Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.34M+ 121.21% |
$205M - $227M
|
7.92M
$408M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.88M+ 72.74% |
$183M - $203M
|
9.22M
$475M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
1.38MNew |
$65.1M - $71.9M
|
1.38M
$70.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.09M+ 2.31% |
$51.4M - $56.8M
|
48.1M
$2.47B
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
945K+ 31.07% |
$44.7M - $49.4M
|
3.99M
$205M
|
|
|
Feb 14, 2024
Q4 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
680KNew |
$32.1M - $35.5M
|
680K
$35M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
569KNew |
$26.9M - $29.7M
|
569K
$29.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
568KNew |
$26.8M - $29.6M
|
568K
$29.2M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
551KNew |
$26.1M - $28.8M
|
551K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
475K+ 7.16% |
$22.5M - $24.8M
|
7.11M
$366M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
428KNew |
$20.2M - $22.4M
|
428K
$22M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
425K+ 428.62% |
$20.1M - $22.2M
|
524K
$27M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
382K+ 35.72% |
$18M - $19.9M
|
1.45M
$74.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
370K+ 7.26% |
$17.5M - $19.3M
|
5.48M
$282M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
328KNew |
$15.5M - $17.1M
|
328K
$16.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
327K+ 23.72% |
$15.5M - $17.1M
|
1.71M
$87.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
317K+ 183.25% |
$15M - $16.5M
|
489K
$25.2M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
305K+ 11.63% |
$14.4M - $15.9M
|
2.93M
$151M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
289KNew |
$13.6M - $15.1M
|
289K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
280K+ 171.93% |
$13.3M - $14.6M
|
443K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
238K+ 3.6% |
$11.2M - $12.4M
|
6.85M
$353M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
229KNew |
$10.8M - $11.9M
|
229K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
223K+ 11.09% |
$10.6M - $11.7M
|
2.24M
$115M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
202K+ 456.68% |
$9.56M - $10.6M
|
246K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
146K+ 130.9% |
$6.89M - $7.62M
|
257K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144K+ 5.41% |
$6.8M - $7.52M
|
2.81M
$145M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
142K+ 5.39% |
$6.69M - $7.39M
|
2.77M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
139KNew |
$6.55M - $7.24M
|
139K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
136KNew |
$6.41M - $7.09M
|
136K
$6.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
125K+ 2180.83% |
$5.91M - $6.53M
|
131K
$6.73M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
125KNew |
$5.91M - $6.53M
|
125K
$6.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
124K+ 2865.15% |
$5.85M - $6.47M
|
128K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
122K+ 3.4% |
$5.75M - $6.35M
|
3.7M
$190M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 10.08% |
$5.74M - $6.35M
|
1.33M
$68.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
119K+ 95.16% |
$5.62M - $6.21M
|
244K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
99.6K+ 51.76% |
$4.71M - $5.2M
|
292K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
94.7K+ 62.79% |
$4.47M - $4.94M
|
245K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
91K+ 109.1% |
$4.3M - $4.75M
|
174K
$8.98M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
84.8KNew |
$4.01M - $4.43M
|
84.8K
$4.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
84.8KNew |
$4.01M - $4.43M
|
84.8K
$4.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
80.4KNew |
$3.8M - $4.2M
|
80.4K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.7K+ 100.73% |
$3.77M - $4.16M
|
159K
$8.18M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
79.2K+ 138.49% |
$3.75M - $4.14M
|
136K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
77.1KNew |
$3.64M - $4.02M
|
77.1K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
72K+ 572.66% |
$3.4M - $3.76M
|
84.6K
$4.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71.2K+ 56.34% |
$3.37M - $3.72M
|
198K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
71.1KNew |
$3.36M - $3.72M
|
71.1K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
67.7K+ 225.54% |
$3.2M - $3.54M
|
97.7K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
67.3KNew |
$3.18M - $3.52M
|
67.3K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
63.6KNew |
$3.01M - $3.32M
|
63.6K
$3.28M
|