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 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 11.65% |
$56.2K - $57.5K
|
8.38K
$431K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.15K- 7.58% |
$58.5K - $59.9K
|
14K
$722K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 18.44% |
$63.3K - $64.8K
|
5.51K
$284K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.25K- 2.86% |
$63.7K - $65.3K
|
42.6K
$2.19M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 36.86% |
$64.4K - $65.9K
|
2.17K
$112K
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.45K- 5.05% |
$73.6K - $75.3K
|
27.2K
$1.4M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 11.71% |
$74.1K - $75.9K
|
11K
$566K
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.48K- 16.56% |
$75.1K - $76.9K
|
7.44K
$383K
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-1.49K- 15.47% |
$75.9K - $77.7K
|
8.16K
$420K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 7.19% |
$75.9K - $77.8K
|
19.3K
$993K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.5K- 11.05% |
$76K - $77.8K
|
12K
$619K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.5K- 1.93% |
$76.4K - $78.3K
|
76.3K
$3.93M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68KClosed |
$85.1K - $87.2K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.68K- 16.4% |
$85.3K - $87.4K
|
8.56K
$440K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.69K- 11.09% |
$86.1K - $88.2K
|
13.6K
$699K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 12.18% |
$87.5K - $89.7K
|
12.4K
$640K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 48.62% |
$91.5K - $93.7K
|
1.9K
$97.9K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.8K- 9.95% |
$91.5K - $93.7K
|
16.3K
$839K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.84K- 12.79% |
$93.6K - $95.9K
|
12.6K
$647K
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.9K- 18.33% |
$96.5K - $98.8K
|
8.46K
$436K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.94K- 5.22% |
$98.5K - $101K
|
35.2K
$1.81M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 8.19% |
$99.9K - $102K
|
22.1K
$1.14M
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.97K- 3.64% |
$100K - $103K
|
52.2K
$2.69M
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.06K- 8.82% |
$105K - $107K
|
21.3K
$1.1M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.09K- 5.55% |
$106K - $109K
|
35.5K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.18K- 1.52% |
$111K - $113K
|
141K
$7.25M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.28K- 25.29% |
$116K - $119K
|
6.74K
$347K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.29K- 21.39% |
$116K - $119K
|
8.41K
$433K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.37K- 14.17% |
$121K - $124K
|
14.4K
$740K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-2.5K- 99.92% |
$127K - $130K
|
2
$103
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.55K- 4.22% |
$130K - $133K
|
58K
$2.98M
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.8K- 21.97% |
$142K - $146K
|
9.93K
$511K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.05K- 2.25% |
$155K - $159K
|
132K
$6.82M
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.11K- 26.2% |
$158K - $162K
|
8.76K
$451K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.15K- 38.21% |
$160K - $164K
|
5.09K
$262K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.26K- 39.61% |
$166K - $170K
|
4.96K
$256K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.26K- 1.1% |
$166K - $170K
|
293K
$15.1M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.31K- 19.02% |
$168K - $172K
|
14.1K
$725K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.35K- 36.34% |
$170K - $174K
|
5.86K
$302K
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.88K- 11.17% |
$197K - $202K
|
30.9K
$1.59M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.92K- 18.78% |
$199K - $204K
|
16.9K
$872K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4K- 1.71% |
$203K - $208K
|
229K
$11.8M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.13K- 49.43% |
$210K - $215K
|
4.23K
$218K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-4.36K- 7.28% |
$222K - $227K
|
55.6K
$2.86M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-4.4K- 31.82% |
$224K - $229K
|
9.43K
$486K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.46K- 4.49% |
$227K - $232K
|
95K
$4.89M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.79K- 5.8% |
$243K - $249K
|
77.7K
$4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.8K- 5.81% |
$244K - $250K
|
77.9K
$4.01M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.9K- 40.0% |
$249K - $255K
|
7.35K
$378K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.98K- 32.58% |
$253K - $259K
|
10.3K
$530K
|