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 |
|---|---|---|---|---|---|---|---|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-23.3K- 83.36% |
$1.15M - $1.21M
|
4.65K
$240K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-23.8K- 39.68% |
$1.17M - $1.24M
|
36.2K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-24.6K- 19.96% |
$1.21M - $1.28M
|
98.5K
$5.08M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.2K- 21.19% |
$1.34M - $1.42M
|
101K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28.1K- 1.68% |
$1.39M - $1.46M
|
1.65M
$84.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-29.6K- 7.47% |
$1.46M - $1.54M
|
366K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39.5K- 42.2% |
$1.95M - $2.05M
|
54.1K
$2.79M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41.2K- 98.96% |
$2.03M - $2.14M
|
432
$22.3K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.6K- 60.08% |
$2.1M - $2.22M
|
28.3K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-48.8K- 1.4% |
$2.41M - $2.54M
|
3.43M
$177M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-61.2K- 18.81% |
$3.02M - $3.18M
|
264K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-87.9K- 21.71% |
$4.34M - $4.57M
|
317K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-99.2K- 3.26% |
$4.9M - $5.16M
|
2.94M
$152M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-119K- 94.5% |
$5.9M - $6.21M
|
6.96K
$359K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-128K- 21.12% |
$6.3M - $6.63M
|
476K
$24.6M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-136K- 75.15% |
$6.7M - $7.05M
|
44.9K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-142K- 50.59% |
$7.03M - $7.4M
|
139K
$7.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-168K- 65.15% |
$8.31M - $8.75M
|
90K
$4.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-267K- 39.67% |
$13.2M - $13.9M
|
407K
$21M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-301K- 19.14% |
$14.9M - $15.7M
|
1.27M
$65.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-446K- 96.83% |
$22M - $23.2M
|
14.6K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-921K- 22.41% |
$45.5M - $47.9M
|
3.19M
$164M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-1M- 19.69% |
$49.4M - $52M
|
4.08M
$210M
|