Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.82K+ 11.62% |
$189K - $199K
|
36.7K
$1.89M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.62KNew |
$179K - $188K
|
3.62K
$187K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.47KNew |
$171K - $180K
|
3.47K
$178K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.41K+ 31.74% |
$169K - $178K
|
14.2K
$730K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 7.97% |
$163K - $171K
|
44.6K
$2.3M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 37.62% |
$159K - $167K
|
11.8K
$605K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.15K+ 29.36% |
$155K - $164K
|
13.9K
$714K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.15K+ 29.36% |
$155K - $164K
|
13.9K
$714K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.88K+ 1.63% |
$142K - $150K
|
180K
$9.27M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.84K+ 6.45% |
$140K - $148K
|
46.9K
$2.42M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.65K+ 0.22% |
$131K - $138K
|
1.2M
$62M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.59K+ 21.11% |
$128K - $135K
|
14.9K
$765K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.52KNew |
$124K - $131K
|
2.52K
$130K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.36K+ 28.91% |
$117K - $123K
|
10.5K
$543K
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.36K+ 6.22% |
$117K - $123K
|
40.3K
$2.08M
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.34K+ 3.77% |
$116K - $122K
|
64.4K
$3.32M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.18KNew |
$108K - $113K
|
2.18K
$112K
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.98K+ 2.48% |
$97.9K - $103K
|
81.9K
$4.22M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 47.14% |
$94.7K - $99.7K
|
5.99K
$308K
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.86K+ 12.44% |
$91.7K - $96.6K
|
16.8K
$864K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.81K+ 3.89% |
$89.3K - $94.1K
|
48.3K
$2.49M
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 12.25% |
$83.7K - $88.2K
|
15.5K
$800K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 1055.63% |
$83.4K - $87.8K
|
1.85K
$95.2K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 35.41% |
$82.8K - $87.2K
|
6.41K
$330K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.65K+ 3.0% |
$81.7K - $86K
|
56.8K
$2.92M
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.64K+ 1.91% |
$81K - $85.3K
|
87.7K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 58.83% |
$80.7K - $85K
|
4.41K
$227K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.51K+ 4.45% |
$74.6K - $78.6K
|
35.5K
$1.83M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.41KNew |
$69.7K - $73.4K
|
1.41K
$72.7K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.41K+ 2.28% |
$69.4K - $73.1K
|
63.1K
$3.25M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 119.47% |
$69.4K - $73.1K
|
2.58K
$133K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.37K+ 3507.69% |
$67.6K - $71.1K
|
1.41K
$72.4K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3K+ 15.23% |
$64.4K - $67.8K
|
9.87K
$508K
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.22K+ 8.78% |
$60K - $63.2K
|
15.1K
$776K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.12K+ 41.86% |
$55.5K - $58.4K
|
3.81K
$196K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.12K+ 14.82% |
$55.4K - $58.3K
|
8.69K
$448K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 0.8% |
$52.8K - $55.6K
|
134K
$6.91M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 21.77% |
$52.5K - $55.3K
|
5.95K
$306K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
880New |
$43.5K - $45.8K
|
880
$45.3K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
710+ 0.76% |
$35.1K - $36.9K
|
94.4K
$4.86M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
675+ 4.09% |
$33.3K - $35.1K
|
17.2K
$884K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
643+ 14.45% |
$31.8K - $33.4K
|
5.09K
$262K
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
627+ 1.09% |
$31K - $32.6K
|
58.1K
$2.99M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
612New |
$30.2K - $31.8K
|
612
$31.5K
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
605+ 7.98% |
$29.9K - $31.5K
|
8.18K
$421K
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
594+ 0.61% |
$29.3K - $30.9K
|
97.2K
$5.01M
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
571+ 12.61% |
$28.2K - $29.7K
|
5.1K
$263K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
565+ 0.87% |
$27.9K - $29.4K
|
65.8K
$3.39M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
445+ 2.85% |
$22K - $23.1K
|
16K
$826K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
439New |
$21.7K - $22.8K
|
439
$22.6K
|