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
|
Jones Financial Companies Lllp
|
BUY
|
- |
63K+ 70.19% |
$2.98M - $3.29M
|
153K
$7.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
62.9K+ 6.63% |
$2.97M - $3.29M
|
1.01M
$52.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
59KNew |
$2.79M - $3.08M
|
59K
$3.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58.9K+ 13.64% |
$2.78M - $3.07M
|
490K
$25.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57.4K+ 73.5% |
$2.71M - $3M
|
135K
$6.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
57K+ 7.02% |
$2.7M - $2.98M
|
869K
$44.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
54.2K+ 4.99% |
$2.56M - $2.83M
|
1.14M
$58.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
51.4K+ 406.73% |
$2.43M - $2.68M
|
64K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
48.9K+ 141.18% |
$2.31M - $2.55M
|
83.5K
$4.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47.2K+ 16.48% |
$2.23M - $2.47M
|
334K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
45.7KNew |
$2.16M - $2.39M
|
45.7K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.2K+ 538.36% |
$2.14M - $2.36M
|
53.6K
$2.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
38.5K+ 109.44% |
$1.82M - $2.01M
|
73.8K
$3.8M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38.4KNew |
$1.82M - $2.01M
|
38.4K
$1.98M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38.2K+ 57.81% |
$1.8M - $1.99M
|
104K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
34.1K+ 13.31% |
$1.61M - $1.78M
|
290K
$15M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
30.5K+ 9.39% |
$1.44M - $1.59M
|
355K
$18.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
30.1K+ 7.25% |
$1.42M - $1.57M
|
446K
$23M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
28.7K+ 25.5% |
$1.36M - $1.5M
|
141K
$7.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
28.7KNew |
$1.36M - $1.5M
|
28.7K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28.1KNew |
$1.33M - $1.47M
|
28.1K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
27.7K+ 2.3% |
$1.31M - $1.44M
|
1.23M
$63.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
27.3K+ 277.1% |
$1.29M - $1.43M
|
37.1K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
26.2K+ 2116.63% |
$1.24M - $1.37M
|
27.5K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
25.3K+ 423.93% |
$1.2M - $1.32M
|
31.3K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
25KNew |
$1.18M - $1.31M
|
25K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 146.29% |
$1.17M - $1.29M
|
41.6K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.8K+ 7.86% |
$1.13M - $1.24M
|
327K
$16.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.2K+ 21.49% |
$1.1M - $1.21M
|
131K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
23.1KNew |
$1.09M - $1.2M
|
23.1K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.7K+ 36.68% |
$1.07M - $1.19M
|
84.7K
$4.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.5K+ 21.95% |
$1.06M - $1.17M
|
125K
$6.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
21.6KNew |
$1.02M - $1.13M
|
21.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.5K+ 12.98% |
$1.02M - $1.12M
|
187K
$9.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.3K+ 10.1% |
$1M - $1.11M
|
232K
$11.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.8KNew |
$934K - $1.03M
|
19.8K
$1.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19.7KNew |
$932K - $1.03M
|
19.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.6KNew |
$928K - $1.03M
|
19.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.3K+ 15.41% |
$913K - $1.01M
|
145K
$7.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.7K+ 30.01% |
$882K - $975K
|
80.9K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17.8KNew |
$841K - $929K
|
17.8K
$916K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17.7KNew |
$838K - $926K
|
17.7K
$913K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
17.4K+ 1.28% |
$823K - $910K
|
1.38M
$70.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
17.2KNew |
$814K - $899K
|
17.2K
$887K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
16.5K+ 360.61% |
$779K - $861K
|
21.1K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.7K+ 1.04% |
$744K - $822K
|
1.54M
$79.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$744K - $822K
|
15.7K
$811K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
15.6KNew |
$736K - $814K
|
15.6K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15.5K+ 26.42% |
$733K - $810K
|
74.2K
$3.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
15.2KNew |
$717K - $792K
|
15.2K
$781K
|