Latest Institutional Transactions on Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information on the latest institutional transactions involving Ishares Core 10+ Year Usd Bond (ILTB) 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157- 34.73% |
$7.36K - $8.57K
|
295
$14.1K
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
72New |
$3.38K - $3.93K
|
72
$3.44K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4New |
$198 - $233
|
4
$191
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
28New |
$1.39K - $1.63K
|
28
$1.34K
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
9.15KNew |
$453K - $533K
|
9.15K
$437K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15New |
$805 - $962
|
15
$716
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-28.3KClosed |
$1.52M - $1.81M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.3K+ 7.26% |
$392K - $468K
|
108K
$5.15M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.48KClosed |
$133K - $159K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.57KClosed |
$352K - $421K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-127Closed |
$6.81K - $8.14K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.27KClosed |
$175K - $210K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.7KNew |
$91.3K - $109K
|
1.7K
$81.2K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3Closed |
$161 - $192
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-3.41KClosed |
$183K - $218K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$602K - $719K
|
11.2K
$536K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 23.81% |
$268 - $321
|
26
$1.24K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.31KNew |
$285K - $341K
|
5.31K
$254K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 1.06% |
$215 - $256
|
373
$17.8K
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-4.3KClosed |
$230K - $275K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11KClosed |
$113K - $135K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.81KClosed |
$151K - $180K
|
0
$0
|
|
Q1 2022 | |||||||
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.89KClosed |
$181K - $205K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.9K - $15.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.02KClosed |
$251K - $285K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-3.16KClosed |
$197K - $224K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.22KClosed |
$201K - $228K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.9KClosed |
$182K - $206K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-44Closed |
$2.75K - $3.12K
|
0
$0
|
|
Q4 2021 | |||||||
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.6KClosed |
$465K - $489K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.52KClosed |
$107K - $112K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-174Closed |
$12.2K - $12.9K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.8KClosed |
$200K - $209K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.06KClosed |
$219K - $228K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-236Closed |
$16.9K - $17.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.16KClosed |
$422K - $447K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9KClosed |
$617K - $653K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.83KClosed |
$537K - $568K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.63K- 89.08% |
$112K - $118K
|
200
$9.55K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-106Closed |
$7.27K - $7.69K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.02KClosed |
$550K - $582K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-24.5KClosed |
$1.68M - $1.78M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-326Closed |
$22.3K - $23.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
172New |
$11.6K - $13.1K
|
172
$8.21K
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.47KClosed |
$572K - $643K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-173KClosed |
$11.7M - $13.1M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.95KClosed |
$334K - $376K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3KClosed |
$202K - $228K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-3.44KClosed |
$232K - $262K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.58KClosed |
$377K - $424K
|
0
$0
|