Purchases and Sales Made in Q2 2025 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 2025. 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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
815K+ 13.64% |
$41.6M - $43.4M
|
6.79M
$363M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
789K+ 13.78% |
$40.3M - $42M
|
6.51M
$348M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
240K+ 241.3% |
$12.3M - $12.8M
|
339K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
202K+ 32.88% |
$10.3M - $10.8M
|
818K
$43.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
177KNew |
$9.06M - $9.45M
|
177K
$9.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 12.31% |
$8.12M - $8.46M
|
1.45M
$77.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
149K+ 29.51% |
$7.63M - $7.96M
|
655K
$35M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 20.08% |
$5.69M - $5.93M
|
666K
$35.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104K+ 8.78% |
$5.3M - $5.53M
|
1.28M
$68.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
95.8K+ 16.17% |
$4.89M - $5.1M
|
688K
$36.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
79.2KNew |
$4.05M - $4.22M
|
79.2K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
70.3K+ 3.88% |
$3.59M - $3.75M
|
1.88M
$101M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
61.5K+ 53.53% |
$3.14M - $3.28M
|
176K
$9.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54.6K+ 27.74% |
$2.79M - $2.91M
|
251K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50.7KNew |
$2.59M - $2.7M
|
50.7K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50.6K+ 1093.35% |
$2.59M - $2.7M
|
55.3K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
48.2K+ 946.67% |
$2.46M - $2.57M
|
53.3K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
46.2K+ 6.99% |
$2.36M - $2.46M
|
707K
$37.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
44.7K+ 80.73% |
$2.28M - $2.38M
|
100K
$5.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
44.5K+ 55.75% |
$2.27M - $2.37M
|
124K
$6.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42K+ 42.4% |
$2.15M - $2.24M
|
141K
$7.54M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
37.7K+ 20.63% |
$1.93M - $2.01M
|
221K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
32.5KNew |
$1.66M - $1.73M
|
32.5K
$1.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
30.9K+ 6.26% |
$1.58M - $1.65M
|
525K
$28M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.8KNew |
$1.52M - $1.59M
|
29.8K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25K+ 16.71% |
$1.28M - $1.33M
|
174K
$9.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.5K+ 16.3% |
$1.25M - $1.31M
|
175K
$9.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 14.52% |
$1.2M - $1.25M
|
184K
$9.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 22.97% |
$1.17M - $1.22M
|
123K
$6.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.7K+ 1.48% |
$1.16M - $1.21M
|
1.56M
$83.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.5K+ 5.67% |
$1.15M - $1.2M
|
419K
$22.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20.8KNew |
$1.06M - $1.11M
|
20.8K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.6K+ 5.27% |
$949K - $990K
|
371K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.5K+ 11.44% |
$944K - $984K
|
180K
$9.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
17.2K+ 2.28% |
$880K - $918K
|
773K
$41.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.6K+ 5.94% |
$850K - $887K
|
297K
$15.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16.5K+ 9.53% |
$843K - $879K
|
190K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7KNew |
$750K - $782K
|
14.7K
$784K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
13.8K+ 5.45% |
$706K - $736K
|
267K
$14.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.8KNew |
$553K - $577K
|
10.8K
$579K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
10.1K+ 10.17% |
$514K - $536K
|
109K
$5.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.98KNew |
$510K - $532K
|
9.98K
$534K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.39K+ 23.94% |
$480K - $500K
|
48.6K
$2.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.23K+ 22.74% |
$471K - $492K
|
49.8K
$2.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.82KNew |
$451K - $470K
|
8.82K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.76K+ 9.72% |
$447K - $467K
|
98.8K
$5.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
8.56K+ 8.8% |
$437K - $456K
|
106K
$5.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.07K+ 7.3% |
$412K - $430K
|
119K
$6.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
8KNew |
$409K - $426K
|
8K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.29K+ 1.66% |
$373K - $389K
|
447K
$23.9M
|