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
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-4.57K- 31.54% |
$215K - $232K
|
9.92K
$511K
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-4.63K- 6.93% |
$217K - $235K
|
62.1K
$3.2M
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.73K- 26.15% |
$222K - $240K
|
13.3K
$687K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.77K- 7.63% |
$224K - $243K
|
57.8K
$2.97M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.99K- 1.51% |
$235K - $254K
|
325K
$16.7M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 11.11% |
$244K - $264K
|
41.6K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.49K- 34.23% |
$258K - $279K
|
10.5K
$543K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 56.59% |
$273K - $295K
|
4.45K
$229K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.86K- 3.91% |
$275K - $298K
|
144K
$7.41M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.9K- 8.84% |
$277K - $300K
|
60.9K
$3.13M
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-5.94K- 27.37% |
$279K - $302K
|
15.8K
$812K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.05K- 50.37% |
$284K - $307K
|
5.96K
$307K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.07K- 15.23% |
$285K - $308K
|
33.8K
$1.74M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.36K- 34.77% |
$299K - $323K
|
11.9K
$615K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-6.5K- 26.1% |
$306K - $330K
|
18.4K
$948K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.63K- 15.06% |
$311K - $337K
|
37.4K
$1.92M
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.69K- 22.01% |
$314K - $340K
|
23.7K
$1.22M
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.82K- 35.76% |
$320K - $346K
|
12.2K
$631K
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7.19K- 10.92% |
$338K - $365K
|
58.6K
$3.02M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.56K- 6.04% |
$355K - $384K
|
118K
$6.05M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.85K- 8.63% |
$416K - $450K
|
93.7K
$4.83M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.93K- 50.74% |
$420K - $454K
|
8.67K
$446K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.06K- 0.18% |
$426K - $460K
|
5.08M
$262M
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-9.15K- 1.05% |
$430K - $465K
|
859K
$44.2M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-9.49K- 12.17% |
$446K - $482K
|
68.5K
$3.53M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.53K- 10.51% |
$448K - $484K
|
81.1K
$4.18M
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.72K- 12.04% |
$457K - $494K
|
71K
$3.66M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-9.84K- 62.01% |
$462K - $500K
|
6.03K
$310K
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-10.1K- 44.65% |
$477K - $515K
|
12.6K
$647K
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-10.4K- 8.5% |
$487K - $527K
|
112K
$5.74M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 7.71% |
$505K - $546K
|
129K
$6.62M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-10.8K- 17.18% |
$506K - $547K
|
51.8K
$2.67M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.8K- 37.44% |
$507K - $548K
|
18K
$927K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.1K- 28.08% |
$520K - $562K
|
28.3K
$1.46M
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-11.9K- 47.37% |
$561K - $606K
|
13.3K
$682K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-12.8K- 34.64% |
$600K - $649K
|
24.1K
$1.24M
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.1K- 17.87% |
$618K - $668K
|
60.4K
$3.11M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-14.4K- 68.46% |
$676K - $731K
|
6.62K
$341K
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14.4K- 12.37% |
$677K - $732K
|
102K
$5.25M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.4K- 23.67% |
$678K - $733K
|
46.5K
$2.4M
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-16.1K- 67.26% |
$756K - $817K
|
7.83K
$403K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-16.2K- 16.96% |
$761K - $823K
|
79.3K
$4.08M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 23.44% |
$788K - $852K
|
54.7K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-17.5K- 14.7% |
$823K - $890K
|
102K
$5.23M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-19.3K- 66.19% |
$907K - $981K
|
9.85K
$507K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-19.5K- 4.59% |
$916K - $990K
|
405K
$20.9M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-19.6K- 57.27% |
$923K - $999K
|
14.7K
$755K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-19.8K- 87.11% |
$928K - $1M
|
2.92K
$150K
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-20K- 1.52% |
$941K - $1.02M
|
1.3M
$67M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-20.7K- 26.61% |
$975K - $1.05M
|
57.2K
$2.94M
|