Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
27.6K+ 40.99% |
$1.34M - $1.47M
|
95.1K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
18.9K+ 126.07% |
$915K - $1.01M
|
33.8K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
10.3K+ 6.82% |
$502K - $551K
|
162K
$7.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.25K+ 1.33% |
$109K - $120K
|
171K
$8.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.13KNew |
$55K - $60.4K
|
1.13K
$55.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
193New |
$9.36K - $10.3K
|
193
$9.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.17% |
$679 - $746
|
8.24K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$48.5 - $53.3
|
482
$23.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.5K- 8.75% |
$170K - $186K
|
36.5K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10.8K- 72.62% |
$523K - $575K
|
4.07K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-16.5K- 7.73% |
$803K - $882K
|
197K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-34.4K- 21.61% |
$1.67M - $1.83M
|
125K
$6.08M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-778K- 98.12% |
$37.8M - $41.5M
|
14.9K
$726K
|