Free Trial

iShares Core 5-10 Year USD Bond ETF (IMTB) Institutional Ownership

→ 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad)
Free IMTB Stock Alerts
$42.34
-0.15 (-0.35%)
(As of 05/17/2024 08:53 PM ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$28.62M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$32.59M
Get IMTB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 5-10 Year USD Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IMTB Institutional Buying and Selling by Quarter

iShares Core 5-10 Year USD Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 PFG Advisors131,495$5.64M0.4%-11.3%3.287%
5/2/2024 FinTrust Capital Advisors LLC518,712$22.25M4.3%-4.0%12.968%
4/30/2024Commonwealth Equity Services LLC13,191$566K0.0%+47.6%0.330%
4/23/2024 TAP Consulting LLC101,752$4.37M1.0%N/A2.544%
4/16/2024 Wealth Enhancement Advisory Services LLC11,964$513K0.0%-3.1%0.278%
2/13/2024 FinTrust Capital Advisors LLC540,372$23.50M4.7%+2.5%12.567%
2/12/2024 Rice Partnership LLC7,656$333K0.1%+11.6%0.178%
2/6/2024 Robertson Stephens Wealth Management LLC8,378$364K0.0%N/A0.195%
1/31/2024 J.W. Cole Advisors Inc.6,549$285K0.0%-9.1%0.152%
1/25/2024 Phillips Financial Management LLC51,216$2.23M0.2%-6.1%1.191%
1/19/2024 PFG Advisors148,211$6.45M0.5%+1.9%3.447%
1/5/2024 CGN Advisors LLC22,478$978K0.1%-96.8%0.523%
11/13/2023 Rice Partnership LLC6,862$283K0.1%-3.7%0.160%
11/13/2023 Mariner LLC1,011,284$41.64M0.1%+6.5%23.518%
11/9/2023 Phillips Financial Management LLC54,531$2.25M0.2%+0.5%1.268%
11/9/2023 Blair William & Co. IL2,136$88K0.0%-21.4%0.050%
11/4/2023 NBC Securities Inc.900$37K0.0%N/A0.021%
10/31/2023 Fifth Third Bancorp653$27K0.0%N/A0.015%
10/24/2023 Stratos Wealth Partners LTD.5,664$233K0.0%-15.5%0.132%
10/24/2023 FinTrust Capital Advisors LLC527,036$21.70M4.8%+95.3%12.257%
10/23/2023Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
10/16/2023 RFG Advisory LLC5,346$220K0.0%+13.5%0.124%
10/13/2023 PFG Advisors145,489$5.99M0.5%N/A3.383%
10/13/2023 CGN Advisors LLC713,197$29.37M4.0%+0.7%16.586%
10/12/2023 Market Street Wealth Management Advisors LLC11,852$488K0.1%-37.5%0.276%
10/10/2023 Cyndeo Wealth Partners LLC5,252$216K0.0%-47.1%0.122%
8/10/2023 Meitav Investment House Ltd.908$39K0.0%N/A0.023%
8/8/2023 Rice Partnership LLC7,125$307K0.1%+16.4%0.178%
7/31/2023 LPL Financial LLC40,347$1.74M0.0%+3.9%1.009%
7/27/2023 J.W. Cole Advisors Inc.7,266$313K0.0%-4.2%0.182%
7/18/2023 Stratos Wealth Partners LTD.6,699$289K0.0%N/A0.167%
7/10/2023 CGN Advisors LLC708,083$30.50M4.4%+11.4%18.156%
5/8/2023 Phillips Financial Management LLC56,140$2.46M0.2%-1.0%1.439%
5/8/2023 WealthShield Partners LLC4,621$202K0.0%-19.4%0.118%
5/5/2023 Destination Wealth Management364,993$15.99M0.6%+9.6%9.359%
5/4/2023 Lee Financial Group Hawaii Inc.28,944$1.27M1.3%-3.9%0.742%
5/3/2023 J.W. Cole Advisors Inc.7,582$332K0.0%-8.7%0.194%
4/27/2023 Rice Partnership LLC6,120$268K0.1%+6.0%0.157%
4/25/2023 Cyndeo Wealth Partners LLC9,935$435K0.0%N/A0.255%
4/21/2023 Cyndeo Wealth Partners LLC9,935$7.02M0.8%N/A0.255%
Urgent Nvidia Warning (Ad)

Could Steve Job's 'Final Prophecy' Make You Rich? Just before he died, Steve Jobs issued a "Final Prophecy" that's now coming true... and making some people rich. In one recent 90-day stretch, 50 companies related to Jobs' "Final Prophecy" soared by 100% or more. What was Steve Jobs' last big prediction, and how can you get in on it? Professor Joel Litman explains everything... including the surprising group of stocks moving higher, and his No. 1 favorite stock in this space.

Click here to access…
4/4/2023 CGN Advisors LLC635,555$27.84M4.4%+140.8%17.654%
3/6/2023 OLD Mission Capital LLC27,737$1.19M0.0%N/A0.816%
2/15/2023 FinTrust Capital Advisors LLC269,874$11.54M2.8%N/A7.937%
2/13/2023 Destination Wealth Management333,025$14.24M0.6%-12.2%9.795%
2/10/2023 Blair William & Co. IL2,886$123K0.0%-8.2%0.085%
2/7/2023Commonwealth Equity Services LLC28,526$1.22M0.0%N/A0.839%
2/7/2023 LPL Financial LLC40,385$1.73M0.0%-10.3%1.188%
2/7/2023 Envestnet Asset Management Inc.6,141$263K0.0%-57.9%0.181%
1/31/2023 Geneos Wealth Management Inc.1,940$83K0.0%+125.6%0.057%
1/30/2023 International Assets Investment Management LLC7,302$231K0.0%N/A0.215%
1/26/2023 Rice Partnership LLC5,773$247K0.1%+9.7%0.170%
1/24/2023 International Assets Investment Management LLC7,302$231K0.0%N/A0.215%
1/24/2023 Phillips Financial Management LLC56,716$2.43M0.2%-33.0%1.668%
1/23/2023 Market Street Wealth Management Advisors LLC18,971$811K0.2%-37.2%0.558%
1/9/2023 CGN Advisors LLC263,963$11.29M2.0%+4,054.9%7.764%
11/8/2022 Phillips Financial Management LLC84,675$3.58M0.4%+30.1%4.032%
11/4/2022 Lee Financial Group Hawaii Inc.29,432$1.24M1.0%+8.1%1.402%
10/24/2022 Stratos Wealth Partners LTD.6,758$286K0.0%-9.1%0.322%
10/24/2022 Market Street Wealth Management Advisors LLC30,213$1.28M0.4%+471.2%1.439%
10/20/2022 Koshinski Asset Management Inc.950$1.43M0.1%N/A0.048%
10/18/2022 Koshinski Asset Management Inc.950$1.43M0.2%N/A0.048%
10/18/2022 CGN Advisors LLC6,353$268K0.1%N/A0.318%
8/8/2022 Lee Financial Group Hawaii Inc.27,226$1.22M1.2%+17.4%1.361%
8/8/2022 Baird Financial Group Inc.9,469$424K0.0%-13.9%0.473%
8/5/2022 OLD Mission Capital LLC6,712$300K0.0%N/A0.336%
8/3/2022 Envestnet Asset Management Inc.14,349$642K0.0%-90.3%0.717%
8/3/2022 AE Wealth Management LLC9,861$441K0.0%-85.1%0.493%
7/29/2022 Destination Wealth Management359,753$16.10M0.6%-7.5%17.988%
7/27/2022 Columbus Macro LLC18,294$819K0.3%-11.4%0.915%
7/22/2022 Rice Partnership LLC5,045$226K0.1%+69.8%0.252%
7/22/2022 Phillips Financial Management LLC65,085$2.91M0.3%N/A3.254%
7/21/2022 Market Street Wealth Management Advisors LLC5,289$237K0.1%N/A0.264%
5/13/2022 Rice Partnership LLC2,971$141K0.0%+8.5%0.099%
5/12/2022 D.A. Davidson & CO.132,634$6.28M0.1%-1.5%4.421%
5/12/2022 Destination Wealth Management388,973$18.42M0.7%+3.8%12.966%
5/11/2022 RFG Advisory LLC9,164$434K0.0%N/A0.305%
5/10/2022 Lee Financial Group Hawaii Inc.23,181$1.10M0.7%+13.3%0.773%
5/4/2022 Advisor Group Holdings Inc.13,924$660K0.0%-51.1%0.464%
5/4/2022 Envestnet Asset Management Inc.148,310$7.02M0.0%-1.7%4.944%
4/27/2022 Demars Financial Group LLC89,746$4.25M2.1%-8.8%2.992%
4/26/2022 Cardinal Strategic Wealth Guidance1,172$55K0.0%-98.3%0.039%
4/26/2022 Stratos Wealth Partners LTD.7,433$352K0.0%-27.2%0.248%
4/26/2022 Columbus Macro LLC20,647$978K0.3%+1.4%0.688%
4/20/2022 JGP Wealth Management LLC5,756$266K0.0%+29.3%0.186%
4/18/2022 AE Wealth Management LLC66,015$3.13M0.0%+32.1%2.130%
4/4/2022 Garrett Investment Advisors LLC5,491$260K0.1%N/A0.229%
2/22/2022 Tyler Stone Wealth Management996$50K0.0%N/A0.043%
2/15/2022 Cornerstone Wealth Management LLC4,342$219K0.0%-5.3%0.189%
2/10/2022 Private Advisor Group LLC4,414$222K0.0%-40.1%0.184%
2/10/2022 OLD Mission Capital LLC5,663$285K0.0%-79.4%0.236%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
2/9/2022 Baird Financial Group Inc.10,490$529K0.0%+6.8%0.437%
2/8/2022 Raymond James Financial Services Advisors Inc.71,616$3.61M0.0%-19.6%2.984%
2/8/2022 Lee Financial Group Hawaii Inc.20,454$1.03M0.7%-3.3%0.852%
2/8/2022 Bank of America Corp DE74,208$3.74M0.0%-1.2%3.092%
2/4/2022 Envestnet Asset Management Inc.150,905$7.60M0.0%-32.0%6.288%
2/4/2022 Destination Wealth Management374,859$18.89M0.7%-1.2%15.619%
2/2/2022 Demars Financial Group LLC98,441$4.96M2.6%-7.3%4.102%
1/31/2022 CWM LLC771$39K0.0%N/A0.032%
1/31/2022 D.A. Davidson & CO.134,719$6.79M0.1%-33.1%5.613%
1/28/2022 Davidson Investment Advisors5,631$284K0.0%-34.8%0.235%
(Data available from 1/1/2016 forward)

IMTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTB shares?

During the previous two years, 31 institutional investors and hedge funds held shares of iShares Core 5-10 Year USD Bond ETF. The most heavily invested institutionals were Mariner LLC ($41.64M), FinTrust Capital Advisors LLC ($22.25M), Destination Wealth Management ($15.99M), PFG Advisors ($5.64M), TAP Consulting LLC ($4.37M), Phillips Financial Management LLC ($2.23M), and LPL Financial LLC ($1.74M).Learn more on IMTB's institutional investors.

Which institutional investors have been buying iShares Core 5-10 Year USD Bond ETF stock?

Of the 23 institutional investors that purchased iShares Core 5-10 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CGN Advisors LLC ($713.20K), FinTrust Capital Advisors LLC ($540.37K), PFG Advisors ($148.21K), TAP Consulting LLC ($101.75K), Phillips Financial Management LLC ($84.94K), Mariner LLC ($61.29K), and OLD Mission Capital LLC ($34.45K).

How much institutional buying is happening at iShares Core 5-10 Year USD Bond ETF?

Institutional investors have bought a total of 1,847,274 shares in the last 24 months. This purchase volume represents approximately $78.88M in transactions.

Which iShares Core 5-10 Year USD Bond ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold iShares Core 5-10 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CGN Advisors LLC ($690.72K), Envestnet Asset Management Inc. ($142.40K), Destination Wealth Management ($75.53K), AE Wealth Management LLC ($56.15K), Phillips Financial Management LLC ($31.85K), FinTrust Capital Advisors LLC ($21.66K), and Market Street Wealth Management Advisors LLC ($18.36K).

How much institutional selling is happening at iShares Core 5-10 Year USD Bond ETF?

Institutional investors have sold a total of 1,076,907 shares in the last 24 months. This volume of shares sold represents approximately $46.99M in transactions.


Related Companies:
This page (NYSEARCA:IMTB) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
Urgent Nvidia Warning
Altimetry
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
"The Biggest Drug Ever" Is Coming
Behind the Markets
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Elon’s New Device is About to Shock the World
InvestorPlace
Most important medical advance in 100 years
The Oxford Club