Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.87K- 8.3% |
$240K - $253K
|
53.7K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.94K- 98.98% |
$244K - $257K
|
51
$2.63K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.98K- 5.64% |
$246K - $259K
|
83.4K
$4.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.58K- 5.78% |
$276K - $290K
|
91K
$4.69M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-5.84K- 38.94% |
$289K - $304K
|
9.17K
$472K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.86K- 12.62% |
$289K - $304K
|
40.5K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.17K- 45.16% |
$305K - $321K
|
7.5K
$386K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-6.25K- 63.45% |
$309K - $325K
|
3.6K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-6.28K- 0.73% |
$310K - $327K
|
852K
$43.9M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.36K- 35.33% |
$314K - $331K
|
11.6K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-6.59K- 6.9% |
$326K - $343K
|
89K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.6K- 93.23% |
$326K - $343K
|
479
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.66K- 59.9% |
$329K - $346K
|
4.46K
$230K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-6.8K- 37.61% |
$336K - $354K
|
11.3K
$582K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.88K- 2.62% |
$340K - $358K
|
255K
$13.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.93K- 38.44% |
$342K - $360K
|
11.1K
$572K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-7.09K- 2.35% |
$350K - $368K
|
294K
$15.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.16K- 25.28% |
$403K - $424K
|
24.1K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.27K- 6.45% |
$408K - $430K
|
120K
$6.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8.31K- 0.34% |
$410K - $432K
|
2.45M
$126M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.73K- 8.6% |
$431K - $454K
|
92.9K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-9K- 64.29% |
$444K - $468K
|
5K
$258K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.88K- 0.18% |
$488K - $514K
|
5.38M
$277M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-9.91K- 26.33% |
$489K - $515K
|
27.7K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.93K- 28.05% |
$490K - $516K
|
25.5K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10.1K- 9.86% |
$497K - $523K
|
91.9K
$4.74M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 37.99% |
$498K - $525K
|
16.5K
$849K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-10.1K- 45.4% |
$498K - $525K
|
12.1K
$626K
|
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
SELL
|
- |
-10.1K- 13.42% |
$499K - $525K
|
65.2K
$3.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 80.56% |
$521K - $549K
|
2.55K
$131K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-10.8K- 88.52% |
$535K - $564K
|
1.41K
$72.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11.6K- 2.5% |
$573K - $604K
|
452K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.7K- 61.39% |
$628K - $662K
|
8K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-12.9K- 65.61% |
$636K - $670K
|
6.75K
$348K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-14.5K- 59.08% |
$718K - $756K
|
10.1K
$519K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-14.7K- 16.08% |
$726K - $764K
|
76.7K
$3.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15.3K- 41.73% |
$757K - $797K
|
21.4K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-16.4K- 3.58% |
$812K - $855K
|
442K
$22.8M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-17.6K- 21.7% |
$870K - $916K
|
63.5K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-17.6K- 70.77% |
$870K - $917K
|
7.28K
$375K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-17.6K- 2.57% |
$871K - $917K
|
669K
$34.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18.4K- 11.06% |
$908K - $957K
|
148K
$7.62M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.4K- 11.06% |
$908K - $957K
|
148K
$7.62M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.9K- 39.89% |
$934K - $983K
|
28.5K
$1.47M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.5K- 6.47% |
$963K - $1.01M
|
282K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.9K- 22.02% |
$982K - $1.03M
|
70.4K
$3.63M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.6K- 10.69% |
$1.07M - $1.13M
|
181K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.7K- 86.36% |
$1.07M - $1.13M
|
3.43K
$177K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.1K- 28.8% |
$1.09M - $1.15M
|
54.7K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 99.52% |
$1.1M - $1.15M
|
108
$5.57K
|