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 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.69K- 4.81% |
$86K - $91.2K
|
33.5K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.89K- 4.16% |
$96.3K - $102K
|
43.7K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.9K- 69.51% |
$96.6K - $102K
|
833
$43.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.92K- 8.08% |
$97.8K - $104K
|
21.9K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 37.05% |
$97.9K - $104K
|
3.27K
$170K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.16K- 28.93% |
$110K - $116K
|
5.3K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 14.47% |
$111K - $117K
|
12.9K
$668K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-2.37K- 11.71% |
$120K - $127K
|
17.8K
$927K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.46K- 4.58% |
$125K - $133K
|
51.3K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.56K- 7.62% |
$130K - $138K
|
31K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.6K- 16.09% |
$132K - $140K
|
13.6K
$705K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.61K- 42.2% |
$133K - $141K
|
3.58K
$186K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 18.46% |
$133K - $141K
|
11.6K
$601K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.62K- 30.12% |
$133K - $141K
|
6.08K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.69K- 10.11% |
$137K - $145K
|
23.9K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.72K- 15.88% |
$138K - $146K
|
14.4K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.84K- 4.43% |
$144K - $153K
|
61.3K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.95K- 3.14% |
$150K - $159K
|
90.9K
$4.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.28K- 26.9% |
$167K - $177K
|
8.9K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.37K- 47.47% |
$172K - $182K
|
3.73K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.46K- 27.35% |
$176K - $186K
|
9.18K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-3.7K- 23.59% |
$188K - $199K
|
12K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-3.99K- 7.94% |
$203K - $215K
|
46.2K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.02K- 18.59% |
$204K - $217K
|
17.6K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.32K- 5.38% |
$220K - $233K
|
76K
$3.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.41K- 5.89% |
$224K - $238K
|
70.5K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-4.75K- 9.1% |
$242K - $256K
|
47.5K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.94K- 48.81% |
$251K - $266K
|
5.18K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.37K- 3.01% |
$273K - $289K
|
173K
$8.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.47K- 21.71% |
$278K - $294K
|
19.7K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.56K- 1.9% |
$283K - $300K
|
287K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.61K- 3.93% |
$285K - $302K
|
137K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.75K- 6.42% |
$293K - $310K
|
83.9K
$4.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.76K- 57.64% |
$293K - $310K
|
4.23K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.02K- 6.4% |
$306K - $325K
|
88.1K
$4.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.27K- 2.84% |
$319K - $338K
|
214K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6.53K- 8.31% |
$332K - $352K
|
72.1K
$3.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.58K- 2.77% |
$334K - $354K
|
231K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.55K- 19.61% |
$384K - $407K
|
31K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.72K- 7.54% |
$392K - $416K
|
94.6K
$4.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.12K- 48.2% |
$413K - $437K
|
8.73K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-8.37K- 10.53% |
$426K - $451K
|
71.2K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.67K- 80.74% |
$441K - $467K
|
2.07K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.2K- 17.72% |
$468K - $496K
|
42.7K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.2K- 20.57% |
$468K - $496K
|
35.5K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-9.5K- 9.42% |
$483K - $512K
|
91.4K
$4.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 14.89% |
$512K - $543K
|
57.6K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10.9K- 3.71% |
$557K - $590K
|
284K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-11.9K- 9.86% |
$603K - $639K
|
109K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 1.52% |
$629K - $666K
|
799K
$41.5M
|