Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
8.83K+ 13.7% |
$442K - $456K
|
73.3K
$3.77M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.69K+ 4.42% |
$435K - $448K
|
205K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.64K+ 153.07% |
$433K - $446K
|
14.3K
$735K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
8.31K+ 11.6% |
$416K - $429K
|
79.9K
$4.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7.48K+ 23.06% |
$375K - $386K
|
39.9K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.46KNew |
$374K - $385K
|
7.46K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.36K+ 124.14% |
$369K - $380K
|
13.3K
$685K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.05K+ 8.32% |
$353K - $364K
|
91.8K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6.6K+ 162.18% |
$330K - $340K
|
10.7K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.56K+ 66.48% |
$329K - $339K
|
16.4K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.35K+ 160.13% |
$318K - $328K
|
10.3K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.31K+ 2.47% |
$316K - $326K
|
262K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.19K+ 36.05% |
$310K - $319K
|
23.4K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6KNew |
$301K - $310K
|
6K
$309K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.78KNew |
$289K - $298K
|
5.78K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.4K+ 67.5% |
$270K - $279K
|
13.4K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.35KNew |
$268K - $276K
|
5.35K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.35KNew |
$268K - $276K
|
5.35K
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.33K+ 6.51% |
$267K - $275K
|
87.2K
$4.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.23K+ 91.96% |
$262K - $270K
|
10.9K
$562K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.19K+ 19.15% |
$260K - $268K
|
32.3K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
5.09KNew |
$255K - $263K
|
5.09K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.84K+ 6.51% |
$242K - $250K
|
79.2K
$4.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.82K+ 114.24% |
$241K - $249K
|
9.04K
$466K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.71KNew |
$236K - $243K
|
4.71K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 112.96% |
$231K - $238K
|
8.71K
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.59K+ 0.35% |
$230K - $237K
|
1.33M
$68.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.56K+ 32.18% |
$228K - $235K
|
18.7K
$964K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.32KNew |
$216K - $223K
|
4.32K
$222K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
4.31KNew |
$216K - $223K
|
4.31K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.28KNew |
$214K - $221K
|
4.28K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.21KNew |
$211K - $217K
|
4.21K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.12KNew |
$206K - $212K
|
4.12K
$212K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.1KNew |
$205K - $212K
|
4.1K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4KNew |
$200K - $206K
|
4K
$206K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.86K+ 30.68% |
$193K - $199K
|
16.4K
$846K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.77K+ 42.61% |
$189K - $195K
|
12.6K
$650K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.73K+ 10.16% |
$187K - $192K
|
40.4K
$2.08M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.73KNew |
$187K - $192K
|
3.73K
$192K
|
|
|
Aug 09, 2023
Q2 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
3.64K+ 5.59% |
$182K - $188K
|
68.8K
$3.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.4K+ 31.57% |
$170K - $176K
|
14.2K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
3.38K+ 36.9% |
$169K - $175K
|
12.5K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.37K+ 22.35% |
$169K - $174K
|
18.4K
$949K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 13.38% |
$162K - $166K
|
27.3K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.2K+ 3.45% |
$160K - $165K
|
96.1K
$4.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
3.08K+ 3.23% |
$154K - $159K
|
98.4K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.07K+ 1.32% |
$154K - $159K
|
235K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
2.98K+ 3.31% |
$149K - $154K
|
93K
$4.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.47K+ 14.72% |
$124K - $128K
|
19.3K
$991K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.37KNew |
$119K - $122K
|
2.37K
$122K
|