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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.27KNew |
$159K - $166K
|
3.27K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.16KNew |
$153K - $160K
|
3.16K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.96K+ 16.85% |
$144K - $151K
|
20.5K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.85K+ 9.78% |
$138K - $145K
|
32K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.76K+ 5.1% |
$134K - $140K
|
56.9K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.68K+ 0.85% |
$130K - $136K
|
319K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.67K+ 29.52% |
$130K - $136K
|
11.7K
$603K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.49K+ 17.58% |
$121K - $127K
|
16.7K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.48K+ 3.43% |
$120K - $126K
|
74.7K
$3.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.41K+ 1.49% |
$117K - $122K
|
164K
$8.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.35K+ 41.26% |
$114K - $119K
|
8.03K
$414K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 8.83% |
$110K - $115K
|
28K
$1.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 6.22% |
$98.5K - $103K
|
34.6K
$1.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.01K+ 16.47% |
$97.8K - $102K
|
14.2K
$733K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.74K+ 6.85% |
$84.7K - $88.6K
|
27.2K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72K+ 2.15% |
$83.7K - $87.6K
|
82.1K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.72K+ 7.1% |
$83.5K - $87.4K
|
26K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.69K+ 1.72% |
$82.2K - $86K
|
100K
$5.15M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.64K+ 1.05% |
$79.8K - $83.5K
|
159K
$8.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.62KNew |
$78.8K - $82.5K
|
1.62K
$83.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.55K+ 4.8% |
$75.3K - $78.8K
|
33.8K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.55KNew |
$75.1K - $78.6K
|
1.55K
$79.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 11.07% |
$74.6K - $78K
|
15.4K
$793K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.51KNew |
$73.4K - $76.8K
|
1.51K
$77.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.21K+ 8.68% |
$59K - $61.7K
|
15.2K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.2K+ 16.01% |
$58.3K - $61K
|
8.7K
$448K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
1.2K+ 2.42% |
$58.1K - $60.8K
|
50.6K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.19KNew |
$57.9K - $60.6K
|
1.19K
$61.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.17K+ 1.95% |
$56.6K - $59.2K
|
60.9K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13K+ 3.33% |
$54.9K - $57.4K
|
35.1K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 6.86% |
$53.7K - $56.2K
|
17.2K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.01K+ 20.5% |
$49.2K - $51.5K
|
5.96K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
954+ 1.72% |
$46.3K - $48.5K
|
56.3K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
934+ 1.62% |
$45.4K - $47.5K
|
58.7K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
917+ 21.84% |
$44.5K - $46.6K
|
5.12K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
900New |
$43.7K - $45.7K
|
900
$46.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
896+ 1.63% |
$43.5K - $45.5K
|
56K
$2.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
892+ 1.96% |
$43.3K - $45.3K
|
46.4K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
882+ 1.85% |
$42.8K - $44.8K
|
48.5K
$2.5M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
845+ 53.48% |
$41K - $42.9K
|
2.43K
$125K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
820+ 1.24% |
$39.8K - $41.7K
|
67.1K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
762+ 0.97% |
$37K - $38.7K
|
79.2K
$4.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
675+ 2.73% |
$32.8K - $34.3K
|
25.4K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
607+ 2.48% |
$29.5K - $30.8K
|
25.1K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
578+ 8.07% |
$28.1K - $29.4K
|
7.74K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
567+ 6.51% |
$27.5K - $28.8K
|
9.28K
$478K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
559+ 3.28% |
$27.2K - $28.4K
|
17.6K
$907K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
533+ 53300.0% |
$25.9K - $27.1K
|
534
$27.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
510+ 4.67% |
$24.8K - $25.9K
|
11.4K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
502+ 3.94% |
$24.4K - $25.5K
|
13.3K
$682K
|