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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.04M+ 10.17% |
$53.3M - $55.6M
|
11.3M
$613M
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.04M+ 4158608.0% |
$53.1M - $55.4M
|
1.04M
$56.4M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
815K+ 13.64% |
$41.6M - $43.4M
|
6.79M
$368M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
789K+ 13.78% |
$40.3M - $42M
|
6.51M
$353M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
528K+ 27.66% |
$27M - $28.1M
|
2.44M
$132M
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
294KNew |
$15M - $15.7M
|
294K
$15.9M
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
289KNew |
$14.8M - $15.4M
|
289K
$15.7M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
280K+ 83.21% |
$14.3M - $14.9M
|
616K
$33.4M
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
259K+ 342.85% |
$13.2M - $13.8M
|
335K
$18.2M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
243K+ 2.54% |
$12.4M - $12.9M
|
9.78M
$531M
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
240K+ 241.3% |
$12.3M - $12.8M
|
339K
$18.4M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
235K+ 50.16% |
$12M - $12.5M
|
704K
$38.2M
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
225K+ 643.6% |
$11.5M - $12M
|
260K
$14.1M
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
208K+ 84.61% |
$10.6M - $11.1M
|
453K
$24.6M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
202K+ 32.88% |
$10.3M - $10.8M
|
818K
$44.3M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
194K+ 3.92% |
$9.89M - $10.3M
|
5.14M
$279M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
178KNew |
$9.1M - $9.49M
|
178K
$9.66M
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
177KNew |
$9.06M - $9.45M
|
177K
$9.62M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
162K+ 336.89% |
$8.28M - $8.63M
|
210K
$11.4M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
159K+ 12.31% |
$8.12M - $8.46M
|
1.45M
$78.6M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
149K+ 29.51% |
$7.63M - $7.96M
|
655K
$35.5M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
144K+ 22.58% |
$7.37M - $7.68M
|
782K
$42.4M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 726.47% |
$6.65M - $6.94M
|
148K
$8.03M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 20.08% |
$5.69M - $5.93M
|
666K
$36.1M
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
106K+ 12.22% |
$5.44M - $5.67M
|
977K
$53M
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104K+ 8.78% |
$5.3M - $5.53M
|
1.28M
$69.7M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
95.8K+ 16.17% |
$4.89M - $5.1M
|
688K
$37.3M
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
94KNew |
$4.8M - $5.01M
|
94K
$5.1M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
89.7K+ 2.39% |
$4.58M - $4.78M
|
3.84M
$208M
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
84.6K+ 98.9% |
$4.32M - $4.51M
|
170K
$9.23M
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
79.2KNew |
$4.05M - $4.22M
|
79.2K
$4.3M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.6K+ 12.6% |
$3.97M - $4.14M
|
694K
$37.6M
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
76.9K+ 66.41% |
$3.93M - $4.1M
|
193K
$10.5M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.6K+ 1.66% |
$3.76M - $3.92M
|
4.5M
$244M
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
70.3K+ 3.88% |
$3.59M - $3.75M
|
1.88M
$102M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
61.5K+ 53.53% |
$3.14M - $3.28M
|
176K
$9.57M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.6K+ 22.19% |
$2.94M - $3.07M
|
317K
$17.2M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
54.6K+ 27.74% |
$2.79M - $2.91M
|
251K
$13.6M
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
51.4KNew |
$2.63M - $2.74M
|
51.4K
$2.79M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50.7KNew |
$2.59M - $2.7M
|
50.7K
$2.75M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
50.6K+ 1093.35% |
$2.59M - $2.7M
|
55.3K
$3M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49K+ 1055.06% |
$2.5M - $2.61M
|
53.7K
$2.91M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
48.2K+ 946.67% |
$2.46M - $2.57M
|
53.3K
$2.89M
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
46.2K+ 6.99% |
$2.36M - $2.46M
|
707K
$38.3M
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
44.7K+ 80.73% |
$2.28M - $2.38M
|
100K
$5.43M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
44.5K+ 55.75% |
$2.27M - $2.37M
|
124K
$6.74M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
42K+ 42.4% |
$2.15M - $2.24M
|
141K
$7.65M
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
41.7K+ 29.26% |
$2.13M - $2.22M
|
184K
$9.99M
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
40.3K+ 16.16% |
$2.06M - $2.15M
|
290K
$15.7M
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
39.7K+ 186.71% |
$2.03M - $2.11M
|
60.9K
$3.3M
|