Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
261K+ 89.3% |
$13.4M - $14M
|
554K
$28.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200K+ 23.19% |
$10.3M - $10.7M
|
1.06M
$54.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
148K+ 34.24% |
$7.57M - $7.93M
|
578K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
93.5KNew |
$4.8M - $5.02M
|
93.5K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73.7K+ 12.56% |
$3.78M - $3.96M
|
660K
$34.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63.3K+ 70.6% |
$3.25M - $3.4M
|
153K
$7.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
49.8KNew |
$2.56M - $2.68M
|
49.8K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
48.4KNew |
$2.48M - $2.6M
|
48.4K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
44.9K+ 7.7% |
$2.3M - $2.41M
|
628K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
42.6KNew |
$2.19M - $2.29M
|
42.6K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.3K+ 12.51% |
$2.07M - $2.17M
|
363K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37KNew |
$1.9M - $1.99M
|
37K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
36.3KNew |
$1.86M - $1.95M
|
36.3K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
30.6K+ 10.35% |
$1.57M - $1.64M
|
326K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.3K+ 66.97% |
$1.45M - $1.52M
|
70.6K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
28K+ 45.77% |
$1.44M - $1.51M
|
89.3K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21K+ 235.72% |
$1.08M - $1.13M
|
29.9K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.8K+ 16.57% |
$1.07M - $1.12M
|
146K
$7.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
19.9K+ 64.32% |
$1.02M - $1.07M
|
50.9K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.3K+ 13003.76% |
$888K - $929K
|
17.4K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
17.3K+ 0.52% |
$888K - $929K
|
3.34M
$173M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
15K+ 4.65% |
$768K - $804K
|
337K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 4.14% |
$751K - $786K
|
368K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.2KNew |
$526K - $551K
|
10.2K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10K+ 198.61% |
$513K - $537K
|
15K
$776K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.43K+ 9.56% |
$484K - $507K
|
108K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.13K+ 0.61% |
$468K - $490K
|
1.51M
$78.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.95KNew |
$460K - $481K
|
8.95K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.51K+ 4.48% |
$437K - $457K
|
199K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.51K+ 3.36% |
$437K - $457K
|
261K
$13.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.88K+ 3.95% |
$404K - $423K
|
207K
$10.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.74KNew |
$397K - $416K
|
7.74K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.48% |
$394K - $412K
|
316K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6.48KNew |
$332K - $348K
|
6.48K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.2KNew |
$318K - $333K
|
6.2K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.82KNew |
$298K - $312K
|
5.82K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.31K+ 1.09% |
$272K - $285K
|
493K
$25.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.3K+ 32.74% |
$272K - $285K
|
21.5K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.18K+ 5.33% |
$266K - $279K
|
103K
$5.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5.18K+ 7.35% |
$266K - $279K
|
75.7K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.43KNew |
$227K - $238K
|
4.43K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.29KNew |
$220K - $231K
|
4.29K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.27K+ 5.23% |
$219K - $230K
|
85.9K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.17KNew |
$214K - $224K
|
4.17K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.14K+ 13.47% |
$212K - $222K
|
34.9K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.02K+ 2.83% |
$206K - $216K
|
146K
$7.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.01KNew |
$206K - $215K
|
4.01K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4K+ 12.21% |
$205K - $215K
|
36.7K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.94KNew |
$202K - $212K
|
3.94K
$203K
|