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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.92K+ 7.09% |
$458K - $479K
|
135K
$6.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.73K+ 1.41% |
$448K - $469K
|
626K
$32.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.51K+ 4.48% |
$437K - $457K
|
199K
$10.3M
|
|
|
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
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.48% |
$394K - $412K
|
316K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.52K+ 6.4% |
$386K - $404K
|
125K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6.48KNew |
$332K - $348K
|
6.48K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.25K+ 1.57% |
$321K - $336K
|
403K
$20.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.2KNew |
$318K - $333K
|
6.2K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.13KNew |
$315K - $329K
|
6.13K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.82KNew |
$298K - $312K
|
5.82K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.7K+ 24.55% |
$292K - $306K
|
28.9K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.46K+ 5.17% |
$280K - $293K
|
111K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.37KNew |
$276K - $289K
|
5.37K
$278K
|
|
|
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 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$270K - $282K
|
5.25K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$267K - $279K
|
5.2K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.18K+ 5.33% |
$266K - $279K
|
103K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5.18K+ 7.35% |
$266K - $279K
|
75.7K
$3.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.65K+ 8.56% |
$238K - $250K
|
58.9K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.43KNew |
$227K - $238K
|
4.43K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 3.23% |
$226K - $237K
|
141K
$7.3M
|
|
|
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
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 2.27% |
$216K - $226K
|
189K
$9.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.17KNew |
$214K - $224K
|
4.17K
$216K
|
|
|
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
$7.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.01KNew |
$206K - $215K
|
4.01K
$208K
|
|
|
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
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.75K+ 1.52% |
$192K - $201K
|
250K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 12.04% |
$186K - $195K
|
33.7K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.41K+ 4.8% |
$175K - $183K
|
74.5K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.37K+ 29.69% |
$173K - $181K
|
14.7K
$762K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.35K+ 13.9% |
$172K - $180K
|
27.5K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.3K+ 20.2% |
$169K - $177K
|
19.6K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.25K+ 3.55% |
$167K - $174K
|
94.6K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.24K+ 3.1% |
$166K - $174K
|
108K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 10.32% |
$163K - $170K
|
33.8K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.16K+ 5.29% |
$162K - $170K
|
62.9K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.81K+ 46.13% |
$144K - $151K
|
8.89K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.73K+ 23.7% |
$140K - $147K
|
14.3K
$738K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.67K+ 5.5% |
$137K - $143K
|
51.2K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.66K+ 3.35% |
$137K - $143K
|
82K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.26K+ 8.58% |
$116K - $122K
|
28.6K
$1.48M
|