Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.09K- 2.96% |
$150K - $157K
|
101K
$5.22M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-3.17K- 4.83% |
$154K - $161K
|
62.4K
$3.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.28K- 29.29% |
$159K - $166K
|
7.91K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.3K- 35.19% |
$160K - $168K
|
6.07K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.36K- 5.33% |
$163K - $171K
|
59.6K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.42K- 2.18% |
$166K - $174K
|
154K
$7.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 5.09% |
$174K - $182K
|
66.7K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-3.81K- 2.98% |
$185K - $194K
|
124K
$6.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.85K- 19.32% |
$187K - $196K
|
16.1K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.86K- 23.48% |
$187K - $196K
|
12.6K
$647K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.93K- 0.82% |
$191K - $200K
|
476K
$24.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4K- 17.55% |
$194K - $203K
|
18.8K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.41K- 23.93% |
$214K - $224K
|
14K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.42K- 4.68% |
$215K - $224K
|
89.9K
$4.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.65K- 4.84% |
$226K - $236K
|
91.4K
$4.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.85K- 7.23% |
$235K - $246K
|
62.2K
$3.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.96K- 9.89% |
$241K - $252K
|
45.1K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.06K- 4.76% |
$246K - $257K
|
101K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-5.07K- 40.38% |
$246K - $258K
|
7.48K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.11K- 2.74% |
$248K - $260K
|
181K
$9.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.12K- 2.17% |
$249K - $260K
|
230K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.47K- 18.33% |
$266K - $278K
|
24.4K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.83K- 46.14% |
$283K - $296K
|
6.8K
$350K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.94K- 14.91% |
$288K - $302K
|
33.9K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.5K- 47.56% |
$316K - $330K
|
7.17K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.97K- 49.21% |
$338K - $354K
|
7.19K
$370K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.99K- 11.42% |
$339K - $355K
|
54.2K
$2.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.54K- 35.5% |
$415K - $434K
|
15.5K
$799K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.89K- 21.99% |
$432K - $452K
|
31.5K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.33K- 22.79% |
$453K - $474K
|
31.6K
$1.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.33K- 7.04% |
$453K - $474K
|
123K
$6.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.36K- 9.86% |
$455K - $476K
|
85.6K
$4.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-9.37K- 10.21% |
$455K - $476K
|
82.4K
$4.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-9.7K- 68.69% |
$471K - $493K
|
4.42K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-12.7K- 9.11% |
$617K - $645K
|
127K
$6.52M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12.7K- 9.11% |
$617K - $645K
|
127K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-12.8K- 75.21% |
$620K - $649K
|
4.21K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-12.9K- 4.68% |
$627K - $656K
|
263K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-14K- 6.18% |
$679K - $711K
|
212K
$10.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-14.3K- 23.58% |
$696K - $728K
|
46.4K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-16.3K- 2.37% |
$791K - $827K
|
670K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.5K- 0.93% |
$849K - $888K
|
1.87M
$96.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.1K- 68.5% |
$878K - $919K
|
8.31K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18.4K- 98.01% |
$892K - $933K
|
373
$19.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.8K- 43.11% |
$912K - $955K
|
24.8K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-19.2K- 66.03% |
$932K - $976K
|
9.87K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-19.4K- 13.48% |
$945K - $988K
|
125K
$6.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-21.1K- 15.94% |
$1.03M - $1.07M
|
111K
$5.74M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-22K- 78.68% |
$1.07M - $1.12M
|
5.96K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26.3K- 99.71% |
$1.28M - $1.33M
|
77
$3.96K
|