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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
54.8K+ 4.81% |
$2.78M - $2.85M
|
1.19M
$60.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.7K+ 61.56% |
$2.78M - $2.85M
|
144K
$7.32M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49.8K+ 4.92% |
$2.53M - $2.59M
|
1.06M
$54.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
49.5K+ 58.39% |
$2.51M - $2.58M
|
134K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
48.3K+ 3.93% |
$2.46M - $2.52M
|
1.28M
$65.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
48K+ 31.45% |
$2.44M - $2.5M
|
201K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
45.9K+ 18.86% |
$2.34M - $2.39M
|
290K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43.9KNew |
$2.23M - $2.28M
|
43.9K
$2.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43.4KNew |
$2.21M - $2.26M
|
43.4K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.5K+ 16.65% |
$2.11M - $2.16M
|
290K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
41.2K+ 10.66% |
$2.1M - $2.15M
|
428K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
37.8K+ 3.36% |
$1.92M - $1.97M
|
1.16M
$59.2M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
37.1K+ 27.31% |
$1.88M - $1.93M
|
173K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.3K+ 2.24% |
$1.74M - $1.79M
|
1.57M
$80M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31.6K+ 97.23% |
$1.61M - $1.65M
|
64.1K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
30.2K+ 548.97% |
$1.53M - $1.57M
|
35.6K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
30.2K+ 6.8% |
$1.53M - $1.57M
|
474K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30K+ 327.07% |
$1.53M - $1.56M
|
39.2K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 6813.43% |
$1.5M - $1.53M
|
29.9K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28.3K+ 34.95% |
$1.44M - $1.47M
|
109K
$5.56M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.9K+ 9.66% |
$1.42M - $1.45M
|
317K
$16.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
27.3K+ 42.74% |
$1.39M - $1.42M
|
91.3K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
26.1K+ 41.87% |
$1.33M - $1.36M
|
88.5K
$4.51M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
24.5K+ 11.27% |
$1.24M - $1.27M
|
242K
$12.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
23.9K+ 1.74% |
$1.22M - $1.25M
|
1.4M
$71.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
23.8K+ 26.33% |
$1.21M - $1.24M
|
114K
$5.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
23.2K+ 25.78% |
$1.18M - $1.21M
|
113K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.2K+ 389.33% |
$1.13M - $1.16M
|
27.9K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
21.7K+ 19.85% |
$1.1M - $1.13M
|
131K
$6.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 3.98% |
$991K - $1.01M
|
509K
$25.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.4K+ 8.36% |
$984K - $1.01M
|
251K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
19K+ 4.27% |
$968K - $991K
|
465K
$23.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18.8K+ 18.04% |
$955K - $979K
|
123K
$6.27M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
18.3K+ 66.33% |
$928K - $951K
|
45.8K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.7K+ 1.78% |
$899K - $921K
|
1.01M
$51.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
17K+ 9.74% |
$863K - $884K
|
191K
$9.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 20.21% |
$858K - $879K
|
100K
$5.12M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.7K+ 4.32% |
$850K - $871K
|
404K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 0.34% |
$826K - $847K
|
4.86M
$248M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 14.95% |
$816K - $836K
|
123K
$6.29M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
15.7K+ 2601.32% |
$800K - $819K
|
16.3K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.7K+ 105.43% |
$797K - $816K
|
30.6K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.2K+ 11.62% |
$775K - $794K
|
146K
$7.46M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
14.9K+ 44.63% |
$759K - $777K
|
48.4K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
14.9K+ 1.79% |
$755K - $773K
|
843K
$43M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.5K+ 29.49% |
$736K - $754K
|
63.6K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
14.2K+ 4.0% |
$722K - $740K
|
370K
$18.8M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.7K+ 49.92% |
$697K - $714K
|
41.2K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13K+ 11.42% |
$661K - $677K
|
127K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 21.44% |
$660K - $676K
|
73.5K
$3.74M
|