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 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.77K- 20.83% |
$489K - $504K
|
37.1K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.1K- 1.26% |
$508K - $523K
|
792K
$40.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 9.87% |
$510K - $525K
|
92.9K
$4.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-11.1K- 40.22% |
$556K - $573K
|
16.5K
$850K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 26.51% |
$593K - $611K
|
32.8K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11.9K- 17.77% |
$596K - $614K
|
55.1K
$2.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-14.1K- 7.24% |
$705K - $726K
|
180K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.5K- 24.72% |
$774K - $798K
|
47.1K
$2.42M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.6K- 76.85% |
$783K - $807K
|
4.71K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-15.7K- 7.93% |
$786K - $810K
|
182K
$9.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
SELL
|
- |
-15.7K- 0.48% |
$788K - $812K
|
3.26M
$168M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-17.4K- 47.55% |
$869K - $896K
|
19.1K
$986K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-17.4K- 4.64% |
$873K - $899K
|
358K
$18.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.7K- 72.8% |
$886K - $913K
|
6.61K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-21.5K- 57.55% |
$1.08M - $1.11M
|
15.9K
$818K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-25.8K- 8.13% |
$1.29M - $1.33M
|
291K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.5K- 20.48% |
$1.43M - $1.47M
|
111K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30K- 79.37% |
$1.5M - $1.55M
|
7.8K
$402K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-32.7K- 2.72% |
$1.64M - $1.69M
|
1.17M
$60.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-37.6K- 42.89% |
$1.88M - $1.94M
|
50.1K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-44.9K- 9.42% |
$2.25M - $2.32M
|
431K
$22.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-45K- 33.31% |
$2.25M - $2.32M
|
90.1K
$4.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-50K- 13.64% |
$2.5M - $2.58M
|
316K
$16.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-55.6K- 54.96% |
$2.78M - $2.87M
|
45.5K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69.7K- 3.56% |
$3.49M - $3.6M
|
1.89M
$97.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-72.5K- 6.81% |
$3.63M - $3.74M
|
992K
$51.1M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-78K- 29.53% |
$3.9M - $4.02M
|
186K
$9.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-84.4K- 85.66% |
$4.23M - $4.36M
|
14.1K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-95.4K- 33.37% |
$4.78M - $4.92M
|
191K
$9.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-96.6K- 5.87% |
$4.84M - $4.99M
|
1.55M
$79.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 20.87% |
$5.27M - $5.43M
|
399K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 4.38% |
$6.45M - $6.64M
|
2.81M
$145M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-133K- 2.48% |
$6.68M - $6.89M
|
5.25M
$270M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-200K- 23.17% |
$10M - $10.3M
|
662K
$34.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-294K- 5.72% |
$14.7M - $15.2M
|
4.84M
$249M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-294K- 5.72% |
$14.7M - $15.2M
|
4.84M
$249M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-467K- 19.07% |
$23.4M - $24.1M
|
1.98M
$102M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.06M- 97.01% |
$53.2M - $54.8M
|
32.8K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.85M- 57.77% |
$243M - $250M
|
3.54M
$182M
|