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 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.04K- 22.93% |
$144K - $159K
|
10.2K
$527K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.17K- 16.87% |
$150K - $166K
|
15.6K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2K- 15.01% |
$151K - $167K
|
18.1K
$932K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-3.58K- 27.03% |
$169K - $187K
|
9.65K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.6K- 19.49% |
$170K - $188K
|
14.9K
$766K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3.77K- 23.8% |
$178K - $197K
|
12.1K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.77K- 2.63% |
$178K - $197K
|
139K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.79K- 45.58% |
$179K - $198K
|
4.52K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.86K- 44.56% |
$182K - $202K
|
4.8K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3.86K- 15.36% |
$182K - $202K
|
21.3K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.93K- 32.66% |
$186K - $205K
|
8.11K
$417K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.02K- 98.82% |
$190K - $210K
|
48
$2.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.09K- 0.36% |
$193K - $214K
|
1.12M
$57.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.25K- 8.84% |
$201K - $222K
|
43.9K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.37K- 2.99% |
$206K - $228K
|
142K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.74K- 39.54% |
$224K - $247K
|
7.24K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.8K- 3.67% |
$227K - $251K
|
126K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-4.9K- 91.58% |
$231K - $256K
|
450
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.98K- 10.28% |
$236K - $260K
|
43.5K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.31K- 1.57% |
$251K - $277K
|
333K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.5K- 15.01% |
$260K - $287K
|
31.1K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.11K- 27.12% |
$289K - $319K
|
16.4K
$845K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-6.2K- 5.34% |
$293K - $324K
|
110K
$5.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 8.23% |
$315K - $349K
|
74.4K
$3.83M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.16K- 4.93% |
$338K - $374K
|
138K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.76K- 8.02% |
$367K - $405K
|
88.9K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8.06K- 8.97% |
$381K - $421K
|
81.8K
$4.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-8.15K- 64.76% |
$385K - $425K
|
4.43K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.21K- 59.6% |
$388K - $429K
|
5.56K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.56K- 15.71% |
$404K - $447K
|
45.9K
$2.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.11K- 56.65% |
$431K - $476K
|
6.97K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-9.2K- 20.93% |
$435K - $480K
|
34.8K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-10.7K- 7.82% |
$506K - $559K
|
126K
$6.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.9K- 44.1% |
$514K - $568K
|
13.8K
$709K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11.1K- 20.8% |
$525K - $580K
|
42.3K
$2.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.2K- 50.28% |
$531K - $587K
|
11.1K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.5K- 27.17% |
$590K - $652K
|
33.4K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-12.5K- 11.91% |
$593K - $655K
|
92.8K
$4.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-12.6K- 7.37% |
$597K - $659K
|
159K
$8.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-12.7K- 49.87% |
$598K - $661K
|
12.7K
$655K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-12.8K- 20.65% |
$607K - $671K
|
49.4K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-12.9K- 19.24% |
$610K - $674K
|
54.2K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13K- 7.24% |
$613K - $678K
|
166K
$8.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-13.7K- 51.77% |
$646K - $714K
|
12.7K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 42.13% |
$675K - $746K
|
19.6K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15K- 6.05% |
$710K - $785K
|
233K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-15.7K- 11.16% |
$740K - $818K
|
125K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-17.3K- 2.04% |
$816K - $902K
|
829K
$42.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-17.6K- 39.02% |
$833K - $920K
|
27.5K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-19.2K- 60.15% |
$909K - $1M
|
12.7K
$656K
|