Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.3K- 22.6% |
$914K - $1.01M
|
66.2K
$3.37M
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-21.8K- 9.14% |
$1.03M - $1.14M
|
217K
$11.1M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-22.6K- 75.98% |
$1.07M - $1.18M
|
7.15K
$364K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-23.4K- 23.15% |
$1.11M - $1.22M
|
77.8K
$3.96M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-25.9K- 34.71% |
$1.23M - $1.35M
|
48.8K
$2.48M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-28K- 19.75% |
$1.33M - $1.46M
|
114K
$5.8M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-29.6K- 98.4% |
$1.4M - $1.55M
|
480
$24.5K
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-34.4K- 5.14% |
$1.63M - $1.8M
|
636K
$32.4M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.6K- 12.51% |
$1.68M - $1.86M
|
249K
$12.7M
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-38.5K- 24.23% |
$1.82M - $2.01M
|
120K
$6.13M
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-46.9K- 38.08% |
$2.22M - $2.45M
|
76.3K
$3.89M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-49.5K- 60.37% |
$2.34M - $2.59M
|
32.5K
$1.66M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.7K- 2.66% |
$2.35M - $2.6M
|
1.82M
$92.6M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57K- 21.07% |
$2.69M - $2.98M
|
213K
$10.9M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-58.3K- 22.15% |
$2.76M - $3.05M
|
205K
$10.4M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-60.9K- 15.33% |
$2.88M - $3.18M
|
336K
$17.1M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-72.5K- 42.46% |
$3.43M - $3.78M
|
98.2K
$5M
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-76K- 83.21% |
$3.59M - $3.97M
|
15.3K
$781K
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-77.9K- 2.32% |
$3.68M - $4.07M
|
3.28M
$167M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.5K- 3.14% |
$4.09M - $4.52M
|
2.67M
$136M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-101K- 35.93% |
$4.78M - $5.28M
|
180K
$9.18M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-107K- 8.9% |
$5.04M - $5.56M
|
1.09M
$55.5M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-121K- 4.79% |
$5.73M - $6.33M
|
2.41M
$123M
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-133K- 11.81% |
$6.27M - $6.93M
|
992K
$50.5M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-188K- 96.83% |
$8.88M - $9.81M
|
6.16K
$314K
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-188K- 88.69% |
$8.9M - $9.84M
|
24K
$1.22M
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-203K- 38.88% |
$9.57M - $10.6M
|
318K
$16.2M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-221K- 91.38% |
$10.4M - $11.5M
|
20.9K
$1.06M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-224K- 97.12% |
$10.6M - $11.7M
|
6.63K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-246K- 6.72% |
$11.6M - $12.8M
|
3.41M
$174M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-269K- 84.12% |
$12.7M - $14M
|
50.7K
$2.58M
|
|
Jan 22, 2024
Q4 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-297K- 93.09% |
$14M - $15.5M
|
22.1K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-327K- 82.98% |
$15.5M - $17.1M
|
67.2K
$3.42M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-359K- 22.54% |
$16.9M - $18.7M
|
1.23M
$62.8M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-420K- 10.32% |
$19.8M - $21.9M
|
3.65M
$186M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-420K- 98.08% |
$19.8M - $21.9M
|
8.23K
$419K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-614K- 14.39% |
$29M - $32M
|
3.65M
$186M
|
|
Feb 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-730K- 93.69% |
$34.5M - $38.1M
|
49.2K
$2.51M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-893K- 15.56% |
$42.2M - $46.7M
|
4.85M
$247M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-997K- 40.73% |
$47.1M - $52.1M
|
1.45M
$73.9M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.26M- 21.44% |
$59.4M - $65.6M
|
4.61M
$235M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.34M- 39.59% |
$63.4M - $70M
|
2.05M
$104M
|