Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-436- 69.87% |
$21.8K - $22.5K
|
188
$9.86K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-464- 16.01% |
$23.2K - $24K
|
2.44K
$128K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-490- 8.62% |
$24.5K - $25.3K
|
5.2K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-494- 14.41% |
$24.7K - $25.5K
|
2.93K
$154K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-581- 6.78% |
$29.1K - $30K
|
7.99K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-585- 1.92% |
$29.3K - $30.2K
|
29.8K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-666- 1.84% |
$33.4K - $34.4K
|
35.5K
$1.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-688- 3.6% |
$34.5K - $35.5K
|
18.4K
$967K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-700- 8.55% |
$35.1K - $36.1K
|
7.48K
$392K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-706- 1.2% |
$35.4K - $36.4K
|
58.2K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-736- 6.26% |
$36.9K - $38K
|
11K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-751- 2.52% |
$37.6K - $38.8K
|
29.1K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-756- 13.94% |
$37.9K - $39K
|
4.67K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-775- 10.65% |
$38.8K - $40K
|
6.5K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-777- 1.01% |
$38.9K - $40.1K
|
76.1K
$3.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-782- 10.13% |
$39.2K - $40.4K
|
6.94K
$364K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-791- 42.78% |
$39.6K - $40.8K
|
1.06K
$55.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-823- 1.4% |
$41.2K - $42.5K
|
57.8K
$3.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-880- 6.64% |
$44.1K - $45.4K
|
12.4K
$649K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 17.43% |
$44.5K - $45.8K
|
4.21K
$221K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-920- 1.37% |
$46.1K - $47.5K
|
66.3K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-940- 12.57% |
$47.1K - $48.5K
|
6.54K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-960- 11.43% |
$48.1K - $49.6K
|
7.44K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-985- 4.42% |
$49.3K - $50.8K
|
21.3K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-997- 0.71% |
$49.9K - $51.5K
|
139K
$7.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 6.12% |
$50.5K - $52K
|
15.5K
$811K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.05K- 10.66% |
$52.4K - $54K
|
8.78K
$460K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.08K- 2.67% |
$53.8K - $55.5K
|
39.2K
$2.06M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.09K- 7.17% |
$54.8K - $56.5K
|
14.2K
$743K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.12K- 79.8% |
$56.2K - $57.9K
|
284
$14.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 1.6% |
$56.5K - $58.2K
|
69.3K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.15K- 13.17% |
$57.4K - $59.1K
|
7.55K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.25K- 1.28% |
$62.4K - $64.3K
|
96K
$5.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.27K- 0.8% |
$63.6K - $65.6K
|
157K
$8.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.3K- 8.52% |
$65.1K - $67.1K
|
13.9K
$731K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.31K- 1.58% |
$65.5K - $67.5K
|
81.5K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 9.81% |
$65.6K - $67.6K
|
12K
$631K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.33K- 0.74% |
$66.8K - $68.9K
|
179K
$9.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.34K- 9.67% |
$67K - $69.1K
|
12.5K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 22.67% |
$68K - $70K
|
4.63K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.37K- 12.27% |
$68.5K - $70.6K
|
9.78K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.39K- 98.86% |
$69.7K - $71.8K
|
16
$839
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.4K- 9.21% |
$70.1K - $72.3K
|
13.8K
$724K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.42K- 5.1% |
$71.1K - $73.3K
|
26.4K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.46K- 34.78% |
$73.2K - $75.5K
|
2.74K
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 9.46% |
$73.2K - $75.5K
|
14K
$734K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.47K- 16.77% |
$73.4K - $75.7K
|
7.28K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.47K- 6.87% |
$73.6K - $75.9K
|
19.9K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.54K- 14.12% |
$77.2K - $79.5K
|
9.37K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.59K- 21.88% |
$79.8K - $82.2K
|
5.69K
$298K
|