Purchases and Sales Made in Q3 2024 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 2024. 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 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
54.4K+ 13.61% |
$2.77M - $2.93M
|
454K
$23.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.1K+ 1.18% |
$2.55M - $2.7M
|
4.31M
$224M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
48.5KNew |
$2.47M - $2.61M
|
48.5K
$2.52M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
48.2K+ 30.7% |
$2.45M - $2.6M
|
205K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.5K+ 179.04% |
$2.31M - $2.45M
|
70.9K
$3.68M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45.5K+ 2.87% |
$2.31M - $2.45M
|
1.63M
$84.8M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
42.3KNew |
$2.15M - $2.28M
|
42.3K
$2.2M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
41.1KNew |
$2.09M - $2.22M
|
41.1K
$2.14M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
40.7KNew |
$2.07M - $2.19M
|
40.7K
$2.12M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
39.7K+ 46.28% |
$2.02M - $2.14M
|
126K
$6.52M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37.7K+ 3.43% |
$1.91M - $2.03M
|
1.13M
$58.9M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
37.2KNew |
$1.89M - $2M
|
37.2K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.1K+ 14.65% |
$1.89M - $2M
|
290K
$15.1M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 758.21% |
$1.75M - $1.86M
|
39.1K
$2.03M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
33.8K+ 6.15% |
$1.72M - $1.82M
|
583K
$30.3M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.8K+ 113.64% |
$1.72M - $1.82M
|
63.5K
$3.3M
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33.2K+ 31.36% |
$1.69M - $1.79M
|
139K
$7.23M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
31.6K+ 82.8% |
$1.61M - $1.7M
|
69.7K
$3.62M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
31.3K+ 17.9% |
$1.59M - $1.69M
|
206K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 1.04% |
$1.49M - $1.57M
|
2.83M
$147M
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.47M - $1.55M
|
28.8K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27KNew |
$1.37M - $1.45M
|
27K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
25.9K+ 23.63% |
$1.32M - $1.4M
|
136K
$7.05M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.6K+ 29.05% |
$1.3M - $1.38M
|
114K
$5.9M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
25.4K+ 375.18% |
$1.29M - $1.37M
|
32.1K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
24.2K+ 72.08% |
$1.23M - $1.3M
|
57.8K
$3M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
23.9K+ 2.76% |
$1.22M - $1.29M
|
889K
$46.2M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.6K+ 26.34% |
$1.2M - $1.27M
|
113K
$5.88M
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
23.5KNew |
$1.2M - $1.27M
|
23.5K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
23.4K+ 6.74% |
$1.19M - $1.26M
|
370K
$19.2M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
23.2K+ 4.82% |
$1.18M - $1.25M
|
505K
$26.3M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23K+ 1.24% |
$1.17M - $1.24M
|
1.88M
$97.9M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
22.9K+ 8.99% |
$1.17M - $1.24M
|
278K
$14.4M
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
22.6KNew |
$1.15M - $1.22M
|
22.6K
$1.18M
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
22.5K+ 3.33% |
$1.15M - $1.21M
|
698K
$36.3M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
20.8K+ 11.18% |
$1.06M - $1.12M
|
207K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$1.05M - $1.11M
|
20.7K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
20.5K+ 8.84% |
$1.04M - $1.11M
|
253K
$13.1M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.3KNew |
$1.03M - $1.09M
|
20.3K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
20.2K+ 1.77% |
$1.03M - $1.09M
|
1.16M
$60.3M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20K+ 39.14% |
$1.02M - $1.08M
|
71K
$3.69M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
19.7KNew |
$1M - $1.06M
|
19.7K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19.7K+ 13.84% |
$1M - $1.06M
|
162K
$8.4M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
19.5K+ 32.52% |
$990K - $1.05M
|
79.4K
$4.12M
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.5K+ 7.74% |
$942K - $998K
|
258K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.1K+ 125.41% |
$919K - $973K
|
32.5K
$1.69M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.5K+ 8.61% |
$892K - $945K
|
221K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.2K+ 11.51% |
$875K - $927K
|
167K
$8.65M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
15.9K+ 12.5% |
$808K - $856K
|
143K
$7.43M
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
15.4KNew |
$781K - $827K
|
15.4K
$797K
|