Purchases and Sales Made in Q4 2024 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES 10+ YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$6.87M - $7.48M
|
139K
$6.9M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24K+ 8.75% |
$1.18M - $1.29M
|
298K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.9KNew |
$1.13M - $1.23M
|
22.9K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1KNew |
$743K - $809K
|
15.1K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.4K+ 12.42% |
$708K - $771K
|
130K
$6.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
12.9K+ 87.74% |
$635K - $691K
|
27.5K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.16KNew |
$452K - $492K
|
9.16K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.84K+ 6.21% |
$288K - $314K
|
100K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.45K+ 338.39% |
$269K - $293K
|
7.06K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.02KNew |
$248K - $270K
|
5.02K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.27KNew |
$211K - $229K
|
4.27K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.08K+ 1.62% |
$201K - $219K
|
256K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.83KNew |
$189K - $206K
|
3.83K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.31K+ 1.13% |
$114K - $124K
|
207K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.09K+ 14.84% |
$103K - $112K
|
16.2K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 12.58% |
$58.1K - $63.2K
|
10.5K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
760New |
$37.5K - $40.8K
|
760
$37.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 2.58% |
$10.3K - $11.2K
|
8.32K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
170New |
$8.39K - $9.13K
|
170
$8.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122+ 0.42% |
$6.02K - $6.55K
|
29K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 1.76% |
$247 - $269
|
289
$14.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$98.7 - $107
|
6
$297
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-150- 4.3% |
$7.4K - $8.06K
|
3.34K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 1.01% |
$7.55K - $8.22K
|
15K
$743K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-213- 0.17% |
$10.5K - $11.4K
|
128K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-232- 5.18% |
$11.5K - $12.5K
|
4.24K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-585- 0.59% |
$28.9K - $31.4K
|
97.8K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11.4K- 2.97% |
$563K - $613K
|
372K
$18.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20.4K- 30.15% |
$1.01M - $1.09M
|
47.2K
$2.34M
|