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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.03K+ 1.18% |
$102K - $105K
|
175K
$9.17M
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.96K+ 8.93% |
$98K - $101K
|
23.9K
$1.25M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.91K+ 10.76% |
$95.5K - $98.6K
|
19.7K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 56.03% |
$93.4K - $96.4K
|
5.2K
$273K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 3.09% |
$93.1K - $96.1K
|
62.1K
$3.26M
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.81K+ 2.12% |
$90.7K - $93.6K
|
87.2K
$4.57M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.77K+ 6.19% |
$88.3K - $91.1K
|
30.3K
$1.59M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 33.76% |
$86.4K - $89.1K
|
6.84K
$359K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.71K+ 11400.0% |
$85.5K - $88.3K
|
1.73K
$90.5K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.6K+ 29.04% |
$80K - $82.5K
|
7.11K
$373K
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.56K+ 12.6% |
$77.8K - $80.3K
|
13.9K
$730K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.51K+ 0.95% |
$75.7K - $78.1K
|
161K
$8.46M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.45K+ 10.66% |
$72.4K - $74.7K
|
15K
$788K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.35K+ 2.19% |
$67.7K - $69.9K
|
63.1K
$3.31M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.31K+ 0.93% |
$65.7K - $67.8K
|
142K
$7.46M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.25K+ 9.94% |
$62.5K - $64.5K
|
13.8K
$724K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 26.24% |
$60.8K - $62.7K
|
5.85K
$307K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.21KNew |
$60.6K - $62.6K
|
1.21K
$63.6K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19K+ 57.29% |
$59.3K - $61.2K
|
3.26K
$171K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.1K+ 3.09% |
$54.9K - $56.7K
|
36.6K
$1.92M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$54K - $55.7K
|
1.08K
$56.6K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.03K+ 16.7% |
$51.3K - $52.9K
|
7.16K
$376K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 318.41% |
$50.2K - $51.8K
|
1.32K
$69.1K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 0.32% |
$50K - $51.6K
|
311K
$16.3M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
934+ 12.02% |
$46.7K - $48.2K
|
8.71K
$457K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
900+ 1.46% |
$45K - $46.5K
|
62.5K
$3.28M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
855+ 18.77% |
$42.8K - $44.1K
|
5.41K
$284K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
818+ 21.81% |
$40.9K - $42.2K
|
4.57K
$240K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
776New |
$38.8K - $40.1K
|
776
$40.7K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
715+ 2.01% |
$35.8K - $36.9K
|
36.2K
$1.9M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
700+ 13.73% |
$35K - $36.1K
|
5.8K
$304K
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
699+ 2.26% |
$35K - $36.1K
|
31.6K
$1.66M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
686New |
$34.3K - $35.4K
|
686
$36K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
588+ 4.86% |
$29.4K - $30.4K
|
12.7K
$666K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
581+ 29.18% |
$29.1K - $30K
|
2.57K
$135K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
455New |
$22.8K - $23.5K
|
455
$23.9K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
448+ 9.02% |
$22.4K - $23.1K
|
5.41K
$284K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
429New |
$21.5K - $22.1K
|
429
$22.5K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
425+ 9.2% |
$21.3K - $21.9K
|
5.05K
$265K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
399+ 8.76% |
$20K - $20.6K
|
4.96K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
368+ 5.55% |
$18.4K - $19K
|
7K
$367K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
367+ 6.41% |
$18.4K - $18.9K
|
6.1K
$320K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
367+ 6.41% |
$18.4K - $18.9K
|
6.1K
$320K
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
BUY
|
- |
348New |
$17.4K - $18K
|
348
$18.3K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
326+ 0.98% |
$16.3K - $16.8K
|
33.6K
$1.76M
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
289New |
$14.5K - $14.9K
|
289
$15.2K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
285+ 12.49% |
$14.3K - $14.7K
|
2.57K
$135K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
279+ 2.84% |
$14K - $14.4K
|
10.1K
$531K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
259New |
$13K - $13.4K
|
259
$13.6K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250+ 390.63% |
$12.5K - $12.9K
|
314
$16.5K
|