Purchases and Sales Made in Q4 2025 in Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB) during Q4 2025. 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 08, 2026
Q4 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
68.3K+ 573.06% |
$3.46M - $3.59M
|
80.2K
$4.06M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
15.9K+ 3.45% |
$806K - $837K
|
476K
$24.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
11.3KNew |
$571K - $592K
|
11.3K
$571K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.35K+ 8.44% |
$423K - $439K
|
107K
$5.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.9KNew |
$400K - $416K
|
7.9K
$400K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.99K+ 4.72% |
$354K - $368K
|
155K
$7.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
6.66K+ 7.44% |
$337K - $350K
|
96.2K
$4.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.84KNew |
$245K - $255K
|
4.84K
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59K+ 2.43% |
$131K - $136K
|
109K
$5.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 8.6% |
$69.6K - $72.2K
|
17.3K
$879K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07K+ 4.07% |
$54.4K - $56.5K
|
27.5K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
963+ 0.99% |
$48.8K - $50.6K
|
98.2K
$4.98M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
689+ 19.17% |
$34.9K - $36.2K
|
4.28K
$217K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
451+ 2.49% |
$22.9K - $23.7K
|
18.5K
$939K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2New |
$101 - $105
|
2
$101
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-81- 0.99% |
$4.1K - $4.26K
|
8.11K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-136- 2.85% |
$6.89K - $7.15K
|
4.64K
$235K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-285- 3.63% |
$14.4K - $15K
|
7.58K
$384K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-866- 3.96% |
$43.9K - $45.5K
|
21K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.45K- 1.71% |
$124K - $129K
|
141K
$7.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.8K- 65.15% |
$549K - $570K
|
5.8K
$294K
|
|