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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.35K+ 2.56% |
$118K - $121K
|
94.3K
$4.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.3K+ 7.08% |
$115K - $119K
|
34.8K
$1.79M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.3K+ 7.08% |
$115K - $119K
|
34.8K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.2K+ 5.83% |
$110K - $113K
|
39.8K
$2.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
2.04K+ 3.58% |
$102K - $105K
|
58.8K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.02K+ 13.7% |
$101K - $104K
|
16.7K
$861K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.91K+ 3.28% |
$95.4K - $98.3K
|
60K
$3.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$87.1K - $89.7K
|
1.74K
$89.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.67K+ 2.13% |
$83.7K - $86.3K
|
80K
$4.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.6K+ 5.22% |
$80.2K - $82.6K
|
32.3K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.58KNew |
$79.1K - $81.6K
|
1.58K
$81.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.51K+ 2.01% |
$75.4K - $77.7K
|
76.4K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.49KNew |
$74.5K - $76.8K
|
1.49K
$76.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.47K+ 1.5% |
$73.5K - $75.7K
|
99.5K
$5.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
1.35K+ 3.05% |
$67.6K - $69.6K
|
45.5K
$2.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 7.89% |
$64.6K - $66.5K
|
17.6K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.29K+ 8.67% |
$64.4K - $66.3K
|
16.1K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 2.3% |
$62.3K - $64.2K
|
55.3K
$2.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.18K+ 9.73% |
$59.2K - $61K
|
13.3K
$686K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.14K+ 2.43% |
$57.2K - $59K
|
48.1K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.12K+ 1.83% |
$56.3K - $58K
|
62.4K
$3.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 5.88% |
$56.3K - $58K
|
20.2K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 1.53% |
$53.2K - $54.8K
|
70.3K
$3.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.01K+ 19.85% |
$50.6K - $52.1K
|
6.1K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.01K+ 1.64% |
$50.5K - $52.1K
|
62.7K
$3.23M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.01K+ 6.26% |
$50.3K - $51.9K
|
17.1K
$878K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
971+ 13.91% |
$48.6K - $50.1K
|
7.95K
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
966+ 15.6% |
$48.4K - $49.9K
|
7.16K
$369K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
921+ 28.84% |
$46.1K - $47.5K
|
4.12K
$212K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
921New |
$46.1K - $47.5K
|
921
$47.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
902+ 3.63% |
$45.2K - $46.6K
|
25.7K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
762+ 3.16% |
$38.2K - $39.3K
|
24.9K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
720+ 1.26% |
$36.1K - $37.2K
|
57.7K
$2.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
655+ 125.72% |
$32.8K - $33.8K
|
1.18K
$60.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
650+ 4.94% |
$32.6K - $33.6K
|
13.8K
$711K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
607+ 2.42% |
$30.4K - $31.3K
|
25.7K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
554New |
$27.7K - $28.6K
|
554
$28.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
535+ 0.84% |
$26.8K - $27.6K
|
64.1K
$3.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
530+ 30.6% |
$26.5K - $27.4K
|
2.26K
$116K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
500+ 3.74% |
$25K - $25.8K
|
13.9K
$714K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
493+ 144.15% |
$24.7K - $25.4K
|
835
$43K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
470+ 135.45% |
$23.5K - $24.3K
|
817
$42.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
470+ 135.45% |
$23.5K - $24.3K
|
817
$42.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
435New |
$21.8K - $22.5K
|
435
$22.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
433+ 3.67% |
$21.7K - $22.4K
|
12.2K
$630K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
397+ 8.81% |
$19.9K - $20.5K
|
4.9K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
392+ 0.34% |
$19.6K - $20.2K
|
117K
$6.01M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
380New |
$19K - $19.6K
|
380
$19.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
363New |
$18.2K - $18.7K
|
363
$18.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
350+ 0.65% |
$17.5K - $18.1K
|
54.1K
$2.79M
|