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
|
Independent Advisor Alliance
|
BUY
|
- |
9KNew |
$423K - $457K
|
9K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.98KNew |
$422K - $457K
|
8.98K
$462K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
8.5K+ 4.56% |
$399K - $432K
|
195K
$10M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.33K+ 10.77% |
$391K - $423K
|
85.6K
$4.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
7.88K+ 15.9% |
$370K - $401K
|
57.4K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
7.7KNew |
$362K - $391K
|
7.7K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.5K+ 132.39% |
$353K - $381K
|
13.2K
$678K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
7.21KNew |
$339K - $367K
|
7.21K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.15KNew |
$336K - $363K
|
7.15K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.08KNew |
$333K - $360K
|
7.08K
$365K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
7.05K+ 20.61% |
$331K - $358K
|
41.3K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
6.62KNew |
$311K - $336K
|
6.62K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.62K+ 147.09% |
$311K - $336K
|
11.1K
$572K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.41KNew |
$301K - $326K
|
6.41K
$330K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.09KNew |
$286K - $310K
|
6.09K
$314K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.95K+ 7.05% |
$280K - $302K
|
90.3K
$4.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.43K+ 9.86% |
$255K - $276K
|
60.5K
$3.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.38K+ 55.0% |
$253K - $273K
|
15.2K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.36K+ 3.36% |
$252K - $273K
|
165K
$8.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.3K+ 6.87% |
$249K - $270K
|
82.5K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.11K+ 0.65% |
$240K - $260K
|
796K
$41M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.97K+ 15.64% |
$234K - $253K
|
36.7K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.9KNew |
$230K - $249K
|
4.9K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.87K+ 2.46% |
$229K - $247K
|
202K
$10.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.86K+ 14.24% |
$228K - $247K
|
39K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.65K+ 6.8% |
$219K - $236K
|
73K
$3.76M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.56KNew |
$214K - $232K
|
4.56K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.31K+ 56.05% |
$203K - $219K
|
12K
$618K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.17KNew |
$196K - $212K
|
4.17K
$215K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$193K - $209K
|
4.12K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.1KNew |
$193K - $209K
|
4.1K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.07KNew |
$191K - $207K
|
4.07K
$210K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.03K+ 7.03% |
$189K - $205K
|
61.3K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.7KNew |
$174K - $188K
|
3.7K
$190K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.61K+ 7.0% |
$170K - $183K
|
55.1K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.41K+ 37877.78% |
$160K - $173K
|
3.42K
$176K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.36KNew |
$158K - $171K
|
3.36K
$173K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.21K+ 30.16% |
$151K - $163K
|
13.8K
$713K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.18K+ 3.84% |
$149K - $162K
|
86.1K
$4.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.06K+ 10.19% |
$144K - $155K
|
33.1K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06K+ 28.31% |
$144K - $155K
|
13.9K
$713K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.94K+ 30.24% |
$138K - $149K
|
12.6K
$651K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92KNew |
$137K - $149K
|
2.92K
$150K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.75KNew |
$129K - $140K
|
2.75K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72K+ 4862.5% |
$128K - $138K
|
2.78K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$127K - $138K
|
2.71K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.67K+ 5.96% |
$125K - $135K
|
47.4K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.66K+ 12.88% |
$125K - $135K
|
23.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 57.72% |
$120K - $130K
|
6.97K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.52K+ 2.55% |
$118K - $128K
|
101K
$5.21M
|