Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31K+ 43.33% |
$1.5M - $1.57M
|
102K
$5.28M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30.7K+ 44.92% |
$1.49M - $1.56M
|
99.1K
$5.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
30.7K+ 58.31% |
$1.49M - $1.56M
|
83.4K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
30.3K+ 14.49% |
$1.47M - $1.54M
|
239K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
30K+ 384.62% |
$1.46M - $1.52M
|
37.8K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
29.2K+ 3167.21% |
$1.42M - $1.48M
|
30.1K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.8K+ 36.29% |
$1.4M - $1.46M
|
108K
$5.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
27.7K+ 2.08% |
$1.35M - $1.41M
|
1.36M
$70M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
27K+ 8.67% |
$1.31M - $1.37M
|
339K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.8K+ 19.28% |
$1.3M - $1.36M
|
166K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25.1K+ 21.53% |
$1.22M - $1.28M
|
142K
$7.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
25K+ 38.52% |
$1.21M - $1.27M
|
89.7K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
24.7K+ 39.38% |
$1.2M - $1.25M
|
87.4K
$4.5M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.3K+ 7980.33% |
$1.18M - $1.24M
|
24.6K
$1.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.2K+ 56.72% |
$1.17M - $1.23M
|
66.7K
$3.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
22.5K+ 297.18% |
$1.09M - $1.14M
|
30K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
22.3K+ 2.02% |
$1.08M - $1.13M
|
1.12M
$57.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.9K+ 49.53% |
$1.06M - $1.11M
|
66K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
21.8K+ 90.25% |
$1.06M - $1.11M
|
45.9K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
21.8K+ 272.34% |
$1.06M - $1.11M
|
29.7K
$1.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.6K+ 4.33% |
$1.05M - $1.1M
|
521K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 2.58% |
$991K - $1.04M
|
812K
$41.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.7K+ 1.45% |
$958K - $1M
|
1.38M
$71M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19.4KNew |
$944K - $988K
|
19.4K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.8K+ 16.4% |
$865K - $905K
|
126K
$6.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
17.7K+ 12.16% |
$859K - $898K
|
163K
$8.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
16.7K+ 18.55% |
$812K - $849K
|
107K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 3812.04% |
$800K - $837K
|
16.9K
$870K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.2K+ 3.9% |
$787K - $824K
|
431K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.1K+ 70.5% |
$781K - $818K
|
38.9K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.9K+ 49.15% |
$770K - $806K
|
48.1K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 22.4% |
$721K - $754K
|
81.1K
$4.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1K+ 5.17% |
$684K - $716K
|
287K
$14.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.8K+ 72.0% |
$669K - $700K
|
32.9K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.9KNew |
$626K - $655K
|
12.9K
$663K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.6K+ 54.17% |
$614K - $643K
|
36K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 3.39% |
$607K - $635K
|
381K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12KNew |
$583K - $610K
|
12K
$618K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
12KNew |
$583K - $610K
|
12K
$618K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 179.44% |
$576K - $603K
|
18.5K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$569K - $595K
|
11.7K
$603K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.6K+ 4.88% |
$562K - $588K
|
248K
$12.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.2KNew |
$546K - $571K
|
11.2K
$578K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10.7K+ 91.69% |
$519K - $543K
|
22.3K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 21.83% |
$499K - $522K
|
57.3K
$2.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.2K+ 91.71% |
$496K - $519K
|
21.4K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9.23K+ 23.11% |
$448K - $469K
|
49.1K
$2.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.15K+ 36.75% |
$445K - $465K
|
34.1K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
9.11K+ 2.88% |
$442K - $463K
|
325K
$16.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
9.09K+ 12.4% |
$441K - $462K
|
82.3K
$4.24M
|