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 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
344New |
$17.2K - $17.8K
|
344
$17.7K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
315+ 8.75% |
$15.8K - $16.3K
|
3.92K
$202K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
305+ 4.83% |
$15.3K - $15.7K
|
6.62K
$341K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
295+ 0.31% |
$14.8K - $15.2K
|
94.7K
$4.88M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
294+ 6.33% |
$14.7K - $15.2K
|
4.94K
$254K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
294+ 6.33% |
$14.7K - $15.2K
|
4.94K
$254K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
290New |
$14.5K - $15K
|
290
$14.9K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
276+ 1.59% |
$13.8K - $14.2K
|
17.6K
$907K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
270+ 48.74% |
$13.5K - $13.9K
|
824
$42.4K
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
263+ 4.64% |
$13.2K - $13.6K
|
5.94K
$306K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
254+ 1.71% |
$12.7K - $13.1K
|
15.1K
$778K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
246New |
$12.3K - $12.7K
|
246
$12.7K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
244+ 0.96% |
$12.2K - $12.6K
|
25.6K
$1.32M
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
238+ 4.67% |
$11.9K - $12.3K
|
5.34K
$275K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
221+ 2.65% |
$11.1K - $11.4K
|
8.56K
$441K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
217+ 0.99% |
$10.9K - $11.2K
|
22.2K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
181+ 0.79% |
$9.07K - $9.34K
|
23.2K
$1.19M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
165+ 4.23% |
$8.26K - $8.52K
|
4.07K
$210K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
164+ 0.55% |
$8.21K - $8.47K
|
29.9K
$1.54M
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
152+ 0.89% |
$7.61K - $7.85K
|
17.2K
$887K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
145+ 8.27% |
$7.26K - $7.48K
|
1.9K
$97.8K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
140New |
$7.01K - $7.23K
|
140
$7.21K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
140+ 0.8% |
$7.01K - $7.23K
|
17.6K
$906K
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
139+ 1.0% |
$6.96K - $7.18K
|
14.1K
$723K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
122+ 111.93% |
$6.11K - $6.3K
|
231
$11.9K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
119New |
$5.96K - $6.14K
|
119
$6.13K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
117+ 260.0% |
$5.86K - $6.04K
|
162
$8.34K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
117+ 46.8% |
$5.86K - $6.04K
|
367
$18.9K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
103+ 158.46% |
$5.16K - $5.32K
|
168
$8.65K
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
98+ 2.09% |
$4.91K - $5.06K
|
4.79K
$246K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
97+ 1.51% |
$4.86K - $5.01K
|
6.51K
$335K
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
96+ 13.08% |
$4.81K - $4.96K
|
830
$42.7K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
80+ 1.09% |
$4.01K - $4.13K
|
7.43K
$383K
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
80+ 1.79% |
$4.01K - $4.13K
|
4.56K
$235K
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
68+ 1.63% |
$3.41K - $3.51K
|
4.24K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
63+ 1.46% |
$3.16K - $3.25K
|
4.37K
$225K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
53+ 0.72% |
$2.65K - $2.74K
|
7.42K
$382K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
52+ 0.53% |
$2.6K - $2.68K
|
9.86K
$507K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
34+ 45.33% |
$1.7K - $1.76K
|
109
$5.61K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
33+ 11.83% |
$1.65K - $1.7K
|
312
$16.1K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31New |
$1.55K - $1.6K
|
31
$1.6K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29+ 0.69% |
$1.45K - $1.5K
|
4.26K
$219K
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
21+ 0.12% |
$1.05K - $1.08K
|
18K
$926K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
21+ 0.26% |
$1.05K - $1.08K
|
8.22K
$423K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20New |
$1K - $1.03K
|
20
$1.03K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.79% |
$1K - $1.03K
|
2.56K
$132K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
17+ 0.1% |
$852 - $878
|
16.5K
$849K
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.17% |
$852 - $878
|
10K
$517K
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10+ 0.09% |
$501 - $516
|
11.7K
$600K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.88% |
$200 - $206
|
456
$23.5K
|