IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF - Institutional Ownership - Sellers

iShares Trust - iShares Core 5-10 Year USD Bond ETF
US ˙ ARCA

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-06-17 13F Howe & Rusling Inc 0 -100.00 0
2025-08-06 13F AE Wealth Management LLC 0 -100.00 0
2025-08-06 13F Cannon Financial Strategists, Inc. 26,554 -6.93 1,159 -6.46
2025-07-25 13F Cwm, Llc 0 -100.00 0
2025-08-07 13F PFG Advisors 154,342 -0.15 6,734 0.37
2025-08-15 13F Morgan Stanley 118,950 -5.33 5,190 -4.84
2025-04-30 13F Stratos Wealth Partners, LTD. 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 130,133 -19.95 5,678 -17.72
2025-08-12 13F LPL Financial LLC 68,945 -1.71 3,008 -1.18
2025-08-14 13F Susquehanna International Group, Llp 47,117 -20.07 2,056 -19.66
2025-08-14 13F Fmr Llc 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 0 -100.00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 456,727 -3.40 19,770 -3.66
2025-07-24 13F Blair William & Co/il 1,928 -2.33 84 -1.18
2025-04-08 13F Private Client Services, Llc 0 -100.00 0
2025-07-30 13F Phillips Financial Management, Llc 39,457 -3.93 1,722 -3.42
2025-08-08 13F Emerald Investment Partners, Llc 555 -50.00 24 -50.00
2025-05-12 13F Financial Engines Advisors L.L.C. 0 -100.00 0
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-08-14 13F UBS Group AG 46,457 -5.60 2,027 -5.11
2025-08-14 13F Mariner, LLC 1,169,507 -0.70 51,026 -0.17
2025-08-11 13F Principal Securities, Inc. 6,324 -8.53 276 -6.14
2025-07-25 13F Concurrent Investment Advisors, LLC 7,298 -51.98 318 -51.75
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