Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.47K+ 17.6% |
$116K - $125K
|
16.5K
$851K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.37K+ 120.32% |
$112K - $121K
|
4.35K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.31K+ 35.08% |
$108K - $117K
|
8.88K
$458K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.27K+ 1.69% |
$107K - $116K
|
137K
$7.05M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.26K+ 2.69% |
$106K - $115K
|
86.2K
$4.45M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.21K+ 19.81% |
$104K - $112K
|
13.3K
$689K
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.09K+ 1.59% |
$98.2K - $106K
|
133K
$6.87M
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
2.08K+ 6.92% |
$97.9K - $106K
|
32.1K
$1.66M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.98K+ 27.86% |
$92.9K - $100K
|
9.07K
$468K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.94K+ 31.32% |
$91.4K - $98.8K
|
8.15K
$421K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 63.32% |
$81.5K - $88.2K
|
4.48K
$231K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.7K+ 16.08% |
$80.1K - $86.6K
|
12.3K
$635K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.7K+ 27.33% |
$79.8K - $86.3K
|
7.91K
$408K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.69K+ 5.4% |
$79.2K - $85.6K
|
32.9K
$1.7M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.64K+ 722.47% |
$77.1K - $83.4K
|
1.87K
$96.4K
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.54K+ 26.48% |
$72.1K - $78K
|
7.33K
$378K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 2.56% |
$67.3K - $72.7K
|
57.3K
$2.96M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 15.03% |
$65.8K - $71.2K
|
10.7K
$553K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 15.03% |
$65.8K - $71.2K
|
10.7K
$553K
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1.18K+ 8.53% |
$55.5K - $60K
|
15K
$775K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.08K+ 16.43% |
$50.9K - $55K
|
7.67K
$396K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.08K+ 67.29% |
$50.8K - $54.9K
|
2.69K
$139K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
995+ 6.12% |
$46.8K - $50.6K
|
17.3K
$890K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
972+ 75.52% |
$45.7K - $49.4K
|
2.26K
$117K
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
917+ 1.94% |
$43.1K - $46.6K
|
48.2K
$2.49M
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
BUY
|
- |
884+ 0.03% |
$41.5K - $44.9K
|
3.26M
$168M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
860+ 6.2% |
$40.4K - $43.7K
|
14.7K
$761K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
803New |
$37.7K - $40.8K
|
803
$41.4K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
776New |
$36.5K - $39.4K
|
776
$40K
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
742+ 3.11% |
$34.9K - $37.7K
|
24.6K
$1.27M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
703+ 4.06% |
$33K - $35.7K
|
18K
$930K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
668+ 10.33% |
$31.4K - $34K
|
7.14K
$368K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
611+ 19.67% |
$28.7K - $31.1K
|
3.72K
$192K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
509New |
$23.9K - $25.9K
|
509
$26.3K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
502+ 2.68% |
$23.6K - $25.5K
|
19.3K
$994K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
477New |
$22.4K - $24.2K
|
477
$24.6K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
430New |
$20.2K - $21.9K
|
430
$22.2K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
427+ 2.14% |
$20.1K - $21.7K
|
20.3K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
411+ 6.9% |
$19.3K - $20.9K
|
6.37K
$329K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
398New |
$18.7K - $20.2K
|
398
$20.5K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
395New |
$18.6K - $20.1K
|
395
$20.4K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
369+ 4.66% |
$17.3K - $18.8K
|
8.28K
$427K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
367+ 1.6% |
$17.2K - $18.7K
|
23.2K
$1.2M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
349+ 7.7% |
$16.4K - $17.7K
|
4.88K
$252K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
348+ 0.1% |
$16.4K - $17.7K
|
365K
$18.8M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
342New |
$16.1K - $17.4K
|
342
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
330New |
$15.5K - $16.8K
|
330
$17K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
305New |
$14.3K - $15.5K
|
305
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
302+ 0.56% |
$14.2K - $15.4K
|
53.8K
$2.78M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$14.1K - $15.2K
|
300
$15.5K
|