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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.47K- 8.26% |
$278K - $285K
|
60.8K
$3.19M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.75K- 18.48% |
$292K - $300K
|
25.4K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.68K- 52.43% |
$339K - $348K
|
6.06K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.61K- 28.95% |
$387K - $396K
|
18.7K
$980K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.85K- 5.85% |
$399K - $409K
|
126K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8K- 18.4% |
$407K - $417K
|
35.5K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.13K- 6.44% |
$413K - $423K
|
118K
$6.19M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.2K- 5.31% |
$417K - $427K
|
146K
$7.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.35K- 7.6% |
$424K - $435K
|
102K
$5.33M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
SELL
|
- |
-8.48K- 0.26% |
$431K - $442K
|
3.28M
$172M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.59K- 46.3% |
$436K - $447K
|
9.96K
$522K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-8.6K- 93.6% |
$437K - $448K
|
588
$30.8K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.94K- 21.75% |
$455K - $466K
|
32.2K
$1.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.64K- 29.03% |
$490K - $502K
|
23.6K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 10.05% |
$638K - $654K
|
112K
$5.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 1.27% |
$704K - $721K
|
1.08M
$56.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-14.7K- 53.7% |
$749K - $768K
|
12.7K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14.8K- 10.21% |
$750K - $769K
|
130K
$6.81M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-14.8K- 27.58% |
$753K - $772K
|
38.9K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-14.9K- 29.39% |
$757K - $776K
|
35.8K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.2K- 43.24% |
$771K - $790K
|
19.9K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.2K- 11.03% |
$774K - $793K
|
123K
$6.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15.3K- 36.13% |
$776K - $795K
|
27K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-16.7K- 20.36% |
$847K - $867K
|
65.2K
$3.42M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 12.21% |
$847K - $868K
|
120K
$6.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-17.6K- 3.94% |
$893K - $914K
|
428K
$22.5M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.7K- 11.14% |
$899K - $921K
|
141K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18K- 71.16% |
$916K - $939K
|
7.3K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.3K- 3.93% |
$980K - $1M
|
471K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-20K- 80.0% |
$1.02M - $1.04M
|
5K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-20.5K- 11.4% |
$1.04M - $1.07M
|
160K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.2K- 13.37% |
$1.08M - $1.11M
|
138K
$7.22M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-23K- 19.14% |
$1.17M - $1.2M
|
97.2K
$5.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.9K- 32.1% |
$1.21M - $1.24M
|
50.5K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.1K- 0.52% |
$1.23M - $1.26M
|
4.58M
$240M
|
|
|
May 14, 2024
Q1 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-24.6K- 50.0% |
$1.25M - $1.28M
|
24.6K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-32.3K- 9.6% |
$1.64M - $1.68M
|
304K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-32.4K- 9.71% |
$1.65M - $1.69M
|
301K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-37K- 6.51% |
$1.88M - $1.93M
|
531K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-51.5K- 54.13% |
$2.62M - $2.68M
|
43.7K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77.1K- 3.77% |
$3.92M - $4.02M
|
1.97M
$103M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-83.4K- 9.6% |
$4.24M - $4.34M
|
786K
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.6K- 95.38% |
$4.76M - $4.88M
|
4.54K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-103K- 2.58% |
$5.23M - $5.36M
|
3.88M
$204M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120K- 4.3% |
$6.11M - $6.26M
|
2.68M
$141M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-129K- 3.78% |
$6.56M - $6.72M
|
3.28M
$172M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-192K- 84.04% |
$9.76M - $10M
|
36.5K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-195K- 79.22% |
$9.92M - $10.2M
|
51.2K
$2.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-208K- 16.89% |
$10.6M - $10.8M
|
1.02M
$53.7M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-224K- 67.2% |
$11.4M - $11.7M
|
109K
$5.74M
|