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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
467+ 0.63% |
$23.1K - $25.1K
|
74.3K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264+ 1.53% |
$13K - $14.2K
|
17.5K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
255+ 125.0% |
$12.6K - $13.7K
|
459
$23.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
249New |
$12.3K - $13.4K
|
249
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
234+ 268.97% |
$11.6K - $12.6K
|
321
$16.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 2.58% |
$10.3K - $11.2K
|
8.32K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
170New |
$8.39K - $9.13K
|
170
$8.54K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122+ 0.42% |
$6.02K - $6.55K
|
29K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117New |
$5.78K - $6.29K
|
117
$5.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
113New |
$5.58K - $6.07K
|
113
$5.68K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
65+ 1.22% |
$3.21K - $3.49K
|
5.39K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 18.15% |
$2.42K - $2.63K
|
319
$16K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21New |
$1.04K - $1.13K
|
21
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21New |
$1.04K - $1.13K
|
21
$1.06K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.67% |
$839 - $913
|
2.55K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
16+ 0.09% |
$790 - $860
|
18.6K
$935K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.17% |
$543 - $591
|
6.58K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
8New |
$395 - $430
|
8
$402
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
8New |
$395 - $430
|
8
$402
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 1.76% |
$247 - $269
|
289
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$197 - $215
|
4
$201
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 1.6% |
$148 - $161
|
191
$9.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$98.7 - $107
|
6
$301
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.65% |
$98.7 - $107
|
123
$6.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$49.4 - $53.7
|
1
$50.2
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1+ 0.23% |
$49.4 - $53.7
|
442
$22.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-28- 4.53% |
$1.38K - $1.5K
|
590
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-28- 4.02% |
$1.38K - $1.5K
|
668
$33.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-31- 0.38% |
$1.53K - $1.67K
|
8.1K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-43- 36.44% |
$2.12K - $2.31K
|
75
$3.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 58.14% |
$2.47K - $2.69K
|
36
$1.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-142- 15.62% |
$7.01K - $7.63K
|
767
$38.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-150- 4.3% |
$7.4K - $8.06K
|
3.34K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 1.01% |
$7.55K - $8.22K
|
15K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-213- 0.17% |
$10.5K - $11.4K
|
128K
$6.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-232- 5.18% |
$11.5K - $12.5K
|
4.24K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-252- 5.42% |
$12.4K - $13.5K
|
4.39K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-275- 9.69% |
$13.6K - $14.8K
|
2.56K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-283- 7.29% |
$14K - $15.2K
|
3.6K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-304- 6.19% |
$15K - $16.3K
|
4.6K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-491- 2.95% |
$24.2K - $26.4K
|
16.1K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-585- 0.59% |
$28.9K - $31.4K
|
97.8K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-639- 2.63% |
$31.5K - $34.3K
|
23.7K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-924- 16.04% |
$45.6K - $49.6K
|
4.84K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.22K- 7.39% |
$60K - $65.3K
|
15.2K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.22K- 1.11% |
$60.4K - $65.7K
|
108K
$5.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.74K- 27.97% |
$86K - $93.6K
|
4.49K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.55K- 9.33% |
$175K - $191K
|
34.5K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.81K- 43.69% |
$188K - $205K
|
4.92K
$247K
|