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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-454- 25.24% |
$23.1K - $23.4K
|
1.35K
$69.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-486- 1.39% |
$24.8K - $25K
|
34.4K
$1.77M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-525- 99.24% |
$26.7K - $27K
|
4
$206
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-540- 2.35% |
$27.5K - $27.8K
|
22.5K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-550- 4.43% |
$28K - $28.3K
|
11.9K
$612K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-552- 11.72% |
$28.1K - $28.4K
|
4.16K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-562- 2.74% |
$28.6K - $28.9K
|
19.9K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-563- 6.09% |
$28.7K - $29K
|
8.69K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-575- 15.0% |
$29.3K - $29.6K
|
3.26K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-575- 0.2% |
$29.3K - $29.6K
|
281K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-590- 3.73% |
$30.1K - $30.4K
|
15.2K
$784K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-620- 5.83% |
$31.6K - $31.9K
|
10K
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-625- 9.33% |
$31.8K - $32.2K
|
6.07K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-653- 2.08% |
$33.3K - $33.6K
|
30.7K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-689- 2.12% |
$35.1K - $35.5K
|
31.7K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-699- 82.43% |
$35.6K - $36K
|
149
$7.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-717- 2.23% |
$36.5K - $36.9K
|
31.4K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 98.23% |
$36.8K - $37.2K
|
13
$670
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-729- 0.62% |
$37.1K - $37.5K
|
118K
$6.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-736- 2.47% |
$37.5K - $37.9K
|
29K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-765- 2.85% |
$39K - $39.4K
|
26K
$1.34M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-767- 2.47% |
$39.1K - $39.5K
|
30.3K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-770- 1.63% |
$39.2K - $39.6K
|
46.5K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-807- 4.01% |
$41.1K - $41.5K
|
19.3K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-848- 8.84% |
$43.2K - $43.7K
|
8.75K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-874- 1.32% |
$44.5K - $45K
|
65.5K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-892- 16.29% |
$45.4K - $45.9K
|
4.58K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-900- 12.36% |
$45.9K - $46.3K
|
6.38K
$329K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-902- 1.39% |
$46K - $46.4K
|
64.2K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-913- 11.78% |
$46.5K - $47K
|
6.84K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-921- 75.18% |
$46.9K - $47.4K
|
304
$15.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-925- 2.55% |
$47.1K - $47.6K
|
35.4K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-927- 0.53% |
$47.2K - $47.7K
|
174K
$8.98M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-931- 93.1% |
$47.4K - $47.9K
|
69
$3.56K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-941- 13.14% |
$47.9K - $48.4K
|
6.22K
$320K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-965- 13.99% |
$49.2K - $49.7K
|
5.93K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-965- 10.43% |
$49.2K - $49.7K
|
8.29K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-983- 12.36% |
$50.1K - $50.6K
|
6.97K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1K- 1.76% |
$51.1K - $51.6K
|
56K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.01K- 7.25% |
$51.3K - $51.8K
|
12.9K
$663K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 5.79% |
$52K - $52.6K
|
16.6K
$856K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 57.45% |
$52.8K - $53.4K
|
768
$39.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08K- 13.34% |
$55.2K - $55.8K
|
7.04K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.1K- 8.62% |
$55.9K - $56.5K
|
11.6K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.1K- 25.3% |
$56K - $56.6K
|
3.25K
$167K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 31.17% |
$57.3K - $57.9K
|
2.48K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.15K- 2.67% |
$58.5K - $59.1K
|
41.9K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.23K- 5.49% |
$62.8K - $63.5K
|
21.2K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.25K- 74.72% |
$63.8K - $64.5K
|
424
$21.9K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.27K- 2.24% |
$64.5K - $65.1K
|
55.2K
$2.85M
|