Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.99KNew |
$94.1K - $104K
|
1.99K
$103K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.9K+ 1.35% |
$89.9K - $99.3K
|
143K
$7.42M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 20.82% |
$82.1K - $90.7K
|
10.1K
$523K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.67K+ 9.46% |
$78.8K - $87K
|
19.3K
$1M
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 6.41% |
$78.7K - $87K
|
27.6K
$1.43M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.67KNew |
$78.7K - $87K
|
1.67K
$86.5K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 78.72% |
$71.5K - $79K
|
3.44K
$178K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.49KNew |
$70.6K - $78K
|
1.49K
$77.5K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 2616.07% |
$69.3K - $76.5K
|
1.52K
$79K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.46K+ 8.83% |
$69.1K - $76.4K
|
18K
$935K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.33K+ 19.53% |
$62.8K - $69.4K
|
8.13K
$422K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.3KNew |
$61.5K - $67.9K
|
1.3K
$67.5K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.3K+ 119.91% |
$61.2K - $67.6K
|
2.38K
$123K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.29K+ 6.02% |
$60.8K - $67.2K
|
22.7K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 26.82% |
$58.1K - $64.2K
|
5.82K
$302K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.2KNew |
$56.5K - $62.5K
|
1.2K
$62.1K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 0.81% |
$52.7K - $58.2K
|
139K
$7.24M
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.02K+ 3.87% |
$48.4K - $53.5K
|
27.5K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 12.33% |
$47.6K - $52.6K
|
9.17K
$476K
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
989+ 6.94% |
$46.8K - $51.7K
|
15.2K
$791K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
951+ 20.03% |
$45K - $49.7K
|
5.7K
$296K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
892New |
$42.2K - $46.6K
|
892
$46.3K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
870+ 0.15% |
$41.1K - $45.4K
|
578K
$30M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
840New |
$39.7K - $43.9K
|
840
$43.6K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
712+ 8.92% |
$33.7K - $37.2K
|
8.69K
$451K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
690New |
$32.6K - $36K
|
690
$35.8K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
648+ 9.04% |
$30.6K - $33.8K
|
7.82K
$406K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
638New |
$30.2K - $33.3K
|
638
$33.1K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
638New |
$30.2K - $33.3K
|
638
$33.1K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
619+ 8.14% |
$29.3K - $32.3K
|
8.22K
$427K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$31.2K
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
581+ 0.38% |
$27.5K - $30.3K
|
154K
$8.02M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
544+ 5.24% |
$25.7K - $28.4K
|
10.9K
$567K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544+ 2.19% |
$25.7K - $28.4K
|
25.3K
$1.32M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
520+ 6.72% |
$24.6K - $27.2K
|
8.26K
$429K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
501New |
$23.7K - $26.2K
|
501
$26K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
471+ 34.89% |
$22.3K - $24.6K
|
1.82K
$94.6K
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
446+ 7.53% |
$21.1K - $23.3K
|
6.37K
$331K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
433+ 11.54% |
$20.5K - $22.6K
|
4.18K
$217K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
402New |
$19K - $21K
|
402
$20.9K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
402+ 8.64% |
$19K - $21K
|
5.05K
$262K
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
395+ 3.97% |
$18.7K - $20.6K
|
10.4K
$538K
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
378New |
$17.9K - $19.7K
|
378
$19.6K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
364+ 7.79% |
$17.2K - $19K
|
5.04K
$261K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
357+ 1.13% |
$16.9K - $18.6K
|
32K
$1.66M
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
340+ 7.23% |
$16.1K - $17.8K
|
5.04K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
339+ 6.63% |
$16K - $17.7K
|
5.46K
$283K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
329New |
$15.6K - $17.2K
|
329
$17.1K
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
293+ 2.16% |
$13.9K - $15.3K
|
13.8K
$718K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
270+ 1.15% |
$12.8K - $14.1K
|
23.7K
$1.23M
|