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 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.45K- 13.12% |
$123K - $126K
|
16.2K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.54K- 1.72% |
$127K - $131K
|
145K
$7.65M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.56K- 48.39% |
$128K - $132K
|
2.73K
$143K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.81K- 3.61% |
$140K - $145K
|
74.9K
$3.94M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.88K- 2.44% |
$144K - $148K
|
115K
$6.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.89K- 1.12% |
$145K - $149K
|
254K
$13.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-2.96K- 24.61% |
$148K - $153K
|
9.07K
$477K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.05K- 0.63% |
$153K - $158K
|
478K
$25.1M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.2K- 15.01% |
$160K - $165K
|
18.1K
$952K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-3.38K- 15.64% |
$169K - $174K
|
18.2K
$958K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.41K- 8.2% |
$171K - $176K
|
38.2K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.49K- 82.54% |
$175K - $180K
|
738
$38.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.66K- 7.56% |
$183K - $189K
|
44.7K
$2.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.69K- 9.49% |
$185K - $191K
|
35.2K
$1.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.72K- 12.52% |
$186K - $192K
|
26K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.73K- 64.09% |
$186K - $192K
|
2.09K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.93K- 4.89% |
$197K - $203K
|
76.5K
$4.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.22K- 7.27% |
$211K - $218K
|
53.7K
$2.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.49K- 35.23% |
$225K - $232K
|
8.26K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 1.93% |
$234K - $241K
|
238K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.69K- 14.96% |
$234K - $242K
|
26.6K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.69K- 15.72% |
$235K - $242K
|
25.2K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.7K- 3.72% |
$235K - $242K
|
122K
$6.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-5.05K- 9.95% |
$253K - $261K
|
45.7K
$2.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.12K- 9.14% |
$256K - $264K
|
50.9K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.39K- 19.94% |
$269K - $278K
|
21.6K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.78K- 79.16% |
$289K - $298K
|
1.52K
$80K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.84K- 26.55% |
$292K - $302K
|
16.2K
$850K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.97K- 27.09% |
$299K - $308K
|
16.1K
$845K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.17K- 4.66% |
$308K - $318K
|
126K
$6.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.21K- 10.69% |
$311K - $321K
|
51.9K
$2.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-7.24K- 28.52% |
$362K - $374K
|
18.1K
$954K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.85K- 94.01% |
$392K - $405K
|
500
$26.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-8.87K- 2.92% |
$443K - $458K
|
295K
$15.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-11.1K- 7.58% |
$554K - $572K
|
135K
$7.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 27.53% |
$603K - $623K
|
31.8K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-12.7K- 24.8% |
$635K - $656K
|
38.5K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 9.63% |
$646K - $667K
|
121K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 22.77% |
$724K - $747K
|
49.1K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.5K- 5.14% |
$774K - $799K
|
286K
$15M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-19.4K- 19.09% |
$969K - $1M
|
82.1K
$4.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-19.6K- 53.82% |
$982K - $1.01M
|
16.8K
$886K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20.1K- 8.16% |
$1.01M - $1.04M
|
227K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-21.3K- 1.83% |
$1.06M - $1.1M
|
1.14M
$60M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-22.8K- 17.45% |
$1.14M - $1.18M
|
108K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-29.3K- 2.3% |
$1.47M - $1.51M
|
1.25M
$65.6M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-30.7K- 28.05% |
$1.53M - $1.58M
|
78.7K
$4.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-32.7K- 6.17% |
$1.64M - $1.69M
|
498K
$26.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33K- 1.74% |
$1.65M - $1.7M
|
1.86M
$97.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-33.9K- 7.92% |
$1.7M - $1.75M
|
394K
$20.7M
|