Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9.06KNew |
$440K - $460K
|
9.06K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.8K+ 3.36% |
$428K - $447K
|
270K
$13.9M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.66KNew |
$420K - $440K
|
8.66K
$446K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.64K+ 1582.42% |
$420K - $439K
|
9.19K
$473K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.63K+ 9.9% |
$419K - $439K
|
95.9K
$4.94M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.47K+ 4.13% |
$411K - $430K
|
213K
$11M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8.28K+ 45.64% |
$402K - $421K
|
26.4K
$1.36M
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
7.94KNew |
$386K - $404K
|
7.94K
$409K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.69K+ 41.03% |
$373K - $391K
|
26.4K
$1.36M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.22K+ 19.65% |
$351K - $367K
|
44K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.94K+ 5.6% |
$337K - $352K
|
131K
$6.73M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.73K+ 40.23% |
$327K - $342K
|
23.5K
$1.21M
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.71K+ 4.8% |
$326K - $341K
|
146K
$7.53M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.62K+ 2.65% |
$321K - $336K
|
256K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.58K+ 7.08% |
$320K - $334K
|
99.5K
$5.12M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.48KNew |
$315K - $329K
|
6.48K
$334K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.48K+ 106.23% |
$315K - $329K
|
12.6K
$648K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.47KNew |
$314K - $329K
|
6.47K
$333K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
6.17K+ 10.49% |
$300K - $313K
|
65K
$3.35M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.83KNew |
$283K - $296K
|
5.83K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
5.81K+ 5.83% |
$282K - $295K
|
105K
$5.42M
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5.75K+ 2122.14% |
$279K - $292K
|
6.02K
$310K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.75KNew |
$279K - $292K
|
5.75K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.73KNew |
$278K - $291K
|
5.73K
$295K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.67K+ 800.14% |
$275K - $288K
|
6.37K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.38K+ 4.49% |
$261K - $273K
|
125K
$6.45M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.34KNew |
$259K - $271K
|
5.34K
$275K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.25KNew |
$255K - $267K
|
5.25K
$270K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.18KNew |
$252K - $263K
|
5.18K
$267K
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.01K+ 2.44% |
$244K - $255K
|
210K
$10.8M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.99KNew |
$242K - $254K
|
4.99K
$257K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
4.88KNew |
$237K - $248K
|
4.88K
$251K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.79KNew |
$233K - $244K
|
4.79K
$247K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.7KNew |
$228K - $239K
|
4.7K
$242K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68KNew |
$227K - $238K
|
4.68K
$241K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
4.67KNew |
$227K - $237K
|
4.67K
$241K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.65KNew |
$226K - $236K
|
4.65K
$239K
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.57KNew |
$222K - $232K
|
4.57K
$235K
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.51KNew |
$219K - $229K
|
4.51K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4.41K+ 2.64% |
$214K - $224K
|
171K
$8.82M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.21KNew |
$204K - $214K
|
4.21K
$217K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.18KNew |
$203K - $213K
|
4.18K
$215K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.15KNew |
$201K - $211K
|
4.15K
$214K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.05K+ 190.42% |
$197K - $206K
|
6.18K
$318K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.03K+ 92.3% |
$196K - $205K
|
8.39K
$432K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.71K+ 9.15% |
$180K - $189K
|
44.3K
$2.28M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.62K+ 19.13% |
$176K - $184K
|
22.5K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.53K+ 24.1% |
$172K - $180K
|
18.2K
$937K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.42K+ 39.89% |
$166K - $174K
|
12K
$617K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.41K+ 1.79% |
$166K - $173K
|
194K
$9.98M
|