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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
787+ 216.8% |
$40K - $41K
|
1.15K
$59.2K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
765New |
$38.9K - $39.8K
|
765
$39.4K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
755New |
$38.4K - $39.3K
|
755
$38.9K
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
675+ 6.04% |
$34.3K - $35.1K
|
11.9K
$610K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
638+ 2.58% |
$32.4K - $33.2K
|
25.4K
$1.31M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
627New |
$31.9K - $32.6K
|
627
$32.3K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
585+ 95.74% |
$29.7K - $30.5K
|
1.2K
$61.6K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
580+ 400.0% |
$29.5K - $30.2K
|
725
$37.3K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
516+ 18.07% |
$26.2K - $26.9K
|
3.37K
$174K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
465+ 8.52% |
$23.6K - $24.2K
|
5.92K
$305K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
442+ 3.54% |
$22.5K - $23K
|
12.9K
$667K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
434+ 3.48% |
$22.1K - $22.6K
|
12.9K
$664K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
430+ 2.23% |
$21.9K - $22.4K
|
19.7K
$1.01M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
428+ 2.81% |
$21.8K - $22.3K
|
15.7K
$806K
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
428+ 3.95% |
$21.8K - $22.3K
|
11.3K
$580K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
420+ 5.65% |
$21.3K - $21.9K
|
7.85K
$404K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
380+ 5.72% |
$19.3K - $19.8K
|
7.03K
$362K
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
370+ 0.73% |
$18.8K - $19.3K
|
50.7K
$2.61M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
370+ 0.66% |
$18.8K - $19.3K
|
56K
$2.88M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
366+ 1.86% |
$18.6K - $19.1K
|
20K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
364+ 1.68% |
$18.5K - $19K
|
22K
$1.13M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
359+ 1.22% |
$18.2K - $18.7K
|
29.7K
$1.53M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
359+ 2.71% |
$18.2K - $18.7K
|
13.6K
$701K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
340+ 4.12% |
$17.3K - $17.7K
|
8.6K
$443K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
338+ 5.81% |
$17.2K - $17.6K
|
6.15K
$317K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
304New |
$15.5K - $15.8K
|
304
$15.7K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
288+ 19.29% |
$14.6K - $15K
|
1.78K
$91.7K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
232+ 5.96% |
$11.8K - $12.1K
|
4.13K
$212K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
214New |
$10.9K - $11.1K
|
214
$11K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$10.2K - $10.4K
|
200
$10.3K
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
200+ 1.37% |
$10.2K - $10.4K
|
14.7K
$759K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
186New |
$9.45K - $9.69K
|
186
$9.58K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
183+ 2.7% |
$9.3K - $9.53K
|
6.96K
$359K
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
180+ 0.51% |
$9.15K - $9.37K
|
35.6K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
154+ 10.12% |
$7.83K - $8.02K
|
1.68K
$86.2K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
136+ 0.57% |
$6.91K - $7.08K
|
23.8K
$1.23M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
132New |
$6.71K - $6.87K
|
132
$6.8K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
129+ 1.23% |
$6.56K - $6.72K
|
10.6K
$547K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
124+ 2.74% |
$6.3K - $6.46K
|
4.65K
$239K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
115+ 3.01% |
$5.85K - $5.99K
|
3.94K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
108+ 2.52% |
$5.49K - $5.62K
|
4.39K
$226K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
100+ 2.0% |
$5.08K - $5.21K
|
5.1K
$263K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
96New |
$4.88K - $5K
|
96
$4.94K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
96+ 2.23% |
$4.88K - $5K
|
4.39K
$226K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
95New |
$4.83K - $4.95K
|
95
$4.89K
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
87+ 0.48% |
$4.42K - $4.53K
|
18.4K
$946K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
80New |
$4.07K - $4.17K
|
80
$4.12K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
75+ 0.7% |
$3.81K - $3.91K
|
10.8K
$557K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
53+ 0.12% |
$2.69K - $2.76K
|
46K
$2.37M
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42+ 87.5% |
$2.13K - $2.19K
|
90
$4.63K
|