Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.45M+ 5.09% |
$124M - $127M
|
50.5M
$2.6B
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.26M+ 61.09% |
$115M - $118M
|
5.95M
$307M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.52M+ 19.14% |
$77.1M - $78.9M
|
9.44M
$486M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
913K+ 40.81% |
$46.4M - $47.5M
|
3.15M
$162M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
843K+ 12.31% |
$42.8M - $43.9M
|
7.69M
$396M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
772K+ 21.15% |
$39.2M - $40.2M
|
4.42M
$228M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
772K+ 21.15% |
$39.2M - $40.2M
|
4.42M
$228M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
406K+ 13.84% |
$20.6M - $21.1M
|
3.34M
$172M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
361KNew |
$18.3M - $18.8M
|
361K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
340K+ 12.11% |
$17.3M - $17.7M
|
3.15M
$162M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
320K+ 18.77% |
$16.3M - $16.7M
|
2.03M
$104M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
291K+ 1320.86% |
$14.8M - $15.2M
|
313K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
261K+ 9.44% |
$13.3M - $13.6M
|
3.03M
$156M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
253KNew |
$12.8M - $13.2M
|
253K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
247KNew |
$12.5M - $12.8M
|
247K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
209KNew |
$10.6M - $10.9M
|
209K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
209K+ 427.62% |
$10.6M - $10.9M
|
257K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
179KNew |
$9.08M - $9.3M
|
179K
$9.2M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
173KNew |
$8.78M - $8.99M
|
173K
$8.89M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
172KNew |
$8.75M - $8.96M
|
172K
$8.86M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
171KNew |
$8.67M - $8.88M
|
171K
$8.78M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
165K+ 83.6% |
$8.4M - $8.61M
|
363K
$18.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 3.72% |
$8.05M - $8.25M
|
4.42M
$228M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
150K+ 28.94% |
$7.62M - $7.81M
|
668K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
143K+ 55.73% |
$7.29M - $7.47M
|
401K
$20.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142K+ 115.03% |
$7.22M - $7.39M
|
265K
$13.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
142K+ 924.77% |
$7.21M - $7.39M
|
157K
$8.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
138K+ 187.52% |
$7.03M - $7.2M
|
212K
$10.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
135K+ 25.83% |
$6.88M - $7.05M
|
659K
$33.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
130KNew |
$6.59M - $6.75M
|
130K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130K+ 1955.64% |
$6.59M - $6.75M
|
136K
$7.01M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
127K+ 48.1% |
$6.46M - $6.62M
|
391K
$20.2M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
127K+ 164.23% |
$6.43M - $6.59M
|
204K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
114KNew |
$5.78M - $5.92M
|
114K
$5.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
100KNew |
$5.09M - $5.22M
|
100K
$5.16M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
96.1K+ 39.18% |
$4.89M - $5.01M
|
342K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.4K+ 42.36% |
$4.6M - $4.71M
|
304K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
89.8K+ 43.8% |
$4.56M - $4.67M
|
295K
$15.2M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
88.7K+ 15.58% |
$4.51M - $4.62M
|
658K
$33.9M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
85.4KNew |
$4.34M - $4.44M
|
85.4K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
84.1K+ 63.01% |
$4.27M - $4.38M
|
218K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
83.3K+ 1930.5% |
$4.23M - $4.34M
|
87.6K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79.8K+ 1763.46% |
$4.06M - $4.15M
|
84.3K
$4.34M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
77.3K+ 1.09% |
$3.93M - $4.03M
|
7.19M
$370M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76.7K+ 141.09% |
$3.9M - $4M
|
131K
$6.75M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75.2K+ 4.14% |
$3.82M - $3.92M
|
1.89M
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
67.7K+ 170.33% |
$3.44M - $3.52M
|
107K
$5.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
67.7KNew |
$3.44M - $3.52M
|
67.7K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
60K+ 20.65% |
$3.05M - $3.12M
|
350K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.9K+ 29.28% |
$2.79M - $2.86M
|
242K
$12.5M
|