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 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
437+ 0.69% |
$22.4K - $23.5K
|
64.1K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
406New |
$20.8K - $21.8K
|
406
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
400New |
$20.5K - $21.5K
|
400
$20.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
375+ 0.65% |
$19.2K - $20.2K
|
57.9K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
312+ 2.49% |
$16K - $16.8K
|
12.9K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
310+ 4.99% |
$15.9K - $16.7K
|
6.52K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
293+ 112.69% |
$15K - $15.7K
|
553
$28.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
278+ 0.93% |
$14.3K - $14.9K
|
30.3K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
254+ 230.91% |
$13K - $13.6K
|
364
$18.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
248+ 0.34% |
$12.7K - $13.3K
|
74.2K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
227+ 4.52% |
$11.7K - $12.2K
|
5.25K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
210+ 51.47% |
$10.8K - $11.3K
|
618
$32.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
203New |
$10.4K - $10.9K
|
203
$10.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
190New |
$9.75K - $10.2K
|
190
$9.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
188+ 3.55% |
$9.65K - $10.1K
|
5.48K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
185+ 0.79% |
$9.5K - $9.94K
|
23.5K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 2187.5% |
$8.98K - $9.4K
|
183
$9.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
142New |
$7.29K - $7.63K
|
142
$7.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
128+ 1.52% |
$6.57K - $6.88K
|
8.57K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 1.71% |
$5.13K - $5.37K
|
5.95K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
97+ 7.79% |
$4.98K - $5.21K
|
1.34K
$69.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
95+ 1.94% |
$4.88K - $5.11K
|
4.99K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
92New |
$4.72K - $4.94K
|
92
$4.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 2.9% |
$4.62K - $4.84K
|
3.19K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
86+ 1.71% |
$4.41K - $4.62K
|
5.1K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
75+ 1.51% |
$3.85K - $4.03K
|
5.05K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 0.83% |
$3.75K - $3.92K
|
8.83K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
67+ 0.2% |
$3.44K - $3.6K
|
34.1K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
64+ 1.52% |
$3.29K - $3.44K
|
4.29K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
59+ 12.72% |
$3.03K - $3.17K
|
523
$27.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49+ 1.24% |
$2.52K - $2.63K
|
4.01K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
35+ 0.42% |
$1.8K - $1.88K
|
8.37K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$1.75K - $1.83K
|
34
$1.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.35% |
$1.28K - $1.34K
|
7.09K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24+ 3.93% |
$1.23K - $1.29K
|
635
$33K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.3% |
$1.18K - $1.24K
|
7.74K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
20+ 0.48% |
$1.03K - $1.07K
|
4.19K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 0.41% |
$770 - $806
|
3.67K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14+ 0.16% |
$719 - $752
|
8.75K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$513 - $537
|
3.59K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.67% |
$411 - $430
|
488
$25.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
6+ 0.12% |
$308 - $322
|
4.9K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
4+ 7.14% |
$205 - $215
|
60
$3.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.76% |
$205 - $215
|
528
$27.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.39% |
$154 - $161
|
219
$11.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.23% |
$103 - $107
|
165
$8.57K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.33% |
$103 - $107
|
152
$7.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.2% |
$51.3 - $53.7
|
84
$4.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.92% |
$51.3 - $53.7
|
110
$5.71K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|