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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
990+ 3.96% |
$50.8K - $53.2K
|
26K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
959+ 0.7% |
$49.2K - $51.5K
|
138K
$7.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
929+ 5.9% |
$47.7K - $49.9K
|
16.7K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
929New |
$47.7K - $49.9K
|
929
$48.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
916+ 11.18% |
$47K - $49.2K
|
9.11K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
909+ 1.42% |
$46.7K - $48.8K
|
64.8K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
909+ 3.99% |
$46.7K - $48.8K
|
23.7K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
870+ 8.86% |
$44.7K - $46.8K
|
10.7K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
815+ 4.5% |
$41.8K - $43.8K
|
18.9K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
811+ 9.95% |
$41.6K - $43.6K
|
8.96K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
806+ 11.09% |
$41.4K - $43.3K
|
8.08K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
780+ 205.26% |
$40K - $41.9K
|
1.16K
$60.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
761+ 6.84% |
$39.1K - $40.9K
|
11.9K
$624K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
750+ 25.0% |
$38.5K - $40.3K
|
3.75K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
734+ 0.89% |
$37.7K - $39.4K
|
82.8K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
696+ 0.75% |
$35.7K - $37.4K
|
93.7K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
683+ 5.38% |
$35.1K - $36.7K
|
13.4K
$703K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
679+ 0.13% |
$34.9K - $36.5K
|
506K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
677+ 16.82% |
$34.8K - $36.4K
|
4.7K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
664+ 289.96% |
$34.1K - $35.7K
|
893
$46.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
662+ 17.73% |
$34K - $35.6K
|
4.4K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
597+ 59700.0% |
$30.6K - $32.1K
|
598
$31.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
579New |
$29.7K - $31.1K
|
579
$30.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
574+ 0.23% |
$29.5K - $30.8K
|
253K
$13.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
547New |
$28.1K - $29.4K
|
547
$28.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
547New |
$28.1K - $29.4K
|
547
$28.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
514+ 1.65% |
$26.4K - $27.6K
|
31.7K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
474+ 1.15% |
$24.3K - $25.5K
|
41.6K
$2.18M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
473New |
$24.3K - $25.4K
|
473
$24.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
461+ 5.4% |
$23.7K - $24.8K
|
9K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
439+ 1.01% |
$22.5K - $23.6K
|
44.1K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
437+ 0.69% |
$22.4K - $23.5K
|
64.1K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
414+ 8.71% |
$21.3K - $22.2K
|
5.17K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
406New |
$20.8K - $21.8K
|
406
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
400New |
$20.5K - $21.5K
|
400
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
375+ 0.65% |
$19.2K - $20.2K
|
57.9K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
355+ 41.18% |
$18.2K - $19.1K
|
1.22K
$63.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
312+ 2.49% |
$16K - $16.8K
|
12.9K
$675K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
310+ 4.99% |
$15.9K - $16.7K
|
6.52K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
305+ 1.27% |
$15.7K - $16.4K
|
24.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
294New |
$15.1K - $15.8K
|
294
$15.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
293+ 112.69% |
$15K - $15.7K
|
553
$29K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
287+ 0.6% |
$14.7K - $15.4K
|
47.8K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
278+ 0.93% |
$14.3K - $14.9K
|
30.3K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
254+ 1.42% |
$13K - $13.6K
|
18.1K
$953K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
254+ 230.91% |
$13K - $13.6K
|
364
$19.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
248+ 0.34% |
$12.7K - $13.3K
|
74.2K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
244+ 0.18% |
$12.5K - $13.1K
|
138K
$7.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
227+ 4.52% |
$11.7K - $12.2K
|
5.25K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210+ 51.47% |
$10.8K - $11.3K
|
618
$32.5K
|