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 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-921- 22.38% |
$43.5K - $48.1K
|
3.19K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-970- 18.47% |
$45.9K - $50.7K
|
4.28K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-972- 1.46% |
$45.9K - $50.8K
|
65.8K
$3.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.01K- 6.92% |
$47.5K - $52.5K
|
13.5K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04KClosed |
$49K - $54.1K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.05K- 5.42% |
$49.5K - $54.7K
|
18.3K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.07K- 1.28% |
$50.7K - $56K
|
82.7K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.08K- 8.07% |
$50.8K - $56.1K
|
12.3K
$631K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.08K- 1.89% |
$50.9K - $56.3K
|
55.8K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.12K- 2.41% |
$52.8K - $58.4K
|
45.3K
$2.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 2.03% |
$57.2K - $63.2K
|
58.4K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.24K- 3.41% |
$58.5K - $64.7K
|
35.1K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-1.31K- 4.24% |
$62.1K - $68.6K
|
29.7K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.34K- 91.16% |
$63.3K - $70K
|
130
$6.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.35K- 17.56% |
$63.8K - $70.5K
|
6.34K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.43K- 4.74% |
$67.4K - $74.4K
|
28.6K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.43K- 12.49% |
$67.5K - $74.5K
|
10K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.43K- 13.35% |
$67.7K - $74.8K
|
9.3K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.47K- 10.31% |
$69.6K - $76.9K
|
12.8K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.53K- 11.42% |
$72.3K - $79.9K
|
11.9K
$611K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 21.85% |
$74.3K - $82.1K
|
5.62K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.58K- 10.19% |
$74.7K - $82.6K
|
13.9K
$717K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.62K- 23.91% |
$76.4K - $84.4K
|
5.14K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.62K- 13.02% |
$76.7K - $84.7K
|
10.8K
$558K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.65K- 25.06% |
$77.8K - $85.9K
|
4.92K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 37.5% |
$79.3K - $87.6K
|
2.8K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.8K- 13.37% |
$85.1K - $94.1K
|
11.7K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.9K- 5.09% |
$89.8K - $99.2K
|
35.5K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.9K- 3.38% |
$90K - $99.4K
|
54.4K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.94K- 24.26% |
$91.8K - $101K
|
6.07K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2K- 0.64% |
$94.5K - $104K
|
310K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.15K- 6.83% |
$102K - $112K
|
29.4K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.21K- 15.09% |
$105K - $116K
|
12.5K
$642K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.26K- 10.98% |
$107K - $118K
|
18.3K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.3K- 17.35% |
$109K - $120K
|
11K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.3K- 28.65% |
$109K - $120K
|
5.73K
$295K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.42K- 35.76% |
$114K - $126K
|
4.34K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 20.56% |
$116K - $128K
|
9.49K
$488K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-2.48K- 3.97% |
$117K - $129K
|
60K
$3.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.48K- 10.66% |
$117K - $130K
|
20.8K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.49K- 4.04% |
$117K - $130K
|
59K
$3.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.51K- 2.69% |
$118K - $131K
|
90.5K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.58K- 14.44% |
$122K - $135K
|
15.3K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.71K- 83.59% |
$128K - $142K
|
532
$27.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.75K- 10.12% |
$130K - $144K
|
24.5K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.76K- 14.9% |
$130K - $144K
|
15.8K
$812K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.76K- 18.16% |
$131K - $144K
|
12.4K
$641K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.85K- 3.11% |
$135K - $149K
|
88.6K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.86K- 97.81% |
$135K - $149K
|
64
$3.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.88K- 2.82% |
$136K - $150K
|
99.4K
$5.12M
|