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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.58K- 2.89% |
$233K - $236K
|
154K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.61K- 5.4% |
$235K - $237K
|
80.8K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.67K- 33.26% |
$238K - $241K
|
9.37K
$483K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.77K- 49.52% |
$243K - $245K
|
4.86K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.83K- 26.87% |
$246K - $248K
|
13.1K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.07K- 5.57% |
$258K - $261K
|
85.9K
$4.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.37K- 2.36% |
$273K - $276K
|
222K
$11.4M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.54K- 2.76% |
$282K - $285K
|
196K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.61K- 18.52% |
$286K - $289K
|
24.7K
$1.27M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.87K- 29.52% |
$299K - $302K
|
14K
$722K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.05K- 4.92% |
$308K - $312K
|
117K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.12K- 12.88% |
$312K - $315K
|
41.4K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-6.13K- 11.84% |
$312K - $315K
|
45.6K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.14K- 15.61% |
$313K - $316K
|
33.2K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.16K- 20.49% |
$314K - $317K
|
23.9K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-6.21K- 19.85% |
$316K - $319K
|
25.1K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.28K- 16.52% |
$320K - $323K
|
31.7K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-6.34K- 1.53% |
$323K - $326K
|
408K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.54K- 9.42% |
$333K - $336K
|
62.9K
$3.24M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.07K- 49.15% |
$360K - $364K
|
7.31K
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.09K- 25.6% |
$361K - $365K
|
20.6K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.11K- 0.31% |
$362K - $366K
|
2.29M
$118M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.12K- 7.94% |
$363K - $366K
|
82.5K
$4.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-7.31K- 14.13% |
$372K - $376K
|
44.4K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.31K- 77.32% |
$373K - $376K
|
2.15K
$111K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-7.39K- 2.99% |
$376K - $380K
|
239K
$12.3M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.73K- 11.74% |
$394K - $398K
|
58.1K
$3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.19K- 14.97% |
$417K - $422K
|
46.5K
$2.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-8.26K- 5.8% |
$421K - $425K
|
134K
$6.91M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-8.27K- 18.35% |
$421K - $426K
|
36.8K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-8.39K- 1.44% |
$428K - $432K
|
574K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.4K- 31.59% |
$428K - $432K
|
18.2K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-8.45K- 29.58% |
$430K - $435K
|
20.1K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.58K- 3.6% |
$437K - $442K
|
230K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-8.61K- 60.97% |
$438K - $443K
|
5.51K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-8.69K- 5.41% |
$443K - $447K
|
152K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-9.11K- 5.22% |
$464K - $469K
|
165K
$8.52M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.17K- 59.72% |
$467K - $472K
|
6.18K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9.17K- 3.46% |
$467K - $472K
|
256K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.81KClosed |
$500K - $505K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-9.83K- 8.15% |
$501K - $506K
|
111K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.96K- 1.79% |
$507K - $513K
|
546K
$28.1M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-10.3K- 16.28% |
$525K - $531K
|
53K
$2.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-10.5K- 4.89% |
$536K - $542K
|
205K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-11K- 3.74% |
$560K - $565K
|
283K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11K- 2.53% |
$560K - $566K
|
423K
$21.8M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11K- 4.26% |
$562K - $568K
|
248K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.2K- 8.35% |
$572K - $578K
|
123K
$6.35M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-11.3K- 2.82% |
$576K - $582K
|
389K
$20.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11.5K- 5.28% |
$584K - $590K
|
206K
$10.6M
|