Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
202K+ 32.88% |
$10.3M - $10.8M
|
818K
$43.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 12.31% |
$8.12M - $8.46M
|
1.45M
$76.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104K+ 8.78% |
$5.3M - $5.53M
|
1.28M
$68.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
95.8K+ 16.17% |
$4.89M - $5.1M
|
688K
$36.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
70.3K+ 3.88% |
$3.59M - $3.75M
|
1.88M
$99.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
61.5K+ 53.53% |
$3.14M - $3.28M
|
176K
$9.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50.7KNew |
$2.59M - $2.7M
|
50.7K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50.6K+ 1093.35% |
$2.59M - $2.7M
|
55.3K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
44.7K+ 80.73% |
$2.28M - $2.38M
|
100K
$5.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
44.5K+ 55.75% |
$2.27M - $2.37M
|
124K
$6.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
32.5KNew |
$1.66M - $1.73M
|
32.5K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.8KNew |
$1.52M - $1.59M
|
29.8K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
25K+ 16.71% |
$1.28M - $1.33M
|
174K
$9.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 14.52% |
$1.2M - $1.25M
|
184K
$9.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.7K+ 1.48% |
$1.16M - $1.21M
|
1.56M
$82.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.5K+ 5.67% |
$1.15M - $1.2M
|
419K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
18.5K+ 11.44% |
$944K - $984K
|
180K
$9.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
16.5K+ 9.53% |
$843K - $879K
|
190K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7KNew |
$750K - $782K
|
14.7K
$778K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.8KNew |
$553K - $577K
|
10.8K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
10.1K+ 10.17% |
$514K - $536K
|
109K
$5.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.39K+ 23.94% |
$480K - $500K
|
48.6K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.82KNew |
$451K - $470K
|
8.82K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.76K+ 9.72% |
$447K - $467K
|
98.8K
$5.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
8KNew |
$409K - $426K
|
8K
$424K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.29K+ 1.66% |
$373K - $389K
|
447K
$23.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.26KNew |
$320K - $334K
|
6.26K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.93K+ 22.89% |
$303K - $316K
|
31.8K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.32K+ 34.85% |
$272K - $284K
|
20.6K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.15K+ 36.52% |
$263K - $274K
|
19.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.05K+ 1.47% |
$258K - $269K
|
349K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.46KNew |
$228K - $238K
|
4.46K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.36KNew |
$223K - $232K
|
4.36K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.29K+ 3.58% |
$219K - $228K
|
124K
$6.57M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4KNew |
$205K - $213K
|
4K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.9K+ 3.99% |
$199K - $208K
|
102K
$5.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.53K+ 151.85% |
$180K - $188K
|
5.85K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.04K+ 11.49% |
$155K - $162K
|
29.5K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.64K+ 15.45% |
$135K - $141K
|
19.7K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.55K+ 4.15% |
$130K - $136K
|
64K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.36K+ 23.9% |
$120K - $125K
|
12.2K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.34K+ 0.69% |
$119K - $125K
|
343K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.2K+ 3.46% |
$113K - $117K
|
65.8K
$3.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2K+ 12.66% |
$102K - $106K
|
17.8K
$943K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.77K+ 12.53% |
$90.3K - $94.2K
|
15.9K
$842K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.72K+ 103.61% |
$87.9K - $91.7K
|
3.38K
$179K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.63K+ 1.92% |
$83.2K - $86.8K
|
86.5K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.52KNew |
$77.7K - $81K
|
1.52K
$80.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 0.87% |
$69.3K - $72.3K
|
158K
$8.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.33K+ 1.28% |
$67.9K - $70.8K
|
105K
$5.56M
|