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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14.7K+ 6.89% |
$695K - $768K
|
228K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.5K+ 81.18% |
$640K - $707K
|
30.2K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.5K+ 2.68% |
$639K - $706K
|
518K
$26.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
13.3K+ 26.98% |
$627K - $693K
|
62.4K
$3.21M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
13.3KNew |
$627K - $693K
|
13.3K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
13.2K+ 176.7% |
$625K - $690K
|
20.7K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9KNew |
$610K - $674K
|
12.9K
$665K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
12.7KNew |
$599K - $662K
|
12.7K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 43.89% |
$581K - $642K
|
40.3K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
12.3KNew |
$580K - $641K
|
12.3K
$631K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
12.2K+ 10.03% |
$575K - $635K
|
133K
$6.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 3.24% |
$574K - $634K
|
387K
$19.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.1K+ 3190.26% |
$573K - $633K
|
12.5K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.6KNew |
$549K - $606K
|
11.6K
$597K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 194.24% |
$527K - $583K
|
16.9K
$870K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
10.4K+ 2.39% |
$492K - $543K
|
446K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10K+ 240.96% |
$472K - $522K
|
14.1K
$728K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.99KNew |
$472K - $522K
|
9.99K
$515K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9.81K+ 234.49% |
$464K - $512K
|
14K
$721K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.71KNew |
$412K - $455K
|
8.71K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
8.69K+ 8.68% |
$411K - $454K
|
109K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.36KNew |
$395K - $437K
|
8.36K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
8.05KNew |
$381K - $421K
|
8.05K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.88K+ 7.91% |
$372K - $411K
|
107K
$5.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.87KNew |
$372K - $411K
|
7.87K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.8K+ 8.93% |
$369K - $408K
|
95.2K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.76K+ 7.65% |
$367K - $405K
|
109K
$5.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
7.69K+ 9.33% |
$363K - $401K
|
90K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
7.43KNew |
$351K - $388K
|
7.43K
$383K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.42K+ 5.85% |
$351K - $387K
|
134K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.42K+ 5.85% |
$351K - $387K
|
134K
$6.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
7.09KNew |
$335K - $371K
|
7.09K
$365K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.04KNew |
$333K - $368K
|
7.04K
$362K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.56K+ 42.59% |
$310K - $343K
|
22K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
6.55K+ 2.26% |
$310K - $342K
|
296K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
6.48KNew |
$306K - $339K
|
6.48K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.33K+ 23.0% |
$299K - $331K
|
33.9K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.32K+ 3.01% |
$299K - $330K
|
217K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.1K+ 7.35% |
$288K - $319K
|
89.1K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
5.8K+ 8.42% |
$274K - $303K
|
74.6K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.77KNew |
$273K - $302K
|
5.77K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.72K+ 1.5% |
$271K - $299K
|
387K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.62KNew |
$266K - $293K
|
5.62K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.59K+ 1.17% |
$264K - $292K
|
482K
$24.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.57KNew |
$263K - $291K
|
5.57K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.49KNew |
$260K - $287K
|
5.49K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
5.48K+ 8.44% |
$259K - $286K
|
70.5K
$3.63M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.48KNew |
$259K - $286K
|
5.48K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.3KNew |
$251K - $277K
|
5.3K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.28K+ 27.18% |
$250K - $276K
|
24.7K
$1.27M
|