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 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.3KNew |
$628K - $643K
|
12.3K
$636K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
12.1K+ 6.55% |
$615K - $630K
|
197K
$10.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
12.1K+ 12.33% |
$613K - $627K
|
110K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
11.5K+ 14.38% |
$583K - $597K
|
91.2K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 7.82% |
$554K - $567K
|
150K
$7.74M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.96K+ 29.41% |
$506K - $518K
|
43.8K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.86K+ 7.88% |
$501K - $513K
|
135K
$6.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
9.71K+ 6.84% |
$494K - $506K
|
152K
$7.81M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
9.46K+ 10.2% |
$481K - $493K
|
102K
$5.27M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9.44K+ 6.81% |
$480K - $491K
|
148K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.37K+ 0.35% |
$476K - $488K
|
2.68M
$138M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
9.24K+ 22.94% |
$470K - $481K
|
49.5K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
8.94K+ 12.69% |
$454K - $466K
|
79.4K
$4.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.94K+ 69.23% |
$454K - $465K
|
21.8K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
8.79KNew |
$447K - $457K
|
8.79K
$452K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.78K+ 5.28% |
$446K - $457K
|
175K
$9.01M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.68KNew |
$441K - $452K
|
8.68K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.68K+ 5.19% |
$441K - $452K
|
176K
$9.07M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.67K+ 3.8% |
$441K - $451K
|
237K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.55K+ 6.13% |
$434K - $445K
|
148K
$7.62M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
8.51K+ 11.96% |
$432K - $443K
|
79.6K
$4.1M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.47K+ 10.07% |
$430K - $441K
|
92.5K
$4.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.4K+ 27.8% |
$427K - $437K
|
38.6K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
8K+ 50.76% |
$407K - $417K
|
23.8K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.7K+ 43.47% |
$392K - $401K
|
25.4K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.67KNew |
$390K - $399K
|
7.67K
$395K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.05K+ 32.08% |
$358K - $367K
|
29K
$1.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.64KNew |
$337K - $346K
|
6.64K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.59K+ 17.48% |
$335K - $343K
|
44.3K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
6.55K+ 1.03% |
$333K - $341K
|
642K
$33.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.44K+ 337.88% |
$327K - $335K
|
8.35K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.3KNew |
$320K - $328K
|
6.3K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.25K+ 35.16% |
$318K - $326K
|
24K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.14KNew |
$312K - $320K
|
6.14K
$316K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.93K+ 10.62% |
$301K - $309K
|
61.7K
$3.18M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.88KNew |
$299K - $306K
|
5.88K
$303K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.73KNew |
$291K - $298K
|
5.73K
$295K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
5.71K+ 4.04% |
$290K - $297K
|
147K
$7.58M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.58KNew |
$283K - $290K
|
5.58K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.48K+ 44.7% |
$279K - $285K
|
17.7K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.33K+ 7.92% |
$271K - $277K
|
72.6K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5.24K+ 4.09% |
$266K - $273K
|
133K
$6.87M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.22K+ 74.24% |
$266K - $272K
|
12.3K
$631K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.87K+ 1.67% |
$247K - $254K
|
297K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.77KNew |
$243K - $248K
|
4.77K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.77KNew |
$243K - $248K
|
4.77K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.57KNew |
$232K - $238K
|
4.57K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.56KNew |
$232K - $237K
|
4.56K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.53K+ 8.46% |
$230K - $236K
|
58.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.47KNew |
$227K - $233K
|
4.47K
$230K
|