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 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
501+ 18.28% |
$24.3K - $25.5K
|
3.24K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
496New |
$24.1K - $25.2K
|
496
$25.5K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
472+ 3.55% |
$22.9K - $24K
|
13.8K
$709K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
468+ 1.29% |
$22.7K - $23.8K
|
36.6K
$1.89M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
446+ 282.28% |
$21.7K - $22.7K
|
604
$31.1K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
423+ 24.34% |
$20.5K - $21.5K
|
2.16K
$111K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
422+ 23.88% |
$20.5K - $21.4K
|
2.19K
$113K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
422+ 0.51% |
$20.5K - $21.4K
|
83K
$4.28M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
389+ 9.13% |
$18.9K - $19.8K
|
4.65K
$239K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
389+ 15.18% |
$18.9K - $19.8K
|
2.95K
$152K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
386+ 167.1% |
$18.7K - $19.6K
|
617
$31.8K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
354New |
$17.2K - $18K
|
354
$18.2K
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
324+ 3.22% |
$15.7K - $16.5K
|
10.4K
$534K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
305+ 2.02% |
$14.8K - $15.5K
|
15.4K
$794K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
290+ 66.67% |
$14.1K - $14.7K
|
725
$37.3K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
195+ 0.71% |
$9.47K - $9.91K
|
27.5K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
192+ 0.83% |
$9.33K - $9.76K
|
23.4K
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
190+ 4.17% |
$9.23K - $9.66K
|
4.75K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
177+ 0.59% |
$8.6K - $9K
|
30.1K
$1.55M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
176+ 0.19% |
$8.55K - $8.94K
|
94.9K
$4.89M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
172+ 3.9% |
$8.35K - $8.74K
|
4.59K
$236K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
164New |
$7.97K - $8.33K
|
164
$8.44K
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
159+ 1.62% |
$7.72K - $8.08K
|
9.96K
$513K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
145+ 2.51% |
$7.04K - $7.37K
|
5.92K
$305K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
112New |
$5.44K - $5.69K
|
112
$5.77K
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
110+ 2.16% |
$5.34K - $5.59K
|
5.2K
$268K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
109New |
$5.29K - $5.54K
|
109
$5.61K
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
106+ 1.0% |
$5.15K - $5.39K
|
10.7K
$553K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
105+ 60.34% |
$5.1K - $5.34K
|
279
$14.4K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
95New |
$4.61K - $4.83K
|
95
$4.89K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
87+ 1.63% |
$4.23K - $4.42K
|
5.42K
$279K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
82+ 0.44% |
$3.98K - $4.17K
|
18.5K
$954K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
71+ 0.73% |
$3.45K - $3.61K
|
9.85K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 9.6% |
$3.4K - $3.56K
|
799
$41.1K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 1.46% |
$2.67K - $2.8K
|
3.82K
$197K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
53+ 0.7% |
$2.57K - $2.69K
|
7.6K
$391K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
28New |
$1.36K - $1.42K
|
28
$1.44K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.73% |
$874 - $915
|
2.5K
$129K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
16+ 0.08% |
$777 - $813
|
21.3K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.2% |
$486 - $508
|
5K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10+ 0.21% |
$486 - $508
|
4.8K
$247K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
9+ 0.11% |
$437 - $457
|
8.23K
$424K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.6% |
$243 - $254
|
840
$43.3K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.88% |
$194 - $203
|
460
$23.7K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.15% |
$97.1 - $102
|
1.31K
$67.6K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.64% |
$97.1 - $102
|
314
$16.2K
|
|
Oct 16, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1- 0.02% |
$48.6 - $50.8
|
4.31K
$222K
|