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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.17K- 0.94% |
$214K - $224K
|
441K
$23.2M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 27.96% |
$216K - $226K
|
10.9K
$571K
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-4.3K- 35.83% |
$221K - $231K
|
7.7K
$405K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.36K- 1.39% |
$224K - $234K
|
309K
$16.3M
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.41K- 7.54% |
$226K - $237K
|
54K
$2.84M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.5K- 14.16% |
$231K - $242K
|
27.3K
$1.43M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.6K- 69.16% |
$236K - $247K
|
2.05K
$108K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.84K- 7.89% |
$248K - $260K
|
56.5K
$2.97M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 49.66% |
$248K - $260K
|
4.91K
$258K
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-5K- 20.33% |
$257K - $269K
|
19.6K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.82K- 32.78% |
$299K - $313K
|
11.9K
$628K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-7.05K- 25.72% |
$362K - $379K
|
20.4K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.29K- 22.44% |
$374K - $391K
|
25.2K
$1.32M
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.07K- 25.57% |
$414K - $434K
|
23.5K
$1.24M
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.07K- 25.53% |
$466K - $487K
|
26.5K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-9.24K- 13.44% |
$474K - $497K
|
59.5K
$3.13M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.65K- 13.61% |
$495K - $518K
|
61.2K
$3.22M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.69K- 10.99% |
$497K - $521K
|
78.5K
$4.13M
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-10.2K- 9.37% |
$522K - $547K
|
98.3K
$5.17M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-11K- 6.87% |
$567K - $593K
|
150K
$7.87M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11K- 57.03% |
$567K - $593K
|
8.32K
$438K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.5K- 36.97% |
$589K - $616K
|
19.6K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-11.9K- 26.2% |
$613K - $642K
|
33.6K
$1.77M
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-12K- 17.39% |
$616K - $645K
|
57K
$3M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-12.6K- 6.46% |
$646K - $676K
|
182K
$9.58M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 5.72% |
$650K - $680K
|
209K
$11M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.4K- 6.8% |
$687K - $720K
|
183K
$9.65M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13.5K- 26.55% |
$692K - $725K
|
37.3K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-13.9K- 15.57% |
$714K - $748K
|
75.4K
$3.97M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 0.68% |
$717K - $750K
|
2.04M
$107M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14K- 6.55% |
$721K - $755K
|
200K
$10.5M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.6K- 2.27% |
$801K - $839K
|
672K
$35.4M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.6K- 7.27% |
$854K - $894K
|
212K
$11.2M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.6K- 20.18% |
$952K - $997K
|
73.4K
$3.86M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.2K- 59.62% |
$983K - $1.03M
|
13K
$682K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-19.5K- 56.64% |
$1M - $1.05M
|
14.9K
$785K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-22.2K- 76.96% |
$1.14M - $1.19M
|
6.64K
$349K
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-22.2K- 31.2% |
$1.14M - $1.19M
|
49K
$2.58M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-22.8K- 4.7% |
$1.17M - $1.23M
|
463K
$24.4M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-25.5K- 12.67% |
$1.31M - $1.37M
|
175K
$9.23M
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-25.9K- 6.48% |
$1.33M - $1.39M
|
374K
$19.7M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.1K- 45.83% |
$1.49M - $1.56M
|
34.4K
$1.81M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-37.4K- 32.63% |
$1.92M - $2.01M
|
77.2K
$4.06M
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-38.8K- 12.78% |
$1.99M - $2.08M
|
265K
$13.9M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-40.6K- 14.61% |
$2.08M - $2.18M
|
237K
$12.5M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.9K- 14.1% |
$2.1M - $2.2M
|
249K
$13.1M
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-44.7K- 61.94% |
$2.29M - $2.4M
|
27.5K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-45.9K- 15.97% |
$2.36M - $2.47M
|
241K
$12.7M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-63.6K- 32.47% |
$3.27M - $3.42M
|
132K
$6.96M
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-74.2K- 18.79% |
$3.81M - $3.99M
|
321K
$16.9M
|