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 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
11.1K+ 3.32% |
$563K - $584K
|
345K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10.8K+ 30.65% |
$549K - $569K
|
46K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 6.32% |
$532K - $552K
|
176K
$9.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.3K+ 21.11% |
$525K - $545K
|
59.3K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.3K+ 0.57% |
$523K - $543K
|
1.81M
$95.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
9.65K+ 1.29% |
$490K - $509K
|
756K
$39.7M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.44K+ 29.82% |
$480K - $498K
|
41.1K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.32K+ 31.17% |
$473K - $491K
|
39.2K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
9.03K+ 69.58% |
$459K - $476K
|
22K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.77K+ 41.0% |
$446K - $462K
|
30.2K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
8.24K+ 7.35% |
$419K - $434K
|
120K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
7.97KNew |
$405K - $420K
|
7.97K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
7.79KNew |
$396K - $410K
|
7.79K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.78K+ 207.57% |
$396K - $410K
|
11.5K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76K+ 30.57% |
$394K - $409K
|
33.1K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
7.67KNew |
$390K - $404K
|
7.67K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.53K+ 5.19% |
$383K - $397K
|
153K
$8.01M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.48K+ 4.26% |
$380K - $394K
|
183K
$9.61M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.47K+ 3.95% |
$380K - $394K
|
197K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.26K+ 10.06% |
$369K - $383K
|
79.5K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.16KNew |
$364K - $377K
|
7.16K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.95KNew |
$353K - $366K
|
6.95K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.94K+ 3.77% |
$353K - $366K
|
191K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
6.93K+ 125.05% |
$352K - $365K
|
12.5K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.87KNew |
$349K - $362K
|
6.87K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.65K+ 2.65% |
$338K - $350K
|
257K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.63K+ 215.18% |
$337K - $350K
|
9.71K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.45K+ 44.88% |
$328K - $340K
|
20.8K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.43K+ 3.1% |
$327K - $339K
|
214K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.34KNew |
$322K - $334K
|
6.34K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.17KNew |
$314K - $325K
|
6.17K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.05K+ 7.31% |
$308K - $319K
|
88.8K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.87KNew |
$298K - $309K
|
5.87K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.58KNew |
$283K - $294K
|
5.58K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.31K+ 118.47% |
$270K - $280K
|
9.79K
$514K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.3KNew |
$269K - $279K
|
5.3K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
5.2K+ 1.47% |
$264K - $274K
|
360K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.12K+ 14.7% |
$260K - $270K
|
39.9K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.06K+ 20.49% |
$257K - $267K
|
29.8K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.58KNew |
$233K - $242K
|
4.58K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.57KNew |
$232K - $241K
|
4.57K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.42K+ 3.03% |
$225K - $233K
|
150K
$7.9M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.34K+ 22.08% |
$220K - $228K
|
24K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.32K+ 5.22% |
$219K - $228K
|
87.1K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.1KNew |
$208K - $216K
|
4.1K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.04KNew |
$205K - $213K
|
4.04K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4K+ 15.14% |
$203K - $211K
|
30.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
4KNew |
$203K - $211K
|
4K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.85K+ 56.85% |
$196K - $203K
|
10.6K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$195K - $202K
|
3.83K
$201K
|