Annex Advisory Services, LLC Ishares Core 10+ Year Usd Bond Transaction History

Annex Advisory Services, LLC

$2.96 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 12, 2019	SELL	N/A	-6,945 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	6,945 New	6,945 $414,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

6.38M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$66 Million
0.01% of portfolio
Ae Wealth Management LLC

768K
Shares

$37.6 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

659K
Shares

$32.2 Million
0.01% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

324K
Shares

$15.9 Million
0.63% of portfolio
Wells Fargo & Company San Francisco, CA

316K
Shares

$15.5 Million
0.0% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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