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 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-113- 0.91% |
$5.76K - $5.82K
|
12.2K
$631K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-117- 1.61% |
$5.96K - $6.02K
|
7.13K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-121- 1.31% |
$6.16K - $6.23K
|
9.08K
$468K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-125- 0.69% |
$6.37K - $6.44K
|
18.1K
$932K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-130- 0.18% |
$6.62K - $6.69K
|
70.2K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-134- 1.1% |
$6.83K - $6.9K
|
12.1K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-163- 0.61% |
$8.3K - $8.39K
|
26.6K
$1.37M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-164- 1.65% |
$8.36K - $8.44K
|
9.79K
$504K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-165- 1.81% |
$8.41K - $8.49K
|
8.95K
$461K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-171- 0.3% |
$8.71K - $8.8K
|
56.5K
$2.91M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-173- 1.84% |
$8.81K - $8.91K
|
9.24K
$476K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-188- 1.55% |
$9.58K - $9.68K
|
12K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-190- 1.32% |
$9.68K - $9.78K
|
14.2K
$731K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-191- 3.39% |
$9.73K - $9.83K
|
5.44K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-191- 1.82% |
$9.73K - $9.83K
|
10.3K
$530K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-199- 4.08% |
$10.1K - $10.2K
|
4.68K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-202- 2.2% |
$10.3K - $10.4K
|
8.99K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-207- 0.62% |
$10.5K - $10.7K
|
33.3K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-208- 0.8% |
$10.6K - $10.7K
|
25.8K
$1.33M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-218- 1.37% |
$11.1K - $11.2K
|
15.7K
$809K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-227- 3.26% |
$11.6K - $11.7K
|
6.73K
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-236- 5.27% |
$12K - $12.1K
|
4.24K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-241- 0.3% |
$12.3K - $12.4K
|
79.4K
$4.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-243- 1.48% |
$12.4K - $12.5K
|
16.2K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-246- 0.65% |
$12.5K - $12.7K
|
37.6K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-258- 0.71% |
$13.1K - $13.3K
|
35.9K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-265- 4.89% |
$13.5K - $13.6K
|
5.16K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-273- 1.72% |
$13.9K - $14.1K
|
15.6K
$802K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-280- 0.38% |
$14.3K - $14.4K
|
73.3K
$3.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-281- 4.73% |
$14.3K - $14.5K
|
5.66K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-285- 5.91% |
$14.5K - $14.7K
|
4.54K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-288- 0.18% |
$14.7K - $14.8K
|
160K
$8.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-300- 1.32% |
$15.3K - $15.4K
|
22.4K
$1.15M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-303- 0.81% |
$15.4K - $15.6K
|
37K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-306- 19.79% |
$15.6K - $15.8K
|
1.24K
$63.9K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-317- 0.45% |
$16.2K - $16.3K
|
69.8K
$3.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-327- 2.48% |
$16.7K - $16.8K
|
12.9K
$663K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-346- 2.85% |
$17.6K - $17.8K
|
11.8K
$608K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-349- 0.83% |
$17.8K - $18K
|
41.9K
$2.16M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-354- 6.08% |
$18K - $18.2K
|
5.47K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 19.39% |
$18.4K - $18.6K
|
1.51K
$77.6K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-370- 28.64% |
$18.9K - $19K
|
922
$47.5K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-390- 6.37% |
$19.9K - $20.1K
|
5.74K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-392- 7.34% |
$20K - $20.2K
|
4.95K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-393- 0.05% |
$20K - $20.2K
|
864K
$44.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-424- 4.96% |
$21.6K - $21.8K
|
8.12K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-434- 5.51% |
$22.1K - $22.3K
|
7.44K
$383K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-440- 7.33% |
$22.4K - $22.7K
|
5.56K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-448- 0.12% |
$22.8K - $23.1K
|
385K
$19.8M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-453- 7.09% |
$23.1K - $23.3K
|
5.94K
$306K
|