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 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
10+ 0.18% |
$513 - $537
|
5.65K
$306K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.67% |
$411 - $430
|
488
$26.5K
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
7New |
$359 - $376
|
7
$380
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
7New |
$359 - $376
|
7
$380
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
6+ 0.12% |
$308 - $322
|
4.9K
$266K
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
4+ 7.14% |
$205 - $215
|
60
$3.25K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.76% |
$205 - $215
|
528
$28.6K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.39% |
$154 - $161
|
219
$11.9K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.47% |
$154 - $161
|
648
$35.1K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.23% |
$103 - $107
|
165
$8.95K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.33% |
$103 - $107
|
152
$8.24K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.92% |
$51.3 - $53.7
|
110
$5.97K
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.0% |
$51.3 - $53.7
|
44.4K
$2.41M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 1.2% |
$51.3 - $53.7
|
84
$4.56K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2- -0.0% |
$103 - $107
|
45.7K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8- 0.04% |
$411 - $430
|
20.9K
$1.13M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 1.92% |
$616 - $645
|
612
$33.2K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16- 3.38% |
$821 - $860
|
458
$24.8K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 0.81% |
$1.08K - $1.13K
|
2.56K
$139K
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-23- 0.71% |
$1.18K - $1.24K
|
3.21K
$174K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-28- 0.42% |
$1.44K - $1.5K
|
6.57K
$356K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-29- 3.69% |
$1.49K - $1.56K
|
757
$41.1K
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.2% |
$1.69K - $1.77K
|
16.8K
$914K
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-34- 0.1% |
$1.75K - $1.83K
|
35.2K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-50- 1.03% |
$2.57K - $2.69K
|
4.82K
$261K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-70- 0.8% |
$3.59K - $3.76K
|
8.69K
$471K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-90- 0.42% |
$4.62K - $4.84K
|
21.1K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-103- 0.07% |
$5.29K - $5.54K
|
145K
$7.87M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-108- 1.78% |
$5.54K - $5.8K
|
5.96K
$323K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-123- 0.51% |
$6.31K - $6.61K
|
23.8K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-135- 1.55% |
$6.93K - $7.25K
|
8.59K
$466K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-165- 24.44% |
$8.47K - $8.87K
|
510
$27.7K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-197- 1.7% |
$10.1K - $10.6K
|
11.4K
$617K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-219- 6.39% |
$11.2K - $11.8K
|
3.21K
$174K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-225- 5.32% |
$11.5K - $12.1K
|
4.01K
$217K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-254- 3.7% |
$13K - $13.6K
|
6.61K
$359K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-265- 0.08% |
$13.6K - $14.2K
|
327K
$17.7M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-290- 0.78% |
$14.9K - $15.6K
|
36.9K
$2M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-317- 60.73% |
$16.3K - $17K
|
205
$11.1K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-328- 1.45% |
$16.8K - $17.6K
|
22.3K
$1.21M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-335- 1.88% |
$17.2K - $18K
|
17.5K
$949K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-353- 84.45% |
$18.1K - $19K
|
65
$3.52K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-415- 5.17% |
$21.3K - $22.3K
|
7.62K
$413K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-421- 0.47% |
$21.6K - $22.6K
|
89.2K
$4.83M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-449- 6.29% |
$23K - $24.1K
|
6.69K
$363K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-471- 9.44% |
$24.2K - $25.3K
|
4.52K
$245K
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-508- 1.73% |
$26.1K - $27.3K
|
28.8K
$1.56M
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-537- 3.6% |
$27.6K - $28.9K
|
14.4K
$779K
|