Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares 5 10 Yea (IGIB)
This table provides information about the institutional ownership of Ishares Trust Ishares 5 10 Yea (IGIB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 5-10 YEA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.66K+ 8.53% |
$428K - $450K
|
110K
$5.73M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.4KNew |
$415K - $437K
|
8.4K
$437K
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.29KNew |
$409K - $431K
|
8.29K
$431K
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
8.22K+ 105.97% |
$406K - $427K
|
16K
$831K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.07K+ 46.79% |
$399K - $420K
|
25.3K
$1.32M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.05KNew |
$397K - $418K
|
8.05K
$419K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.05KNew |
$397K - $418K
|
8.05K
$419K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.74K+ 3.57% |
$382K - $402K
|
225K
$11.7M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.67K+ 85.38% |
$379K - $399K
|
16.6K
$866K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.51K+ 22.66% |
$371K - $391K
|
40.7K
$2.12M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.15K+ 35.87% |
$353K - $372K
|
27.1K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.15K+ 3.17% |
$353K - $372K
|
232K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.08K+ 92.65% |
$349K - $368K
|
14.7K
$765K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.02KNew |
$347K - $365K
|
7.02K
$365K
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.02K+ 38.76% |
$346K - $365K
|
25.1K
$1.31M
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.98KNew |
$345K - $363K
|
6.98K
$363K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.94KNew |
$343K - $361K
|
6.94K
$361K
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.74K+ 153.07% |
$333K - $351K
|
11.1K
$580K
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6.74K+ 26.22% |
$333K - $350K
|
32.4K
$1.69M
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.39K+ 5.53% |
$315K - $332K
|
122K
$6.34M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.86KNew |
$289K - $305K
|
5.86K
$305K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.69KNew |
$281K - $296K
|
5.69K
$296K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.6K+ 232.46% |
$277K - $291K
|
8.01K
$417K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.59K+ 13.44% |
$276K - $291K
|
47.2K
$2.45M
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.42KNew |
$268K - $282K
|
5.42K
$282K
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.41K+ 16.37% |
$267K - $281K
|
38.5K
$2M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.39K+ 7.54% |
$266K - $280K
|
76.9K
$4M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.29KNew |
$261K - $275K
|
5.29K
$275K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.23K+ 9.12% |
$258K - $272K
|
62.5K
$3.25M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.09KNew |
$251K - $265K
|
5.09K
$265K
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.96KNew |
$245K - $258K
|
4.96K
$258K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.94K+ 9684.31% |
$244K - $257K
|
4.99K
$260K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
4.84K+ 2.89% |
$239K - $252K
|
172K
$8.96M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.66K+ 14.14% |
$230K - $242K
|
37.6K
$1.96M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.65KNew |
$230K - $242K
|
4.65K
$242K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.48KNew |
$221K - $233K
|
4.48K
$233K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.43K+ 13.44% |
$219K - $230K
|
37.4K
$1.95M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.41KNew |
$218K - $229K
|
4.41K
$229K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.37K+ 6.03% |
$216K - $227K
|
76.9K
$4M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.3KNew |
$212K - $224K
|
4.3K
$224K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.27K+ 17.0% |
$211K - $222K
|
29.4K
$1.53M
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.22KNew |
$208K - $219K
|
4.22K
$220K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.2K+ 15.85% |
$207K - $218K
|
30.7K
$1.6M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.12KNew |
$203K - $214K
|
4.12K
$214K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.03K+ 32.76% |
$199K - $210K
|
16.3K
$850K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.98KNew |
$196K - $207K
|
3.98K
$207K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
3.98KNew |
$196K - $207K
|
3.98K
$207K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.97KNew |
$196K - $206K
|
3.97K
$206K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.9KNew |
$193K - $203K
|
3.9K
$203K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.9K+ 20.88% |
$192K - $203K
|
22.6K
$1.17M
|