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 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
277+ 0.29% |
$13K - $14.1K
|
96.6K
$4.98M
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
261New |
$12.3K - $13.3K
|
261
$13.4K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
256New |
$12K - $13K
|
256
$13.2K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
250+ 29.41% |
$11.8K - $12.7K
|
1.1K
$56.6K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$11.8K - $12.7K
|
250
$12.9K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
218+ 22.76% |
$10.2K - $11.1K
|
1.18K
$60.6K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
208+ 0.92% |
$9.78K - $10.6K
|
22.9K
$1.18M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$9.4K - $10.2K
|
200
$10.3K
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
171+ 4.17% |
$8.04K - $8.69K
|
4.27K
$220K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
170+ 21.88% |
$7.99K - $8.64K
|
947
$48.8K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
160+ 2.16% |
$7.52K - $8.13K
|
7.57K
$390K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
151+ 6.34% |
$7.1K - $7.68K
|
2.53K
$130K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
134New |
$6.3K - $6.81K
|
134
$6.9K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
117New |
$5.5K - $5.95K
|
117
$6.02K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
116+ 1.67% |
$5.45K - $5.9K
|
7.07K
$364K
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
113+ 1.11% |
$5.31K - $5.74K
|
10.3K
$531K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
111+ 0.04% |
$5.22K - $5.64K
|
308K
$15.9M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 156.92% |
$4.79K - $5.18K
|
167
$8.6K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
100+ 1.09% |
$4.7K - $5.08K
|
9.3K
$479K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98New |
$4.61K - $4.98K
|
98
$5.05K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
75New |
$3.53K - $3.81K
|
75
$3.86K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 0.16% |
$3.53K - $3.81K
|
46.4K
$2.39M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60+ 1.1% |
$2.82K - $3.05K
|
5.5K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
58+ 0.84% |
$2.73K - $2.95K
|
6.98K
$359K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
55New |
$2.59K - $2.8K
|
55
$2.83K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
54New |
$2.54K - $2.74K
|
54
$2.78K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
48+ 1.1% |
$2.26K - $2.44K
|
4.4K
$227K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
43New |
$2.02K - $2.19K
|
43
$2.21K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
29+ 0.02% |
$1.36K - $1.47K
|
185K
$9.54M
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
20+ 0.71% |
$940 - $1.02K
|
2.85K
$147K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 1.1% |
$893 - $966
|
1.75K
$90.2K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.52% |
$517 - $559
|
2.14K
$110K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 1.35% |
$282 - $305
|
449
$23.1K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$94 - $102
|
1.71K
$87.9K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.27% |
$94 - $102
|
160
$8.24K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.99% |
$94 - $102
|
205
$10.6K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$47 - $50.8
|
1
$51.5
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.56% |
$47 - $50.8
|
40
$2.06K
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 7.89% |
$141 - $152
|
35
$1.8K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15- 0.05% |
$705 - $762
|
28K
$1.44M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33- 7.99% |
$1.55K - $1.68K
|
380
$19.6K
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-51- 0.12% |
$2.4K - $2.59K
|
44.1K
$2.27M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-53- 0.3% |
$2.49K - $2.69K
|
17.3K
$893K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-56- 7.33% |
$2.63K - $2.85K
|
708
$36.5K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-70- 47.95% |
$3.29K - $3.56K
|
76
$3.91K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-73- 5.13% |
$3.43K - $3.71K
|
1.35K
$69.5K
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-74- 0.9% |
$3.48K - $3.76K
|
8.19K
$422K
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-75- 0.98% |
$3.53K - $3.81K
|
7.56K
$389K
|