Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.44K+ 5.99% |
$226K - $231K
|
78.6K
$4.13M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.41K+ 5.21% |
$224K - $230K
|
89.1K
$4.67M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.31K+ 41.45% |
$219K - $224K
|
14.7K
$771K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$214K - $219K
|
4.2K
$220K
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.16KNew |
$211K - $216K
|
4.16K
$218K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
4.11K+ 3.75% |
$209K - $214K
|
114K
$5.96M
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.09KNew |
$208K - $213K
|
4.09K
$215K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.02K+ 8745.65% |
$204K - $209K
|
4.07K
$213K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.01K+ 4.53% |
$204K - $209K
|
92.6K
$4.86M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
4.01K+ 23.29% |
$204K - $209K
|
21.2K
$1.11M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.8K+ 13.24% |
$193K - $198K
|
32.5K
$1.71M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.65K+ 18.49% |
$186K - $190K
|
23.4K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.59K+ 1.66% |
$182K - $187K
|
220K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.58K+ 3.29% |
$182K - $186K
|
112K
$5.89M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.29K+ 5.63% |
$167K - $171K
|
61.6K
$3.23M
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.24K+ 3.64% |
$165K - $169K
|
92.4K
$4.85M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.11K+ 100.29% |
$158K - $162K
|
6.21K
$326K
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3K+ 32.02% |
$152K - $156K
|
12.4K
$648K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.93K+ 16.01% |
$149K - $152K
|
21.2K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.81K+ 3.41% |
$143K - $147K
|
85.4K
$4.48M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.65K+ 16.12% |
$134K - $138K
|
19.1K
$1M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.63K+ 64.07% |
$134K - $137K
|
6.74K
$353K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 9.19% |
$131K - $135K
|
30.7K
$1.61M
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.34K+ 3.07% |
$119K - $122K
|
78.7K
$4.13M
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.33K+ 17.57% |
$118K - $121K
|
15.6K
$818K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.23K+ 9.83% |
$113K - $116K
|
24.9K
$1.31M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.16K+ 10.24% |
$110K - $112K
|
23.2K
$1.22M
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.98K+ 12.7% |
$101K - $103K
|
17.6K
$921K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.97K+ 14.08% |
$100K - $103K
|
16K
$838K
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.79K+ 15.31% |
$90.8K - $93K
|
13.5K
$706K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.75KNew |
$89.1K - $91.3K
|
1.75K
$92K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 43.23% |
$87.9K - $90K
|
5.73K
$301K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.69K+ 109.05% |
$85.8K - $87.8K
|
3.23K
$170K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.61K+ 20.39% |
$81.6K - $83.6K
|
9.48K
$497K
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.49K+ 1.18% |
$75.6K - $77.5K
|
127K
$6.69M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.3K+ 4.07% |
$66.1K - $67.7K
|
33.3K
$1.74M
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 2.18% |
$65.3K - $66.9K
|
60.3K
$3.16M
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.28KNew |
$65K - $66.5K
|
1.28K
$67K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.18K+ 132.06% |
$59.9K - $61.3K
|
2.07K
$109K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.16K+ 27.84% |
$58.9K - $60.3K
|
5.32K
$279K
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.13KNew |
$57.4K - $58.8K
|
1.13K
$59.2K
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.13K+ 20.79% |
$57.2K - $58.6K
|
6.54K
$343K
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.04K+ 0.83% |
$52.6K - $53.9K
|
126K
$6.6M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
1.02K+ 23.71% |
$51.6K - $52.9K
|
5.3K
$278K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
971+ 349.28% |
$49.4K - $50.6K
|
1.25K
$65.5K
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
939+ 1.91% |
$47.7K - $48.9K
|
50.2K
$2.63M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
894+ 4.32% |
$45.4K - $46.6K
|
21.6K
$1.13M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
874+ 3.16% |
$44.4K - $45.5K
|
28.5K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
806+ 0.72% |
$41K - $42K
|
113K
$5.95M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
792+ 0.89% |
$40.3K - $41.2K
|
90.1K
$4.72M
|