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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.16KNew |
$244K - $270K
|
5.16K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.11K+ 14.19% |
$242K - $267K
|
41.1K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.08KNew |
$240K - $265K
|
5.08K
$261K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.81KNew |
$227K - $251K
|
4.81K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.71K+ 72.67% |
$223K - $246K
|
11.2K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.64K+ 13.22% |
$219K - $242K
|
39.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.63KNew |
$219K - $242K
|
4.63K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.62KNew |
$218K - $241K
|
4.62K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.57KNew |
$216K - $239K
|
4.57K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.41KNew |
$208K - $230K
|
4.41K
$227K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
4.32KNew |
$204K - $225K
|
4.32K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.21K+ 68.07% |
$199K - $220K
|
10.4K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$212K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$194K - $214K
|
4.11K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
4.1KNew |
$194K - $214K
|
4.1K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.05KNew |
$191K - $211K
|
4.05K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4KNew |
$189K - $209K
|
4K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.98KNew |
$188K - $208K
|
3.98K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.9KNew |
$184K - $203K
|
3.9K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.89KNew |
$184K - $203K
|
3.89K
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.83K+ 11.33% |
$181K - $200K
|
37.7K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.75K+ 20.6% |
$177K - $196K
|
21.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3.68K+ 14.67% |
$174K - $192K
|
28.8K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.66K+ 78.28% |
$173K - $191K
|
8.34K
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.55K+ 10.41% |
$168K - $185K
|
37.6K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3.34K+ 55.4% |
$158K - $174K
|
9.36K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.31K+ 33.48% |
$156K - $173K
|
13.2K
$679K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
3.28K+ 4.14% |
$155K - $171K
|
82.5K
$4.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.25K+ 150.58% |
$154K - $170K
|
5.42K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 5.55% |
$150K - $166K
|
60.5K
$3.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.14K+ 1.91% |
$149K - $164K
|
167K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.13K+ 20.28% |
$148K - $163K
|
18.5K
$955K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.12K+ 3.62% |
$147K - $163K
|
89.3K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.91K+ 472.29% |
$138K - $152K
|
3.53K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
2.85K+ 6.14% |
$135K - $149K
|
49.3K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.83K+ 12.08% |
$134K - $148K
|
26.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2.75K+ 2.57% |
$130K - $143K
|
110K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.73K+ 2.49% |
$129K - $143K
|
113K
$5.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72K+ 19.41% |
$129K - $142K
|
16.7K
$862K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.69K+ 22.99% |
$127K - $141K
|
14.4K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.55K+ 53.17% |
$121K - $133K
|
7.35K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.54K+ 60.38% |
$120K - $133K
|
6.75K
$348K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
2.45K+ 3.16% |
$116K - $128K
|
79.8K
$4.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.32K+ 2.81% |
$109K - $121K
|
84.7K
$4.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
2.31K+ 1.26% |
$109K - $120K
|
185K
$9.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.27K+ 5.74% |
$107K - $118K
|
41.8K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.22K+ 16.98% |
$105K - $116K
|
15.3K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.09K+ 8019.23% |
$98.6K - $109K
|
2.11K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.04K+ 23.54% |
$96.3K - $106K
|
10.7K
$551K
|