Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.41K+ 5.56% |
$275K - $292K
|
103K
$5.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.29KNew |
$269K - $285K
|
5.29K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.13KNew |
$261K - $277K
|
5.13K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
5K+ 1.28% |
$254K - $269K
|
395K
$20.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.98KNew |
$253K - $268K
|
4.98K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.9K+ 1.55% |
$249K - $264K
|
322K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.89KNew |
$249K - $264K
|
4.89K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
4.82K+ 2.71% |
$245K - $260K
|
182K
$9.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
4.76K+ 185.24% |
$242K - $256K
|
7.32K
$378K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.68KNew |
$238K - $252K
|
4.68K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.55K+ 3.75% |
$231K - $245K
|
126K
$6.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.52KNew |
$230K - $243K
|
4.52K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.33K+ 3.11% |
$220K - $233K
|
144K
$7.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.27K+ 16.15% |
$217K - $230K
|
30.7K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.13K+ 72.57% |
$210K - $222K
|
9.82K
$507K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.11K+ 4.1% |
$209K - $221K
|
104K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
4.03KNew |
$205K - $217K
|
4.03K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 7.07% |
$201K - $212K
|
59.7K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.94KNew |
$200K - $212K
|
3.94K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.93KNew |
$200K - $212K
|
3.93K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.91KNew |
$199K - $210K
|
3.91K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.85K+ 9.03% |
$196K - $207K
|
46.5K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.82K+ 12.61% |
$194K - $206K
|
34.1K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.8KNew |
$193K - $205K
|
3.8K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.73KNew |
$190K - $201K
|
3.73K
$192K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.62K+ 8.26% |
$184K - $195K
|
47.4K
$2.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.57K+ 4147.67% |
$181K - $192K
|
3.65K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.53K+ 89.66% |
$179K - $190K
|
7.46K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.47K+ 0.23% |
$176K - $187K
|
1.5M
$77.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.37K+ 4.52% |
$171K - $182K
|
77.9K
$4.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.34K+ 3.5% |
$170K - $180K
|
98.7K
$5.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.84K+ 2.48% |
$145K - $153K
|
117K
$6.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.79K+ 30.89% |
$142K - $150K
|
11.8K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 7.59% |
$140K - $148K
|
39K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.72K+ 20.25% |
$138K - $147K
|
16.2K
$835K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.71K+ 30.6% |
$138K - $146K
|
11.6K
$597K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.69K+ 2.56% |
$137K - $145K
|
108K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.54K+ 100.0% |
$129K - $137K
|
5.08K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.5K+ 10.46% |
$127K - $135K
|
26.4K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.49K+ 16.98% |
$127K - $134K
|
17.2K
$886K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.46K+ 3.35% |
$125K - $133K
|
76K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.4K+ 17.41% |
$122K - $130K
|
16.2K
$837K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.28K+ 19.37% |
$116K - $123K
|
14K
$724K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.22K+ 17.48% |
$113K - $120K
|
14.9K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.18K+ 3.17% |
$111K - $117K
|
71K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.12K+ 14.37% |
$108K - $114K
|
16.9K
$871K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$104K - $111K
|
2.05K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 33.33% |
$102K - $108K
|
8K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.9K+ 13.91% |
$96.7K - $102K
|
15.6K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.87K+ 17.51% |
$95.1K - $101K
|
12.6K
$648K
|