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 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.09% |
$100 - $103
|
186
$9.58K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.97% |
$100 - $103
|
208
$10.7K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.15% |
$100 - $103
|
1.31K
$67.5K
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
1+ 0.02% |
$50.1 - $51.6
|
6.57K
$338K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.5% |
$50.1 - $51.6
|
41
$2.11K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$50.1 - $51.6
|
2.2K
$113K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 4.0% |
$50.1 - $51.6
|
26
$1.34K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.92% |
$50.1 - $51.6
|
110
$5.66K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.11% |
$100 - $103
|
1.77K
$91K
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-8- 0.05% |
$401 - $413
|
16K
$822K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8- 10.53% |
$401 - $413
|
68
$3.5K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-9- 0.03% |
$451 - $465
|
34.6K
$1.78M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-15- 0.21% |
$751 - $774
|
7K
$361K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 33.33% |
$1.25K - $1.29K
|
50
$2.57K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-25- 0.27% |
$1.25K - $1.29K
|
9.27K
$477K
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-36- 0.07% |
$1.8K - $1.86K
|
49.4K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62- 0.18% |
$3.11K - $3.2K
|
34K
$1.75M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-75- 2.16% |
$3.76K - $3.87K
|
3.39K
$175K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-80- 58.39% |
$4.01K - $4.13K
|
57
$2.93K
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-95- 0.89% |
$4.76K - $4.9K
|
10.6K
$547K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-95- 0.57% |
$4.76K - $4.9K
|
16.7K
$860K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 0.56% |
$5.16K - $5.32K
|
18.2K
$938K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-108- 3.24% |
$5.41K - $5.57K
|
3.23K
$166K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-130- 5.1% |
$6.51K - $6.71K
|
2.42K
$124K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-141- 0.97% |
$7.06K - $7.28K
|
14.4K
$741K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-155- 1.36% |
$7.76K - $8K
|
11.2K
$577K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-161- 1.85% |
$8.06K - $8.31K
|
8.56K
$441K
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-185- 0.22% |
$9.27K - $9.55K
|
83.2K
$4.28M
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-189- 3.14% |
$9.47K - $9.76K
|
5.84K
$301K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-190- 0.3% |
$9.52K - $9.81K
|
62.9K
$3.24M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 1.39% |
$9.62K - $9.91K
|
13.7K
$704K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-192- 1.39% |
$9.62K - $9.91K
|
13.7K
$704K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-198- 0.33% |
$9.92K - $10.2K
|
59.7K
$3.07M
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-200- 4.03% |
$10K - $10.3K
|
4.77K
$245K
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 2.93% |
$10K - $10.3K
|
6.63K
$341K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-212- 0.32% |
$10.6K - $10.9K
|
65.6K
$3.38M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-226- 4.66% |
$11.3K - $11.7K
|
4.62K
$238K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-230- 60.21% |
$11.5K - $11.9K
|
152
$7.83K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-246- 0.83% |
$12.3K - $12.7K
|
29.3K
$1.51M
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-273- 2.71% |
$13.7K - $14.1K
|
9.8K
$505K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-277- 5.98% |
$13.9K - $14.3K
|
4.35K
$224K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-279- 6.23% |
$14K - $14.4K
|
4.2K
$216K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-297- 10.09% |
$14.9K - $15.3K
|
2.65K
$136K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-320- 1.95% |
$16K - $16.5K
|
16.1K
$827K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-338- 0.41% |
$16.9K - $17.4K
|
82.6K
$4.25M
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-362- 1.83% |
$18.1K - $18.7K
|
19.4K
$998K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-373- 13.07% |
$18.7K - $19.3K
|
2.48K
$128K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-403- 0.99% |
$20.2K - $20.8K
|
40.1K
$2.07M
|