Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58- 0.68% |
$3.48K - $3.55K
|
8.46K
$436K
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-58Closed |
$3.48K - $3.55K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-74- 0.85% |
$4.44K - $4.53K
|
8.6K
$444K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-76Closed |
$4.56K - $4.65K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-83- 1.28% |
$4.98K - $5.08K
|
6.42K
$331K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-99- 33.0% |
$5.95K - $6.05K
|
201
$10.4K
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.34% |
$6.01K - $6.12K
|
29.5K
$1.52M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-105- 0.18% |
$6.31K - $6.42K
|
57.5K
$2.97M
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-105Closed |
$6.31K - $6.42K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-110- 1.86% |
$6.61K - $6.73K
|
5.79K
$299K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-112- 0.5% |
$6.73K - $6.85K
|
22.3K
$1.15M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-115- 0.13% |
$6.91K - $7.03K
|
91.7K
$4.73M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-128- 0.38% |
$7.69K - $7.83K
|
33.9K
$1.75M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-130- 1.85% |
$7.81K - $7.95K
|
6.91K
$356K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-156- 2.79% |
$9.37K - $9.54K
|
5.43K
$280K
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 0.18% |
$10.5K - $10.6K
|
94.8K
$4.89M
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-182- 0.59% |
$10.9K - $11.1K
|
30.8K
$1.59M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200Closed |
$12K - $12.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-202- 4.95% |
$12.1K - $12.4K
|
3.88K
$200K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-220Closed |
$13.2K - $13.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-220Closed |
$13.2K - $13.5K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-232- 3.81% |
$13.9K - $14.2K
|
5.86K
$303K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-233- 1.27% |
$14K - $14.3K
|
18K
$931K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-238- 1.68% |
$14.3K - $14.6K
|
13.9K
$718K
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-241- 0.71% |
$14.5K - $14.7K
|
33.5K
$1.73M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-265- 2.18% |
$15.9K - $16.2K
|
11.9K
$613K
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-286- 0.94% |
$17.2K - $17.5K
|
30.3K
$1.56M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-289- 4.33% |
$17.4K - $17.7K
|
6.38K
$329K
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-294- 0.73% |
$17.7K - $18K
|
39.8K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-302- 7.18% |
$18.1K - $18.5K
|
3.91K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-310- 10.73% |
$18.6K - $19K
|
2.58K
$133K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-325- 3.92% |
$19.5K - $19.9K
|
7.97K
$411K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-338Closed |
$20.3K - $20.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-341- 67.39% |
$20.5K - $20.9K
|
165
$8.51K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-356- 1.83% |
$21.4K - $21.8K
|
19.1K
$988K
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-400- 7.8% |
$24K - $24.5K
|
4.73K
$244K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-415- 0.05% |
$24.9K - $25.4K
|
903K
$46.6M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-423- 4.45% |
$25.4K - $25.9K
|
9.07K
$468K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-495- 5.83% |
$29.7K - $30.3K
|
7.99K
$412K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-518Closed |
$31.1K - $31.7K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-519- 1.88% |
$31.2K - $31.7K
|
27.1K
$1.4M
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-540- 0.7% |
$32.4K - $33K
|
77K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-542- 4.79% |
$32.6K - $33.1K
|
10.8K
$556K
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-547Closed |
$32.9K - $33.5K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-616- 0.18% |
$37K - $37.7K
|
339K
$17.5M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-624- 61.48% |
$37.5K - $38.2K
|
391
$20.2K
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-650- 2.53% |
$39K - $39.8K
|
25.1K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-661- 7.15% |
$39.7K - $40.4K
|
8.59K
$443K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-661- 7.15% |
$39.7K - $40.4K
|
8.59K
$443K
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-681- 12.23% |
$40.9K - $41.6K
|
4.89K
$252K
|