Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
20.9K+ 415.57% |
$1.06M - $1.1M
|
25.9K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18.9KNew |
$960K - $996K
|
18.9K
$991K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.6K+ 17.53% |
$742K - $770K
|
97.9K
$5.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.87KNew |
$298K - $309K
|
5.87K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.79K+ 1.13% |
$193K - $200K
|
340K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.75K+ 3.35% |
$140K - $145K
|
84.8K
$4.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.43K+ 2.25% |
$123K - $128K
|
111K
$5.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.32K+ 116100.0% |
$118K - $122K
|
2.32K
$122K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.17K+ 3.34% |
$110K - $114K
|
67K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.88K+ 23.59% |
$95.6K - $99.1K
|
9.86K
$517K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
300+ 10.97% |
$15.2K - $15.8K
|
3.04K
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
115New |
$5.84K - $6.06K
|
115
$6.03K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
59+ 1.33% |
$3K - $3.11K
|
4.49K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
57+ 0.44% |
$2.9K - $3K
|
12.9K
$677K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
37+ 0.56% |
$1.88K - $1.95K
|
6.6K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-12- 0.26% |
$610 - $632
|
4.63K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-22- 0.09% |
$1.12K - $1.16K
|
23.4K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-89- 1.01% |
$4.52K - $4.69K
|
8.75K
$459K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-447- 1.63% |
$22.7K - $23.6K
|
27K
$1.42M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-780- 67.24% |
$39.6K - $41.1K
|
380
$19.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-797- 1.28% |
$40.5K - $42K
|
61.5K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.02K- 1.19% |
$51.9K - $53.9K
|
84.9K
$4.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.08K- 17.46% |
$106K - $110K
|
9.85K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-26.6K- 29.77% |
$1.35M - $1.4M
|
62.7K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-41.2K- 72.28% |
$2.09M - $2.17M
|
15.8K
$829K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-66.9K- 26.25% |
$3.4M - $3.53M
|
188K
$9.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.01M- 70.9% |
$51.2M - $53.1M
|
413K
$21.7M
|