Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.92M+ 39.2% |
$150M - $157M
|
10.4M
$538M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.32MNew |
$119M - $125M
|
2.32M
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
458K+ 57.28% |
$23.5M - $24.6M
|
1.26M
$65.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
436K+ 6.28% |
$22.4M - $23.4M
|
7.37M
$383M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
394K+ 8.76% |
$20.2M - $21.2M
|
4.89M
$254M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
290KNew |
$14.9M - $15.6M
|
290K
$15M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
261K+ 89.3% |
$13.4M - $14M
|
554K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200K+ 23.19% |
$10.3M - $10.7M
|
1.06M
$55.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
148K+ 34.24% |
$7.57M - $7.93M
|
578K
$30M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
127K+ 61.29% |
$6.51M - $6.81M
|
334K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
115K+ 35.58% |
$5.89M - $6.17M
|
437K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
112KNew |
$5.77M - $6.05M
|
112K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
110K+ 84.62% |
$5.65M - $5.91M
|
240K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
101K+ 30.22% |
$5.19M - $5.43M
|
436K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
93.5KNew |
$4.8M - $5.02M
|
93.5K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.5K+ 4.86% |
$4.7M - $4.92M
|
1.98M
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
86.7KNew |
$4.45M - $4.66M
|
86.7K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
82.8KNew |
$4.25M - $4.45M
|
82.8K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73.7K+ 12.56% |
$3.78M - $3.96M
|
660K
$34.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
63.3K+ 70.6% |
$3.25M - $3.4M
|
153K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.4K+ 1.28% |
$2.94M - $3.08M
|
4.55M
$236M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
49.8KNew |
$2.56M - $2.68M
|
49.8K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
48.4K+ 6.93% |
$2.48M - $2.6M
|
747K
$38.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
48.4KNew |
$2.48M - $2.6M
|
48.4K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
44.9K+ 7.7% |
$2.3M - $2.41M
|
628K
$32.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
42.6KNew |
$2.19M - $2.29M
|
42.6K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
40.3K+ 12.51% |
$2.07M - $2.17M
|
363K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37KNew |
$1.9M - $1.99M
|
37K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
36.9K+ 3.18% |
$1.9M - $1.98M
|
1.2M
$62.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
36.3KNew |
$1.86M - $1.95M
|
36.3K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
30.6K+ 10.35% |
$1.57M - $1.64M
|
326K
$16.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.3K+ 66.97% |
$1.45M - $1.52M
|
70.6K
$3.67M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
28.1K+ 37.59% |
$1.44M - $1.51M
|
103K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
28K+ 45.77% |
$1.44M - $1.51M
|
89.3K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$1.23M - $1.29M
|
23.9K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.3K+ 47.94% |
$1.14M - $1.2M
|
68.7K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22K+ 15.35% |
$1.13M - $1.18M
|
166K
$8.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
21K+ 4.3% |
$1.08M - $1.13M
|
510K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21K+ 235.72% |
$1.08M - $1.13M
|
29.9K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.8K+ 16.57% |
$1.07M - $1.12M
|
146K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.3KNew |
$1.04M - $1.09M
|
20.3K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
19.9K+ 64.32% |
$1.02M - $1.07M
|
50.9K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
19K+ 13.28% |
$975K - $1.02M
|
162K
$8.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.3K+ 13003.76% |
$888K - $929K
|
17.4K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
17.3K+ 0.52% |
$888K - $929K
|
3.34M
$174M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
16.5KNew |
$848K - $888K
|
16.5K
$858K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16.5K+ 107.46% |
$847K - $886K
|
31.8K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
15.3K+ 33.12% |
$785K - $822K
|
61.5K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15K+ 5.71% |
$772K - $808K
|
278K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
15K+ 4.65% |
$768K - $804K
|
337K
$17.5M
|