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 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
70.5KNew |
$3.57M - $3.71M
|
70.5K
$3.57M
|
|
|
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 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40.7K+ 9.05% |
$2.06M - $2.14M
|
490K
$24.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
15.9K+ 3.45% |
$806K - $837K
|
476K
$24.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
15K+ 6.84% |
$758K - $787K
|
234K
$11.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
11.3KNew |
$571K - $592K
|
11.3K
$571K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.98K+ 220.29% |
$506K - $525K
|
14.5K
$735K
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
6.44K+ 0.43% |
$326K - $339K
|
1.49M
$75.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
5.07KNew |
$257K - $266K
|
5.07K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.84KNew |
$245K - $255K
|
4.84K
$245K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.71K+ 106.31% |
$239K - $248K
|
9.15K
$464K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.36KNew |
$221K - $229K
|
4.36K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.59K+ 2.43% |
$131K - $136K
|
109K
$5.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.77K+ 6.06% |
$89.9K - $93.3K
|
31.1K
$1.57M
|
|
|
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 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
722New |
$36.6K - $38K
|
722
$36.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
689+ 19.17% |
$34.9K - $36.2K
|
4.28K
$217K
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
626+ 1.08% |
$31.7K - $32.9K
|
58.5K
$2.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
553+ 7.64% |
$28K - $29.1K
|
7.79K
$395K
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
547+ 3.26% |
$27.7K - $28.8K
|
17.3K
$879K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
451+ 2.49% |
$22.9K - $23.7K
|
18.5K
$939K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
94New |
$4.76K - $4.94K
|
94
$4.76K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85+ 0.68% |
$4.31K - $4.47K
|
12.6K
$640K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 1.69% |
$811 - $841
|
963
$48.8K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 2.96% |
$456 - $473
|
313
$15.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2New |
$101 - $105
|
2
$101
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$50.7 - $52.6
|
1
$50.7
|
|
|
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 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-247- 7.22% |
$12.5K - $13K
|
3.17K
$161K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-285- 3.63% |
$14.4K - $15K
|
7.58K
$384K
|
|
|
Jan 27, 2026
Q4 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-491- 2.01% |
$24.9K - $25.8K
|
23.9K
$1.21M
|
|
|
Jan 28, 2026
Q4 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-608- 9.45% |
$30.8K - $32K
|
5.83K
$295K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-735- 12.64% |
$37.2K - $38.6K
|
5.08K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-866- 3.96% |
$43.9K - $45.5K
|
21K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.19K- 20.59% |
$60.3K - $62.6K
|
4.59K
$233K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-2.18K- 30.24% |
$111K - $115K
|
5.04K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.45K- 1.71% |
$124K - $129K
|
141K
$7.15M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-4.09K- 22.66% |
$207K - $215K
|
13.9K
$707K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.4K- 44.24% |
$425K - $442K
|
10.6K
$536K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.8K- 65.15% |
$549K - $570K
|
5.8K
$294K
|
|
|
Jan 28, 2026
Q4 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-15.1K- 68.61% |
$764K - $793K
|
6.9K
$349K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
SELL
|
- |
-41.8K- 26.02% |
$2.12M - $2.2M
|
119K
$6.02M
|
|