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 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 4.14% |
$751K - $786K
|
368K
$19.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$684K - $717K
|
13.3K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 26.13% |
$636K - $666K
|
59.8K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.3K+ 17.31% |
$631K - $660K
|
83.3K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 8.65% |
$577K - $604K
|
141K
$7.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.2KNew |
$526K - $551K
|
10.2K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10K+ 10.62% |
$516K - $540K
|
105K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10K+ 198.61% |
$513K - $537K
|
15K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.43K+ 9.56% |
$484K - $507K
|
108K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.13K+ 0.61% |
$468K - $490K
|
1.51M
$78.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.95KNew |
$460K - $481K
|
8.95K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.92K+ 7.09% |
$458K - $479K
|
135K
$7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.73K+ 1.41% |
$448K - $469K
|
626K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.51K+ 4.48% |
$437K - $457K
|
199K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.51K+ 3.36% |
$437K - $457K
|
261K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.88K+ 3.95% |
$404K - $423K
|
207K
$10.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.74KNew |
$397K - $416K
|
7.74K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.67K+ 2.48% |
$394K - $412K
|
316K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.52K+ 6.4% |
$386K - $404K
|
125K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.4KNew |
$380K - $398K
|
7.4K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6.48KNew |
$332K - $348K
|
6.48K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.25K+ 1.57% |
$321K - $336K
|
403K
$20.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.2KNew |
$318K - $333K
|
6.2K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.13KNew |
$315K - $329K
|
6.13K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.82KNew |
$298K - $312K
|
5.82K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.7K+ 24.55% |
$292K - $306K
|
28.9K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.46K+ 5.17% |
$280K - $293K
|
111K
$5.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.37KNew |
$276K - $289K
|
5.37K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.31K+ 1.09% |
$272K - $285K
|
493K
$25.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.3K+ 32.74% |
$272K - $285K
|
21.5K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$270K - $282K
|
5.25K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$267K - $279K
|
5.2K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.18K+ 5.33% |
$266K - $279K
|
103K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5.18K+ 7.35% |
$266K - $279K
|
75.7K
$3.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.65K+ 8.56% |
$238K - $250K
|
58.9K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.52K+ 4.2% |
$232K - $243K
|
112K
$5.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.43KNew |
$227K - $238K
|
4.43K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 3.23% |
$226K - $237K
|
141K
$7.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.29KNew |
$220K - $231K
|
4.29K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.27K+ 5.23% |
$219K - $230K
|
85.9K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 2.27% |
$216K - $226K
|
189K
$9.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.17KNew |
$214K - $224K
|
4.17K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.14K+ 13.47% |
$212K - $222K
|
34.9K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.02K+ 2.83% |
$206K - $216K
|
146K
$7.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.01KNew |
$206K - $215K
|
4.01K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4K+ 12.21% |
$205K - $215K
|
36.7K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.94KNew |
$202K - $212K
|
3.94K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.75K+ 1.52% |
$192K - $201K
|
250K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 12.04% |
$186K - $195K
|
33.7K
$1.75M
|