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 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-96- 3.25% |
$4.54K - $5.01K
|
2.86K
$147K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-102- 1.51% |
$4.82K - $5.33K
|
6.65K
$342K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-103- 61.31% |
$4.87K - $5.38K
|
65
$3.35K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 3.7% |
$5.06K - $5.59K
|
2.78K
$143K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-124- 2.67% |
$5.86K - $6.48K
|
4.53K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-136- 1.5% |
$6.43K - $7.1K
|
8.92K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-137- 0.56% |
$6.48K - $7.16K
|
24.2K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-138- 2.21% |
$6.52K - $7.21K
|
6.09K
$314K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-144- 29.33% |
$6.81K - $7.52K
|
347
$17.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-147- 0.84% |
$6.95K - $7.68K
|
17.4K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-156- 2.11% |
$7.37K - $8.15K
|
7.22K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-213- 0.42% |
$10.1K - $11.1K
|
50.4K
$2.59M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-219- 69.75% |
$10.4K - $11.4K
|
95
$4.89K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-223- 2.6% |
$10.5K - $11.6K
|
8.37K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-230- 1.56% |
$10.9K - $12K
|
14.5K
$749K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-235- 26.64% |
$11.1K - $12.3K
|
647
$33.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-244- 7.73% |
$11.5K - $12.7K
|
2.91K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-248- 4.16% |
$11.7K - $13K
|
5.71K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-287- 6.25% |
$13.6K - $15K
|
4.31K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-288- 4.74% |
$13.6K - $15K
|
5.79K
$298K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-299- 0.53% |
$14.1K - $15.6K
|
55.7K
$2.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-305- 33.52% |
$14.4K - $15.9K
|
605
$31.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-322- 21.3% |
$15.2K - $16.8K
|
1.19K
$61.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-336- 0.55% |
$15.9K - $17.5K
|
60.5K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-367- 54.37% |
$17.3K - $19.2K
|
308
$15.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-373- 2.28% |
$17.6K - $19.5K
|
16K
$824K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-375- 6.14% |
$17.7K - $19.6K
|
5.73K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-392- 1.55% |
$18.5K - $20.5K
|
24.8K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-400- 6.04% |
$18.9K - $20.9K
|
6.23K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-405- 7.87% |
$19.1K - $21.2K
|
4.74K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-437- 2.76% |
$20.7K - $22.8K
|
15.4K
$794K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-453- 1.9% |
$21.4K - $23.7K
|
23.4K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-469- 0.87% |
$22.2K - $24.5K
|
53.7K
$2.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-472- 1.21% |
$22.3K - $24.7K
|
38.4K
$1.98M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-483- 0.57% |
$22.8K - $25.2K
|
84.1K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-485- 1.8% |
$22.9K - $25.3K
|
26.4K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-497- 4.43% |
$23.5K - $26K
|
10.7K
$552K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-516- 39.33% |
$24.4K - $27K
|
796
$41K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-543- 5.73% |
$25.7K - $28.4K
|
8.94K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-571- 10.53% |
$27K - $29.8K
|
4.85K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-625- 9.81% |
$29.5K - $32.6K
|
5.75K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-650- 0.78% |
$30.7K - $33.9K
|
82.6K
$4.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-655- 81.67% |
$31K - $34.2K
|
147
$7.57K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-661- 3.17% |
$31.2K - $34.5K
|
20.2K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-696- 15.83% |
$32.9K - $36.4K
|
3.7K
$191K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-721- 27.45% |
$34.1K - $37.7K
|
1.91K
$98.1K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-749- 15.26% |
$35.4K - $39.1K
|
4.16K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-766- 5.35% |
$36.2K - $40K
|
13.5K
$697K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-797- 0.3% |
$37.7K - $41.6K
|
264K
$13.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-849- 16.54% |
$40.1K - $44.3K
|
4.29K
$221K
|