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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$360K - $377K
|
7.01K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
6.48KNew |
$332K - $348K
|
6.48K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.25K+ 1.57% |
$321K - $336K
|
403K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.2KNew |
$318K - $333K
|
6.2K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.18K+ 3.63% |
$317K - $332K
|
176K
$9.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.13KNew |
$315K - $329K
|
6.13K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.84K+ 6.97% |
$300K - $314K
|
89.7K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
5.82KNew |
$299K - $313K
|
5.82K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.82KNew |
$298K - $312K
|
5.82K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.77K+ 48.59% |
$296K - $310K
|
17.6K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.7K+ 24.55% |
$292K - $306K
|
28.9K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
5.46K+ 5.17% |
$280K - $293K
|
111K
$5.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.37KNew |
$276K - $289K
|
5.37K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.32KNew |
$273K - $286K
|
5.32K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.31K+ 1.09% |
$272K - $285K
|
493K
$25.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.3K+ 32.74% |
$272K - $285K
|
21.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.25KNew |
$270K - $282K
|
5.25K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.2KNew |
$267K - $279K
|
5.2K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.18K+ 5.33% |
$266K - $279K
|
103K
$5.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
5.18K+ 7.35% |
$266K - $279K
|
75.7K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.1K+ 116.12% |
$262K - $274K
|
9.49K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.94KNew |
$254K - $266K
|
4.94K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
4.68KNew |
$240K - $251K
|
4.68K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.67K+ 5.52% |
$240K - $251K
|
89.3K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.65K+ 8.56% |
$238K - $250K
|
58.9K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.52K+ 4.2% |
$232K - $243K
|
112K
$5.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.48KNew |
$230K - $241K
|
4.48K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.43KNew |
$227K - $238K
|
4.43K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.41K+ 3.23% |
$226K - $237K
|
141K
$7.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.33KNew |
$222K - $233K
|
4.33K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.29KNew |
$220K - $231K
|
4.29K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.27K+ 5.23% |
$219K - $230K
|
85.9K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 2.27% |
$216K - $226K
|
189K
$9.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.17KNew |
$214K - $224K
|
4.17K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.14K+ 13.47% |
$212K - $222K
|
34.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.02K+ 2.83% |
$206K - $216K
|
146K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
4.01KNew |
$206K - $216K
|
4.01K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.01KNew |
$206K - $215K
|
4.01K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4K+ 12.21% |
$205K - $215K
|
36.7K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.99K+ 2.19% |
$205K - $214K
|
186K
$9.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.94KNew |
$202K - $212K
|
3.94K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.92KNew |
$201K - $211K
|
3.92K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.89K+ 1.25% |
$200K - $209K
|
314K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.87K+ 23.89% |
$199K - $208K
|
20.1K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.75K+ 1.52% |
$192K - $201K
|
250K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 12.04% |
$186K - $195K
|
33.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.61K+ 5.78% |
$185K - $194K
|
66.1K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.44KNew |
$177K - $185K
|
3.44K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.41K+ 4.8% |
$175K - $183K
|
74.5K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.37K+ 29.69% |
$173K - $181K
|
14.7K
$772K
|