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 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
175+ 2187.5% |
$8.98K - $9.4K
|
183
$9.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
168+ 17.78% |
$8.62K - $9.03K
|
1.11K
$58.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
166+ 1.5% |
$8.52K - $8.92K
|
11.2K
$590K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
152New |
$7.8K - $8.17K
|
152
$8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
142New |
$7.29K - $7.63K
|
142
$7.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
141+ 0.91% |
$7.24K - $7.58K
|
15.7K
$826K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
128+ 1.52% |
$6.57K - $6.88K
|
8.57K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 1.71% |
$5.13K - $5.37K
|
5.95K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
99+ 0.14% |
$5.08K - $5.32K
|
72.2K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
99New |
$5.08K - $5.32K
|
99
$5.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
97+ 7.79% |
$4.98K - $5.21K
|
1.34K
$70.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
95+ 1.94% |
$4.88K - $5.11K
|
4.99K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
92New |
$4.72K - $4.94K
|
92
$4.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 2.9% |
$4.62K - $4.84K
|
3.19K
$168K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
86+ 1.71% |
$4.41K - $4.62K
|
5.1K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85+ 130.77% |
$4.36K - $4.57K
|
150
$7.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
84+ 0.5% |
$4.31K - $4.51K
|
17K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
75+ 1.51% |
$3.85K - $4.03K
|
5.05K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
73+ 1.11% |
$3.75K - $3.92K
|
6.66K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 0.83% |
$3.75K - $3.92K
|
8.83K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
67+ 0.2% |
$3.44K - $3.6K
|
34.1K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
64+ 1.52% |
$3.29K - $3.44K
|
4.29K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
62New |
$3.18K - $3.33K
|
62
$3.26K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
59+ 12.72% |
$3.03K - $3.17K
|
523
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
57+ 1.36% |
$2.93K - $3.06K
|
4.25K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
49+ 1.24% |
$2.52K - $2.63K
|
4.01K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
40+ 0.56% |
$2.05K - $2.15K
|
7.13K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
37+ 0.21% |
$1.9K - $1.99K
|
17.6K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
35+ 0.42% |
$1.8K - $1.88K
|
8.37K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
34New |
$1.75K - $1.83K
|
34
$1.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.35% |
$1.28K - $1.34K
|
7.09K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24+ 3.93% |
$1.23K - $1.29K
|
635
$33.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.3% |
$1.18K - $1.24K
|
7.74K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
20+ 0.48% |
$1.03K - $1.07K
|
4.19K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.17% |
$975 - $1.02K
|
11K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16+ 0.23% |
$821 - $860
|
7.02K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 0.41% |
$770 - $806
|
3.67K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14+ 0.16% |
$719 - $752
|
8.75K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
10+ 0.18% |
$513 - $537
|
5.65K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10+ 0.28% |
$513 - $537
|
3.59K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.67% |
$411 - $430
|
488
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
6+ 0.12% |
$308 - $322
|
4.9K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.76% |
$205 - $215
|
528
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
4+ 7.14% |
$205 - $215
|
60
$3.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.47% |
$154 - $161
|
648
$34.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.39% |
$154 - $161
|
219
$11.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.23% |
$103 - $107
|
165
$8.68K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.33% |
$103 - $107
|
152
$8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.2% |
$51.3 - $53.7
|
84
$4.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.92% |
$51.3 - $53.7
|
110
$5.79K
|