Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-21.1K- 5.05% |
$990K - $1.07M
|
396K
$20.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-21.3K- 57.59% |
$1M - $1.08M
|
15.7K
$826K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-21.7K- 6.72% |
$1.02M - $1.1M
|
301K
$15.8M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-23.4K- 11.67% |
$1.1M - $1.19M
|
177K
$9.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-23.5K- 38.3% |
$1.11M - $1.2M
|
37.9K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-28.2K- 9.64% |
$1.32M - $1.43M
|
264K
$13.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-28.4K- 22.91% |
$1.34M - $1.45M
|
95.7K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-29.3K- 24.91% |
$1.38M - $1.49M
|
88.4K
$4.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.3K- 30.14% |
$1.38M - $1.49M
|
68K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-35.5K- 27.11% |
$1.67M - $1.81M
|
95.5K
$5.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-37.3K- 21.64% |
$1.75M - $1.9M
|
135K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-39.7K- 52.9% |
$1.87M - $2.02M
|
35.4K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-43.7K- 70.72% |
$2.05M - $2.22M
|
18.1K
$951K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.4K- 34.09% |
$2.28M - $2.46M
|
93.6K
$4.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-49.9K- 6.77% |
$2.35M - $2.54M
|
687K
$36.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.6K- 16.16% |
$2.38M - $2.57M
|
262K
$13.8M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-50.9K- 23.32% |
$2.39M - $2.59M
|
167K
$8.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-56.6K- 39.16% |
$2.66M - $2.88M
|
88K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-64K- 3.91% |
$3.01M - $3.25M
|
1.57M
$82.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-65.3K- 12.46% |
$3.07M - $3.32M
|
459K
$24.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-65.6K- 86.74% |
$3.08M - $3.34M
|
10K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-71.5K- 2.92% |
$3.36M - $3.64M
|
2.38M
$125M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-74.7K- 7.88% |
$3.51M - $3.79M
|
873K
$45.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-93.7K- 56.38% |
$4.4M - $4.76M
|
72.5K
$3.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-101K- 17.82% |
$4.73M - $5.11M
|
464K
$24.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-106K- 8.09% |
$4.97M - $5.38M
|
1.2M
$63.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-131K- 7.27% |
$6.17M - $6.67M
|
1.67M
$88.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-133K- 8.06% |
$6.27M - $6.78M
|
1.52M
$80M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-139K- 17.1% |
$6.53M - $7.07M
|
674K
$35.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-145K- 99.78% |
$6.82M - $7.38M
|
320
$16.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-151K- 72.32% |
$7.09M - $7.67M
|
57.8K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-163K- 8.04% |
$7.67M - $8.29M
|
1.86M
$98M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-168K- 8.02% |
$7.9M - $8.55M
|
1.93M
$101M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-202K- 20.5% |
$9.5M - $10.3M
|
784K
$41.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-220K- 22.02% |
$10.3M - $11.2M
|
779K
$41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-231K- 17.02% |
$10.8M - $11.7M
|
1.13M
$59.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-270K- 18.37% |
$12.7M - $13.7M
|
1.2M
$63.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-384K- 4.81% |
$18.1M - $19.5M
|
7.61M
$400M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-404K- 76.67% |
$19M - $20.6M
|
123K
$6.47M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-411KClosed |
$19.3M - $20.9M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-458K- 7.03% |
$21.5M - $23.3M
|
6.06M
$319M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-478K- 8.15% |
$22.5M - $24.3M
|
5.39M
$283M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.38M- 31.03% |
$64.6M - $69.9M
|
3.06M
$161M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.12M- 54.22% |
$194M - $210M
|
3.48M
$183M
|