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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
460+ 10.16% |
$23.4K - $24.8K
|
4.99K
$262K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
418New |
$21.3K - $22.5K
|
418
$22K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
408New |
$20.7K - $22K
|
408
$21.5K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
387+ 3.14% |
$19.7K - $20.9K
|
12.7K
$668K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
371+ 8.77% |
$18.9K - $20K
|
4.6K
$242K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
368+ 0.5% |
$18.7K - $19.8K
|
73.9K
$3.89M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
341+ 0.62% |
$17.3K - $18.4K
|
55.1K
$2.9M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
326New |
$16.6K - $17.6K
|
326
$17.2K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
298+ 0.61% |
$15.2K - $16.1K
|
49.4K
$2.6M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
275+ 0.31% |
$14K - $14.8K
|
89.6K
$4.71M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
260New |
$13.2K - $14K
|
260
$13.7K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
233+ 15.68% |
$11.8K - $12.6K
|
1.72K
$90.4K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
221+ 0.93% |
$11.2K - $11.9K
|
24K
$1.26M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
216New |
$11K - $11.6K
|
216
$11.4K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
208+ 0.04% |
$10.6K - $11.2K
|
493K
$25.9M
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
190+ 4.86% |
$9.66K - $10.2K
|
4.1K
$216K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
168+ 3.61% |
$8.54K - $9.05K
|
4.82K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
165+ 4.98% |
$8.39K - $8.89K
|
3.48K
$183K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
163New |
$8.29K - $8.78K
|
163
$8.58K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
139+ 2.34% |
$7.07K - $7.49K
|
6.07K
$319K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
133New |
$6.76K - $7.17K
|
133
$7K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
129+ 0.55% |
$6.56K - $6.95K
|
23.6K
$1.24M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
120+ 1.1% |
$6.1K - $6.47K
|
11.1K
$582K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
117+ 1.92% |
$5.95K - $6.3K
|
6.22K
$327K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
108New |
$5.49K - $5.82K
|
108
$5.68K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96+ 1.69% |
$4.88K - $5.17K
|
5.77K
$304K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
93+ 0.17% |
$4.73K - $5.01K
|
55.2K
$2.9M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
93+ 21.68% |
$4.73K - $5.01K
|
522
$27.5K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
92+ 0.09% |
$4.68K - $4.96K
|
97.3K
$5.12M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 44.94% |
$3.61K - $3.83K
|
229
$12K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
58+ 0.99% |
$2.95K - $3.13K
|
5.89K
$310K
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
52+ 0.79% |
$2.64K - $2.8K
|
6.59K
$347K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
49New |
$2.49K - $2.64K
|
49
$2.58K
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
49+ 1.19% |
$2.49K - $2.64K
|
4.17K
$219K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
46+ 1.1% |
$2.34K - $2.48K
|
4.22K
$222K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
36+ 76.6% |
$1.83K - $1.94K
|
83
$4.37K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
33+ 0.47% |
$1.68K - $1.78K
|
7.09K
$373K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29+ 0.45% |
$1.47K - $1.56K
|
6.49K
$341K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27+ 0.79% |
$1.37K - $1.45K
|
3.43K
$180K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
26+ 0.15% |
$1.32K - $1.4K
|
17.6K
$925K
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.3% |
$1.27K - $1.35K
|
8.33K
$438K
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
17+ 0.05% |
$864 - $916
|
35.3K
$1.86M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15+ 0.35% |
$763 - $808
|
4.28K
$225K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 0.13% |
$559 - $593
|
8.74K
$460K
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.16% |
$509 - $539
|
6.21K
$327K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8New |
$407 - $431
|
8
$421
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
7New |
$356 - $377
|
7
$368
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.27% |
$356 - $377
|
2.58K
$136K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.7% |
$305 - $323
|
862
$45.3K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.05% |
$254 - $269
|
480
$25.3K
|