Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 1-5 YEAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
6.84M+ 8906.29% |
$348M - $352M
|
6.92M
$356M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.27MNew |
$115M - $117M
|
2.27M
$117M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2M+ 10.7% |
$102M - $103M
|
20.7M
$1.07B
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.17M+ 11.85% |
$59.7M - $60.4M
|
11.1M
$570M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.03MNew |
$52.5M - $53.1M
|
1.03M
$53.1M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
904KNew |
$46.1M - $46.5M
|
904K
$46.6M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
811K+ 140.53% |
$41.3M - $41.7M
|
1.39M
$71.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
756K+ 21.68% |
$38.5M - $38.9M
|
4.24M
$219M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
627K+ 11.34% |
$32M - $32.3M
|
6.16M
$317M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
451K+ 21.25% |
$23M - $23.2M
|
2.57M
$133M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
439K+ 317.1% |
$22.3M - $22.6M
|
577K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
407K+ 63.79% |
$20.7M - $21M
|
1.05M
$53.9M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
383K+ 5.82% |
$19.5M - $19.7M
|
6.96M
$359M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
276K+ 14.41% |
$14.1M - $14.2M
|
2.19M
$113M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
274K+ 11.37% |
$14M - $14.1M
|
2.69M
$138M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
247K+ 7.2% |
$12.6M - $12.7M
|
3.68M
$190M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
247KNew |
$12.6M - $12.7M
|
247K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242K+ 2.92% |
$12.3M - $12.4M
|
8.53M
$440M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
229K+ 8.16% |
$11.7M - $11.8M
|
3.04M
$157M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
221K+ 1612.28% |
$11.2M - $11.4M
|
234K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205K+ 2998.0% |
$10.4M - $10.6M
|
212K
$10.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
200KNew |
$10.2M - $10.3M
|
200K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
199K+ 13.38% |
$10.2M - $10.3M
|
1.69M
$87.1M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
188KNew |
$9.6M - $9.7M
|
188K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
167K+ 670.07% |
$8.49M - $8.58M
|
192K
$9.87M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
166K+ 5.64% |
$8.47M - $8.56M
|
3.11M
$160M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
163KNew |
$8.31M - $8.4M
|
163K
$8.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
162K+ 36.51% |
$8.24M - $8.33M
|
605K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
156K+ 13.85% |
$7.93M - $8.02M
|
1.28M
$66M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
152KNew |
$7.73M - $7.81M
|
152K
$7.81M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
148K+ 1199.85% |
$7.54M - $7.62M
|
160K
$8.26M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
141K+ 330.55% |
$7.16M - $7.24M
|
183K
$9.44M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
BUY
|
- |
135K+ 1.03% |
$6.87M - $6.94M
|
13.2M
$679M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
124K+ 41.64% |
$6.31M - $6.38M
|
421K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
116KNew |
$5.89M - $5.95M
|
116K
$5.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
110K+ 27.79% |
$5.6M - $5.66M
|
506K
$26.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 1.24% |
$5.51M - $5.57M
|
8.85M
$456M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
108K+ 70.52% |
$5.48M - $5.54M
|
260K
$13.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
104K+ 1088.73% |
$5.29M - $5.34M
|
113K
$5.84M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
103KNew |
$5.25M - $5.31M
|
103K
$5.32M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
103K+ 27.1% |
$5.24M - $5.29M
|
482K
$24.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
103K+ 77.47% |
$5.23M - $5.29M
|
235K
$12.1M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
103K+ 27.04% |
$5.23M - $5.28M
|
482K
$24.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
103K+ 58.48% |
$5.23M - $5.28M
|
278K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
100K+ 8.43% |
$5.11M - $5.17M
|
1.29M
$66.5M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100K+ 50.0% |
$5.1M - $5.15M
|
300K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.7K+ 16.74% |
$5.03M - $5.08M
|
688K
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
92.5K+ 4.61% |
$4.71M - $4.76M
|
2.1M
$108M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
89.2K+ 111.3% |
$4.55M - $4.59M
|
169K
$8.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
89.1K+ 153.03% |
$4.54M - $4.59M
|
147K
$7.59M
|