Purchases and Sales Made in Q2 2024 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 2024. 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 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 21.74% |
$661K - $682K
|
74K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
13.2K+ 11.6% |
$659K - $680K
|
127K
$6.67M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.4K+ 7.07% |
$619K - $639K
|
187K
$9.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12.2K+ 6.4% |
$612K - $632K
|
204K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.2K+ 28.71% |
$612K - $632K
|
54.9K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.2K+ 251.0% |
$609K - $629K
|
17K
$896K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2KNew |
$609K - $629K
|
12.2K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12KNew |
$600K - $619K
|
12K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.9K+ 0.6% |
$594K - $613K
|
1.98M
$104M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.8KNew |
$588K - $607K
|
11.8K
$618K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$577K - $596K
|
11.5K
$607K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.4K+ 7.81% |
$572K - $590K
|
158K
$8.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.3K+ 64.25% |
$564K - $582K
|
28.8K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
11.1KNew |
$556K - $574K
|
11.1K
$585K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.7K+ 13.55% |
$533K - $550K
|
89.3K
$4.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.5K+ 5.03% |
$526K - $543K
|
219K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.4K+ 32.48% |
$523K - $539K
|
42.6K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.1KNew |
$506K - $522K
|
10.1K
$532K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 7.63% |
$501K - $517K
|
141K
$7.42M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.92KNew |
$496K - $512K
|
9.92K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.8K+ 89.17% |
$490K - $506K
|
20.8K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.78K+ 10.57% |
$489K - $505K
|
102K
$5.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.63K+ 8.56% |
$482K - $497K
|
122K
$6.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
9.52K+ 5.33% |
$476K - $492K
|
188K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.49KNew |
$474K - $490K
|
9.49K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.15KNew |
$458K - $472K
|
9.15K
$481K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.86K+ 2.53% |
$443K - $457K
|
359K
$18.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.75K+ 14.86% |
$438K - $452K
|
67.6K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.56K+ 81.96% |
$428K - $442K
|
19K
$999K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.17K+ 3.45% |
$409K - $422K
|
245K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7.98KNew |
$399K - $412K
|
7.98K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.7K+ 36.3% |
$385K - $398K
|
28.9K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
7.69K+ 2.63% |
$385K - $397K
|
301K
$15.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.68K+ 7.65% |
$384K - $396K
|
108K
$5.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.64K+ 8.25% |
$382K - $394K
|
100K
$5.27M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
7.47K+ 37.53% |
$373K - $385K
|
27.4K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.2K+ 1.52% |
$360K - $372K
|
481K
$25.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.2KNew |
$360K - $371K
|
7.2K
$378K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.05KNew |
$353K - $364K
|
7.05K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.92KNew |
$346K - $357K
|
6.92K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.77K+ 15.3% |
$339K - $350K
|
51K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.71K+ 5.6% |
$336K - $346K
|
126K
$6.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.62K+ 127.36% |
$331K - $342K
|
11.8K
$622K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.43K+ 2.22% |
$322K - $332K
|
296K
$15.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.41K+ 82.34% |
$320K - $331K
|
14.2K
$746K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6.4K+ 26.9% |
$320K - $330K
|
30.2K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6.28K+ 12.68% |
$314K - $324K
|
55.8K
$2.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.24K+ 7.0% |
$312K - $322K
|
95.3K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5.94KNew |
$297K - $307K
|
5.94K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.85K+ 8.65% |
$293K - $302K
|
73.5K
$3.86M
|