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
|
Td Asset Management Inc
|
BUY
|
- |
88.5K+ 144.55% |
$4.51M - $4.56M
|
150K
$7.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
85.7KNew |
$4.37M - $4.41M
|
85.7K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
79.8K+ 283.88% |
$4.07M - $4.11M
|
108K
$5.56M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
79.1K+ 5.23% |
$4.03M - $4.07M
|
1.59M
$82M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
78.9K+ 227.81% |
$4.02M - $4.06M
|
114K
$5.85M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
78.8KNew |
$4.02M - $4.06M
|
78.8K
$4.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
78.7KNew |
$4.01M - $4.05M
|
78.7K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
77.1K+ 3.28% |
$3.93M - $3.97M
|
2.42M
$125M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
76.8KNew |
$3.91M - $3.95M
|
76.8K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75K+ 20.11% |
$3.82M - $3.86M
|
448K
$23.1M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
73K+ 15.66% |
$3.72M - $3.76M
|
539K
$27.8M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
70.3KNew |
$3.58M - $3.62M
|
70.3K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
70K+ 45.52% |
$3.57M - $3.61M
|
224K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68.3KNew |
$3.48M - $3.51M
|
68.3K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
67.7KNew |
$3.45M - $3.48M
|
67.7K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
66.6KNew |
$3.39M - $3.43M
|
66.6K
$3.43M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66.5K+ 3.73% |
$3.39M - $3.42M
|
1.85M
$95.1M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
65.2K+ 8.58% |
$3.32M - $3.35M
|
825K
$42.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.7K+ 1.64% |
$3.04M - $3.07M
|
3.7M
$191M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
57.7K+ 15.16% |
$2.94M - $2.97M
|
439K
$22.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.6K+ 5.37% |
$2.73M - $2.76M
|
1.05M
$54.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
51KNew |
$2.6M - $2.63M
|
51K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
49.5K+ 10.54% |
$2.52M - $2.55M
|
519K
$26.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
49.3K+ 133.11% |
$2.51M - $2.54M
|
86.3K
$4.45M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
48K+ 5.14% |
$2.45M - $2.47M
|
982K
$50.6M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
47.8K+ 5.88% |
$2.44M - $2.46M
|
862K
$44.4M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46.3KNew |
$2.36M - $2.38M
|
46.3K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.7K+ 21.63% |
$2.23M - $2.25M
|
246K
$12.7M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
41K+ 57.48% |
$2.09M - $2.11M
|
112K
$5.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
40.8K+ 10.59% |
$2.08M - $2.1M
|
426K
$22M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
39.4K+ 593.07% |
$2.01M - $2.03M
|
46K
$2.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
39K+ 34.81% |
$1.99M - $2.01M
|
151K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35.2K+ 9.4% |
$1.79M - $1.81M
|
409K
$21.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34.9K+ 15.68% |
$1.78M - $1.8M
|
257K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.6K+ 9.32% |
$1.71M - $1.73M
|
394K
$20.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
33.4K+ 59.8% |
$1.7M - $1.72M
|
89.4K
$4.61M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33K+ 157.83% |
$1.68M - $1.7M
|
53.9K
$2.78M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
32.8KNew |
$1.67M - $1.69M
|
32.8K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.7K+ 66.17% |
$1.67M - $1.68M
|
82.2K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.5K+ 19.05% |
$1.66M - $1.68M
|
203K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.2K+ 9.22% |
$1.64M - $1.66M
|
381K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
32.1K+ 16.35% |
$1.64M - $1.65M
|
229K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 178.83% |
$1.58M - $1.59M
|
48.2K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.8KNew |
$1.57M - $1.59M
|
30.8K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
30.8KNew |
$1.57M - $1.59M
|
30.8K
$1.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
29.5K+ 6.56% |
$1.5M - $1.52M
|
480K
$24.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.5K+ 121.61% |
$1.45M - $1.47M
|
51.9K
$2.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
28.4KNew |
$1.44M - $1.46M
|
28.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.2K+ 50.54% |
$1.44M - $1.45M
|
84.1K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28K+ 448.73% |
$1.43M - $1.44M
|
34.2K
$1.76M
|