Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
814K+ 151.49% |
$43.7M - $44.4M
|
1.35M
$72.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
632K+ 202.21% |
$33.9M - $34.5M
|
945K
$50.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
427K+ 6.12% |
$22.9M - $23.3M
|
7.39M
$398M
|
|
|
Jan 20, 2026
Q4 2025
|
Matson Money. Inc.
|
BUY
|
- |
130K+ 3.91% |
$6.99M - $7.1M
|
3.46M
$186M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
123K+ 7.9% |
$6.6M - $6.71M
|
1.68M
$90.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100K+ 7.02% |
$5.38M - $5.47M
|
1.53M
$82.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
92.2K+ 4.69% |
$4.95M - $5.03M
|
2.06M
$111M
|
|
|
Jan 27, 2026
Q4 2025
|
Ticino Wealth
Mission Viejo, CA |
BUY
|
- |
83.4KNew |
$4.48M - $4.55M
|
83.4K
$4.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
63.1K+ 60.63% |
$3.39M - $3.44M
|
167K
$8.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59.6K+ 63.63% |
$3.2M - $3.25M
|
153K
$8.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
58.3K+ 7.89% |
$3.13M - $3.18M
|
797K
$42.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54.8K+ 44.07% |
$2.94M - $2.99M
|
179K
$9.63M
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
43.9K+ 45.8% |
$2.36M - $2.4M
|
140K
$7.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
41.8K+ 12.38% |
$2.25M - $2.28M
|
380K
$20.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
41.2KNew |
$2.21M - $2.25M
|
41.2K
$2.22M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
35.1K+ 94.35% |
$1.89M - $1.92M
|
72.4K
$3.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
33.4K+ 16.6% |
$1.79M - $1.82M
|
235K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
33.1K+ 3.37% |
$1.78M - $1.81M
|
1.02M
$54.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
30.3KNew |
$1.63M - $1.65M
|
30.3K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
29.4K+ 4.24% |
$1.58M - $1.6M
|
722K
$38.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
22.8K+ 270.66% |
$1.23M - $1.25M
|
31.3K
$1.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.5KNew |
$1.15M - $1.17M
|
21.5K
$1.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
12.9K+ 37.74% |
$694K - $705K
|
47.2K
$2.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
11.4K+ 5.79% |
$613K - $622K
|
209K
$11.2M
|
|
|
Jan 27, 2026
Q4 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
11.2KNew |
$603K - $612K
|
11.2K
$604K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.1K+ 3.21% |
$597K - $607K
|
358K
$19.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
10.7KNew |
$575K - $584K
|
10.7K
$576K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
10K+ 5.27% |
$539K - $548K
|
200K
$10.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.74K+ 9.14% |
$523K - $531K
|
116K
$6.26M
|
|
|
Jan 27, 2026
Q4 2025
|
Darrow Company, Inc.
|
BUY
|
- |
8.64K+ 7.04% |
$464K - $471K
|
131K
$7.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
8.26K+ 7.25% |
$443K - $450K
|
122K
$6.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
8.23K+ 4.52% |
$442K - $449K
|
190K
$10.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7.92K+ 2.27% |
$425K - $432K
|
357K
$19.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.43K+ 10.3% |
$399K - $405K
|
79.6K
$4.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.15KNew |
$384K - $390K
|
7.15K
$384K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.6KNew |
$354K - $360K
|
6.6K
$355K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
6.32KNew |
$339K - $344K
|
6.32K
$339K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.28K+ 29.72% |
$337K - $343K
|
27.4K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.1K+ 131.58% |
$327K - $332K
|
10.7K
$577K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.03KNew |
$323K - $329K
|
6.03K
$324K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.76K+ 3.68% |
$309K - $314K
|
162K
$8.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.42K+ 55.22% |
$291K - $295K
|
15.2K
$819K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.33K+ 4.46% |
$286K - $291K
|
125K
$6.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.1K+ 2.49% |
$274K - $278K
|
210K
$11.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.97K+ 3.98% |
$267K - $271K
|
130K
$6.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
4.65KNew |
$250K - $254K
|
4.65K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Asio Capital, LLC
|
BUY
|
- |
4.39K+ 2.91% |
$236K - $240K
|
155K
$8.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.34K+ 8.67% |
$179K - $182K
|
41.8K
$2.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
3.32K+ 49.75% |
$178K - $181K
|
9.98K
$537K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.03K+ 1.87% |
$163K - $165K
|
165K
$8.88M
|
|