Purchases and Sales Made in Q1 2024 in Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information about the institutional ownership of Ishares Core 10+ Year Usd Bond (ILTB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE 10+ YEAR USD BOND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-15- 0.37% |
$747 - $786
|
4.06K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 5.68% |
$1.59K - $1.68K
|
531
$25.8K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-34- 0.62% |
$1.69K - $1.78K
|
5.44K
$265K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-109- 0.71% |
$5.43K - $5.71K
|
15.2K
$741K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 2.74% |
$7.82K - $8.22K
|
5.57K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-179- 0.2% |
$8.91K - $9.38K
|
87.7K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-227- 4.07% |
$11.3K - $11.9K
|
5.35K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-587- 6.85% |
$29.2K - $30.7K
|
7.99K
$388K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-618- 11.71% |
$30.8K - $32.4K
|
4.66K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-801- 10.17% |
$39.9K - $42K
|
7.07K
$344K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-860- 1.59% |
$42.8K - $45K
|
53.1K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-922- 17.64% |
$45.9K - $48.3K
|
4.31K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.08K- 9.84% |
$53.5K - $56.3K
|
9.85K
$479K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.24K- 21.9% |
$61.9K - $65.2K
|
4.44K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.64K- 15.91% |
$81.5K - $85.7K
|
8.65K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.28K- 26.0% |
$113K - $119K
|
6.49K
$315K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.17K- 2.44% |
$158K - $166K
|
127K
$6.17M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.11K- 6.05% |
$304K - $320K
|
94.9K
$4.61M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.84K- 44.34% |
$341K - $358K
|
8.59K
$418K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.86K- 56.12% |
$391K - $412K
|
6.15K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.58K- 20.31% |
$427K - $449K
|
33.7K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.24K- 91.13% |
$460K - $484K
|
900
$43.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-18.3K- 28.48% |
$911K - $959K
|
46K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 16.49% |
$1.25M - $1.31M
|
127K
$6.17M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 16.49% |
$1.25M - $1.31M
|
127K
$6.17M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31.3K- 25.12% |
$1.56M - $1.64M
|
93.3K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-46.9K- 53.54% |
$2.34M - $2.46M
|
40.7K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72K- 70.53% |
$3.58M - $3.77M
|
30.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-209K- 95.45% |
$10.4M - $10.9M
|
9.94K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-268K- 96.15% |
$13.4M - $14.1M
|
10.7K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-790K- 58.3% |
$39.4M - $41.4M
|
565K
$27.5M
|