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 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-48.6K- 20.11% |
$2.48M - $2.5M
|
193K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-49K- 86.83% |
$2.5M - $2.52M
|
7.43K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.6K- 1.22% |
$2.63M - $2.66M
|
4.2M
$218M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-52.7K- 86.93% |
$2.69M - $2.72M
|
7.93K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54K- 12.9% |
$2.75M - $2.78M
|
364K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-54.6K- 40.81% |
$2.78M - $2.81M
|
79.2K
$4.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.2K- 28.53% |
$2.81M - $2.84M
|
138K
$7.18M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-55.5K- 39.07% |
$2.83M - $2.86M
|
86.5K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-58.5K- 23.2% |
$2.98M - $3.01M
|
194K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-60.5K- 14.94% |
$3.08M - $3.11M
|
344K
$17.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-64.3K- 91.49% |
$3.28M - $3.31M
|
5.98K
$310K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-68.2K- 5.59% |
$3.47M - $3.51M
|
1.15M
$59.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72.1K- 94.24% |
$3.67M - $3.71M
|
4.41K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-72.6K- 27.46% |
$3.7M - $3.74M
|
192K
$9.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-84.1K- 88.18% |
$4.29M - $4.33M
|
11.3K
$585K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-89.7K- 32.19% |
$4.57M - $4.62M
|
189K
$9.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-95.6K- 68.14% |
$4.87M - $4.92M
|
44.7K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 17.65% |
$5.3M - $5.36M
|
485K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-107K- 55.17% |
$5.43M - $5.49M
|
86.6K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-110K- 7.13% |
$5.62M - $5.68M
|
1.44M
$74.5M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-114K- 9.6% |
$5.79M - $5.85M
|
1.07M
$55.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114K- 2.61% |
$5.79M - $5.85M
|
4.24M
$220M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-130K- 19.34% |
$6.64M - $6.71M
|
543K
$28.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-137K- 5.55% |
$6.98M - $7.05M
|
2.33M
$121M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-138K- 15.59% |
$7.02M - $7.1M
|
747K
$38.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-139K- 84.42% |
$7.06M - $7.13M
|
25.6K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-201K- 9.71% |
$10.2M - $10.3M
|
1.87M
$96.9M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-241K- 55.0% |
$12.3M - $12.4M
|
198K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-259K- 7.69% |
$13.2M - $13.3M
|
3.11M
$161M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-277K- 44.33% |
$14.1M - $14.3M
|
348K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-363K- 8.16% |
$18.5M - $18.7M
|
4.09M
$212M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-367K- 48.79% |
$18.7M - $18.9M
|
386K
$20M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-414K- 27.93% |
$21.1M - $21.3M
|
1.07M
$55.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-438K- 38.72% |
$22.3M - $22.5M
|
693K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-442K- 5.11% |
$22.5M - $22.8M
|
8.21M
$426M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-460K- 47.99% |
$23.4M - $23.7M
|
498K
$25.8M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-611K- 63.41% |
$31.1M - $31.5M
|
353K
$18.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-678K- 7.12% |
$34.5M - $34.9M
|
8.85M
$459M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-678K- 7.12% |
$34.5M - $34.9M
|
8.85M
$459M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-805K- 3.31% |
$41M - $41.4M
|
23.5M
$1.22B
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-813K- 99.61% |
$41.4M - $41.8M
|
3.16K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.46M- 50.29% |
$278M - $281M
|
5.4M
$280M
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-9.05M- 48.7% |
$461M - $466M
|
9.53M
$494M
|