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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
259+ 5.0% |
$12.2K - $13.5K
|
5.44K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
258New |
$12.2K - $13.5K
|
258
$13.4K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
241+ 39.9% |
$11.4K - $12.6K
|
845
$43.9K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
240+ 1.0% |
$11.3K - $12.5K
|
24.3K
$1.26M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
234+ 4.19% |
$11.1K - $12.2K
|
5.82K
$302K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 8.13% |
$11K - $12.2K
|
3.1K
$161K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
222+ 1.7% |
$10.5K - $11.6K
|
13.3K
$688K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 208.89% |
$8.89K - $9.82K
|
278
$14.4K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
165+ 3.4% |
$7.8K - $8.62K
|
5.02K
$260K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
160+ 7.31% |
$7.56K - $8.36K
|
2.35K
$122K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
147+ 1.39% |
$6.95K - $7.68K
|
10.7K
$558K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
129+ 2.58% |
$6.1K - $6.74K
|
5.12K
$266K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
110New |
$5.2K - $5.75K
|
110
$5.71K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
91New |
$4.3K - $4.75K
|
91
$4.73K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
75New |
$3.55K - $3.92K
|
75
$3.89K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
71+ 20.06% |
$3.36K - $3.71K
|
425
$22.1K
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
71+ 1.06% |
$3.36K - $3.71K
|
6.78K
$352K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
58New |
$2.74K - $3.03K
|
58
$3.01K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
58New |
$2.74K - $3.03K
|
58
$3.01K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
51+ 1.18% |
$2.41K - $2.66K
|
4.36K
$227K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
47New |
$2.22K - $2.45K
|
47
$2.44K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 0.1% |
$1.61K - $1.78K
|
33.2K
$1.72M
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
31+ 0.38% |
$1.47K - $1.62K
|
8.26K
$429K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29+ 25.89% |
$1.37K - $1.51K
|
141
$7.32K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
28+ 0.16% |
$1.32K - $1.46K
|
17.6K
$916K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 3.38% |
$1.28K - $1.41K
|
826
$42.9K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25New |
$1.18K - $1.31K
|
25
$1.3K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 1.0% |
$1.18K - $1.31K
|
2.52K
$131K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
23+ 0.22% |
$1.09K - $1.2K
|
10.5K
$545K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
20New |
$945 - $1.04K
|
20
$1.04K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14+ 19.44% |
$662 - $731
|
86
$4.47K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.27% |
$567 - $627
|
4.49K
$233K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.52% |
$331 - $366
|
467
$24.3K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 0.83% |
$331 - $366
|
847
$44K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.34% |
$142 - $157
|
878
$45.6K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.4% |
$94.5 - $104
|
145
$7.53K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.44% |
$47.3 - $52.2
|
42
$2.18K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1+ 0.04% |
$47.3 - $52.2
|
2.5K
$130K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 1.1% |
$1.89K - $2.09K
|
3.6K
$187K
|
|
Feb 09, 2024
Q4 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-43- 0.27% |
$2.03K - $2.25K
|
15.7K
$813K
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 1.11% |
$2.36K - $2.61K
|
4.46K
$232K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-59- 21.15% |
$2.79K - $3.08K
|
220
$11.4K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-63- 81.82% |
$2.98K - $3.29K
|
14
$727
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-64- 27.35% |
$3.03K - $3.34K
|
170
$8.83K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-66- 1.27% |
$3.12K - $3.45K
|
5.12K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 0.75% |
$3.31K - $3.66K
|
9.21K
$478K
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-74- 33.33% |
$3.5K - $3.87K
|
148
$7.69K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-76- 38.78% |
$3.59K - $3.97K
|
120
$6.23K
|