Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
30K+ 1163.62% |
$1.5M - $1.55M
|
32.6K
$1.66M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
29.1KNew |
$1.46M - $1.5M
|
29.1K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
27.7K+ 6.13% |
$1.39M - $1.43M
|
480K
$24.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.5K+ 165.28% |
$1.38M - $1.42M
|
44.2K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.4K+ 64.82% |
$1.32M - $1.36M
|
67K
$3.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.5K+ 0.32% |
$1.28M - $1.32M
|
8.07M
$411M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
25K+ 13.88% |
$1.25M - $1.29M
|
205K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24.9K+ 11.08% |
$1.25M - $1.29M
|
250K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
24.8K+ 25.09% |
$1.24M - $1.28M
|
124K
$6.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
24.7KNew |
$1.24M - $1.28M
|
24.7K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 29.07% |
$1.23M - $1.26M
|
109K
$5.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.2K+ 6.2% |
$1.21M - $1.25M
|
415K
$21.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.1K+ 1156.72% |
$1.21M - $1.24M
|
26.2K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22.8KNew |
$1.14M - $1.18M
|
22.8K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$1.14M - $1.18M
|
22.8K
$1.16M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21K+ 44.3% |
$1.05M - $1.08M
|
68.4K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
21KNew |
$1.05M - $1.08M
|
21K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.7K+ 45.45% |
$1.04M - $1.07M
|
66.3K
$3.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
19.5K+ 18.98% |
$976K - $1.01M
|
122K
$6.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.3K+ 389.59% |
$967K - $996K
|
24.3K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.1K+ 15.97% |
$959K - $988K
|
139K
$7.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
19K+ 15.02% |
$951K - $980K
|
145K
$7.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9KNew |
$947K - $976K
|
18.9K
$963K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
17.1K+ 2.55% |
$855K - $881K
|
686K
$35M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.8K+ 30.61% |
$840K - $865K
|
71.5K
$3.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
16.6K+ 18.12% |
$831K - $857K
|
108K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
15.7KNew |
$789K - $813K
|
15.7K
$802K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
15K+ 10.19% |
$750K - $773K
|
162K
$8.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
14K+ 21.8% |
$704K - $725K
|
78.5K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.7K+ 234.7% |
$689K - $710K
|
19.6K
$999K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.6K+ 3.55% |
$632K - $652K
|
369K
$18.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
12.5K+ 106.91% |
$625K - $644K
|
24.1K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
12.3KNew |
$617K - $636K
|
12.3K
$627K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.3K+ 51.57% |
$616K - $635K
|
36.2K
$1.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$616K - $635K
|
12.3K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
12.1K+ 34.03% |
$605K - $624K
|
47.6K
$2.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$601K - $619K
|
12K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
11.6K+ 12.78% |
$583K - $601K
|
103K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5K+ 39.18% |
$577K - $595K
|
40.9K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 24.38% |
$576K - $594K
|
58.7K
$2.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 35.51% |
$559K - $576K
|
42.6K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
11.1KNew |
$558K - $575K
|
11.1K
$568K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.9K+ 4.17% |
$547K - $563K
|
272K
$13.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10.8K+ 8.83% |
$539K - $555K
|
133K
$6.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 2.18% |
$533K - $549K
|
499K
$25.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.2K+ 18.63% |
$510K - $525K
|
64.8K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.63KNew |
$482K - $497K
|
9.63K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8.98K+ 57.76% |
$450K - $463K
|
24.5K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.96K+ 5.46% |
$449K - $463K
|
173K
$8.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.95K+ 31.96% |
$448K - $462K
|
37K
$1.88M
|