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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.5K+ 4.88% |
$735K - $779K
|
310K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
14.2K+ 9.55% |
$722K - $765K
|
163K
$8.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.9K+ 83.11% |
$705K - $747K
|
30.5K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 7.29% |
$694K - $736K
|
201K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
13.6K+ 14.77% |
$691K - $732K
|
106K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
13.2K+ 14.37% |
$672K - $712K
|
105K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
13.1KNew |
$666K - $706K
|
13.1K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
12.9K+ 4.29% |
$656K - $695K
|
314K
$16.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.4KNew |
$629K - $666K
|
12.4K
$642K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.9KNew |
$604K - $640K
|
11.9K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 16.24% |
$601K - $637K
|
84.6K
$4.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.8K+ 6.62% |
$600K - $636K
|
190K
$9.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.7K+ 3.02% |
$592K - $628K
|
397K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
11.6KNew |
$591K - $627K
|
11.6K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.3K+ 119.15% |
$574K - $608K
|
20.8K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
10.9K+ 2.28% |
$554K - $587K
|
489K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
10.8K+ 8.54% |
$551K - $584K
|
138K
$7.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
10.3K+ 17.68% |
$525K - $557K
|
68.8K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.1KNew |
$516K - $546K
|
10.1K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.91K+ 2.88% |
$504K - $534K
|
354K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.71KNew |
$494K - $523K
|
9.71K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
9.21KNew |
$468K - $496K
|
9.21K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
9.21K+ 61.83% |
$468K - $496K
|
24.1K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.17K+ 3.24% |
$466K - $494K
|
293K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
9.14KNew |
$465K - $492K
|
9.14K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.01K+ 3.54% |
$458K - $486K
|
263K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.44K+ 43.73% |
$429K - $455K
|
27.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.22KNew |
$418K - $443K
|
8.22K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.88K+ 6.46% |
$401K - $425K
|
130K
$6.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
7.8K+ 4.14% |
$396K - $420K
|
196K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.71KNew |
$392K - $416K
|
7.71K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
7.43K+ 32.19% |
$378K - $400K
|
30.5K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.4KNew |
$376K - $399K
|
7.4K
$384K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.36K+ 1.53% |
$374K - $397K
|
488K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.14KNew |
$363K - $385K
|
7.14K
$371K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.89KNew |
$350K - $371K
|
6.89K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.65KNew |
$338K - $358K
|
6.65K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.5KNew |
$331K - $350K
|
6.5K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.46K+ 27.34% |
$328K - $348K
|
30.1K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.31K+ 148.56% |
$321K - $340K
|
10.6K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
6.25KNew |
$318K - $337K
|
6.25K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
6.11K+ 4.43% |
$310K - $329K
|
144K
$7.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.05K+ 1.9% |
$308K - $326K
|
325K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.94KNew |
$302K - $320K
|
5.94K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.86K+ 21.21% |
$298K - $316K
|
33.5K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5.85K+ 3.98% |
$298K - $315K
|
153K
$7.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.63K+ 98.5% |
$286K - $303K
|
11.3K
$589K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.58K+ 1.42% |
$284K - $301K
|
400K
$20.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.55K+ 7.25% |
$282K - $299K
|
82K
$4.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
5.53K+ 2.58% |
$281K - $298K
|
220K
$11.4M
|