNew |
$676K - $808K
|
15.2K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 50.62% |
$632K - $755K
|
42.2K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 35.42% |
$578K - $690K
|
49.6K
$2.45M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.9KNew |
$486K - $581K
|
10.9K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.67KNew |
$431K - $514K
|
9.67K
$477K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.15KNew |
$407K - $487K
|
9.15K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.86K+ 79.13% |
$395K - $471K
|
20.1K
$990K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.76KNew |
$390K - $466K
|
8.76K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
8.52K+ 142.82% |
$379K - $453K
|
14.5K
$714K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.51K+ 133.75% |
$379K - $452K
|
14.9K
$733K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.85K+ 9.8% |
$349K - $417K
|
87.9K
$4.34M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.84K+ 79.67% |
$305K - $364K
|
15.4K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.66K+ 71.54% |
$297K - $354K
|
16K
$788K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.2K+ 79.27% |
$276K - $329K
|
14K
$691K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.94K+ 38.53% |
$265K - $316K
|
21.4K
$1.05M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.56K+ 23.94% |
$248K - $296K
|
28.8K
$1.42M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.48KNew |
$244K - $291K
|
5.48K
$270K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.28KNew |
$235K - $281K
|
5.28K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28K+ 19.91% |
$235K - $281K
|
31.8K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.22K+ 4.34% |
$232K - $278K
|
125K
$6.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.07KNew |
$181K - $217K
|
4.07K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.78K+ 7.03% |
$168K - $201K
|
57.5K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.51KNew |
$156K - $187K
|
3.51K
$173K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.83K+ 24.17% |
$126K - $151K
|
14.6K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 42.32% |
$75.2K - $89.8K
|
5.68K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.63K+ 7.3% |
$72.7K - $86.8K
|
24K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$66.7K - $79.7K
|
1.5K
$73.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.11K+ 2182.35% |
$49.6K - $59.2K
|
1.16K
$57.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 941.82% |
$46.1K - $55.1K
|
1.15K
$56.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500New |
$22.3K - $26.6K
|
500
$24.7K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
363+ 1.87% |
$16.2K - $19.3K
|
19.8K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
266New |
$11.8K - $14.1K
|
266
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250New |
$11.1K - $13.3K
|
250
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
131+ 2.4% |
$5.83K - $6.97K
|
5.58K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
123New |
$5.48K - $6.54K
|
123
$6.07K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52New |
$2.32K - $2.77K
|
52
$2.57K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
42New |
$1.87K - $2.23K
|
42
$2.07K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
25New |
$1.11K - $1.33K
|
25
$1.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
16New |
$712 - $851
|
16
$789
|