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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.33% |
$89 - $106
|
152
$7.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.8% |
$89 - $106
|
113
$5.58K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$44.5 - $53.2
|
262
$12.9K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 1.04% |
$223 - $266
|
476
$23.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-39- 0.74% |
$1.74K - $2.07K
|
5.23K
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-96- 1.77% |
$4.27K - $5.11K
|
5.34K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-167- 22.88% |
$7.43K - $8.88K
|
563
$27.8K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-263- 4.74% |
$11.7K - $14K
|
5.28K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-388- 3.68% |
$17.3K - $20.6K
|
10.1K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-555- 6.59% |
$24.7K - $29.5K
|
7.87K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.09K- 1.23% |
$48.7K - $58.2K
|
87.6K
$4.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.15K- 68.35% |
$51.3K - $61.3K
|
534
$26.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 9.4% |
$60.9K - $72.8K
|
13.2K
$650K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.64K- 16.03% |
$72.9K - $87.1K
|
8.58K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.63K- 4.63% |
$117K - $140K
|
54.3K
$2.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.91K- 4.33% |
$129K - $155K
|
64.3K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.2K- 35.84% |
$143K - $170K
|
5.73K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 21.43% |
$155K - $185K
|
12.8K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.53K- 24.38% |
$157K - $188K
|
10.9K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.28KClosed |
$235K - $281K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.46K- 68.29% |
$421K - $503K
|
4.39K
$217K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-10.2K- 21.55% |
$455K - $543K
|
37.2K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 6.9% |
$502K - $599K
|
152K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 8.34% |
$505K - $603K
|
125K
$6.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-11.5K- 8.71% |
$513K - $613K
|
121K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.6K- 11.13% |
$563K - $673K
|
101K
$4.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-15.4K- 8.87% |
$687K - $820K
|
159K
$7.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15.5K- 60.5% |
$688K - $822K
|
10.1K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.5K- 29.79% |
$737K - $880K
|
39K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 66.93% |
$927K - $1.11M
|
10.3K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.8K- 24.85% |
$1.5M - $1.8M
|
102K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.1K- 14.5% |
$1.65M - $1.97M
|
219K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.4K- 88.71% |
$2.42M - $2.89M
|
6.93K
$342K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-116K- 74.78% |
$5.15M - $6.15M
|
39K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-216K- 13.74% |
$9.62M - $11.5M
|
1.36M
$66.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-792K- 98.1% |
$35.3M - $42.1M
|
15.4K
$758K
|