Latest Institutional Transactions on Ishares 10+ Year Investment Gr (IGLB)
This table provides information on the latest institutional transactions involving Ishares 10+ Year Investment Gr (IGLB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.28KNew |
$63.4K - $69K
|
1.28K
$64.1K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.8KNew |
$878K - $956K
|
17.8K
$888K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
915New |
$45.2K - $49.2K
|
915
$45.7K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.16KNew |
$353K - $384K
|
7.16K
$357K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$197 - $215
|
4
$200
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.81K- 43.69% |
$188K - $205K
|
4.92K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.54K+ 89.13% |
$421K - $459K
|
18.1K
$904K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-275- 9.69% |
$13.6K - $14.8K
|
2.56K
$128K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.35K+ 4.25% |
$363K - $395K
|
180K
$9M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
65+ 1.22% |
$3.21K - $3.49K
|
5.39K
$269K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 1.01% |
$7.55K - $8.22K
|
15K
$749K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
170New |
$8.39K - $9.13K
|
170
$8.48K
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
12.9K+ 87.74% |
$635K - $691K
|
27.5K
$1.37M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
139KNew |
$6.87M - $7.48M
|
139K
$6.94M
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.31K+ 1.13% |
$114K - $124K
|
207K
$10.3M
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.02KNew |
$248K - $270K
|
5.02K
$250K
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-585- 0.59% |
$28.9K - $31.4K
|
97.8K
$4.88M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.83KNew |
$189K - $206K
|
3.83K
$191K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
760New |
$37.5K - $40.8K
|
760
$37.9K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11.4K- 2.97% |
$563K - $613K
|
372K
$18.6M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20.4K- 30.15% |
$1.01M - $1.09M
|
47.2K
$2.36M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.45K+ 338.39% |
$269K - $293K
|
7.06K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-232- 5.18% |
$11.5K - $12.5K
|
4.24K
$212K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.08K+ 1.62% |
$201K - $219K
|
256K
$12.8M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.27KNew |
$211K - $229K
|
4.27K
$213K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.09K+ 14.84% |
$103K - $112K
|
16.2K
$807K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122+ 0.42% |
$6.02K - $6.55K
|
29K
$1.45M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.18K+ 12.58% |
$58.1K - $63.2K
|
10.5K
$525K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.84K+ 6.21% |
$288K - $314K
|
100K
$4.99M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.4K+ 12.42% |
$708K - $771K
|
130K
$6.48M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-213- 0.17% |
$10.5K - $11.4K
|
128K
$6.4M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24K+ 8.75% |
$1.18M - $1.29M
|
298K
$14.9M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.16KNew |
$452K - $492K
|
9.16K
$457K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.9KNew |
$1.13M - $1.23M
|
22.9K
$1.15M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 1.76% |
$247 - $269
|
289
$14.4K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$98.7 - $107
|
6
$299
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 2.58% |
$10.3K - $11.2K
|
8.32K
$415K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.1KNew |
$743K - $809K
|
15.1K
$751K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-150- 4.3% |
$7.4K - $8.06K
|
3.34K
$167K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221K+ 72.25% |
$10.9M - $12M
|
528K
$26.3M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
395+ 1.14% |
$19.5K - $21.4K
|
34.9K
$1.74M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7.27KNew |
$359K - $394K
|
7.27K
$363K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
980New |
$48.4K - $53.1K
|
980
$48.9K
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
21.4KNew |
$1.06M - $1.16M
|
21.4K
$1.07M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-895- 50.74% |
$44.2K - $48.5K
|
869
$43.4K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.19K+ 235.54% |
$404K - $444K
|
11.7K
$582K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.8K- 15.54% |
$2.61M - $2.86M
|
287K
$14.3M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650New |
$32.1K - $35.2K
|
650
$32.4K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
85+ 13.91% |
$4.2K - $4.61K
|
696
$34.7K
|