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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28K+ 3.88% |
$1.42M - $1.44M
|
748K
$38.8M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
27.2K+ 5.4% |
$1.39M - $1.4M
|
532K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
26.6KNew |
$1.36M - $1.37M
|
26.6K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
25.9KNew |
$1.32M - $1.33M
|
25.9K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25KNew |
$1.27M - $1.29M
|
25K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
24.1K+ 3683.97% |
$1.23M - $1.24M
|
24.8K
$1.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.1K+ 2.72% |
$1.12M - $1.14M
|
834K
$43.3M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
21.9K+ 1.49% |
$1.12M - $1.13M
|
1.5M
$77.7M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21.2KNew |
$1.08M - $1.09M
|
21.2K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21K+ 4.88% |
$1.07M - $1.08M
|
452K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.4KNew |
$1.04M - $1.05M
|
20.4K
$1.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
20.2K+ 19.7% |
$1.03M - $1.04M
|
123K
$6.38M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
20.2KNew |
$1.03M - $1.04M
|
20.2K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.1K+ 5.69% |
$1.02M - $1.03M
|
373K
$19.3M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 10.82% |
$1.01M - $1.02M
|
202K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
19.2K+ 10.88% |
$979K - $989K
|
196K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19K+ 12.95% |
$968K - $978K
|
166K
$8.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.9K+ 5.77% |
$964K - $975K
|
347K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.8KNew |
$959K - $969K
|
18.8K
$976K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
18.6K+ 175.54% |
$948K - $958K
|
29.2K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.5K+ 1.9% |
$942K - $952K
|
991K
$51.4M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18.4K+ 4.0% |
$937K - $947K
|
478K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.1K+ 89.88% |
$921K - $931K
|
38.2K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
17.8K+ 7.33% |
$909K - $919K
|
261K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17K+ 50.43% |
$866K - $875K
|
50.7K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 7.8% |
$863K - $872K
|
234K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.7K+ 5.7% |
$802K - $810K
|
292K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.7K+ 93.34% |
$800K - $808K
|
32.5K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6K+ 4.5% |
$794K - $802K
|
362K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.5K+ 5.66% |
$791K - $800K
|
290K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2K+ 5.58% |
$774K - $782K
|
287K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15KNew |
$764K - $772K
|
15K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
14.9K+ 1.84% |
$760K - $767K
|
823K
$42.7M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.8K+ 12.44% |
$755K - $763K
|
134K
$6.95M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
14.3K+ 2.3% |
$730K - $738K
|
636K
$33M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
14K+ 58.22% |
$711K - $718K
|
37.9K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
13.9K+ 185.53% |
$709K - $716K
|
21.4K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 3.43% |
$695K - $702K
|
411K
$21.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.4K+ 93.55% |
$684K - $691K
|
27.8K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 0.99% |
$679K - $686K
|
1.36M
$70.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13K+ 164.83% |
$664K - $671K
|
21K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 1.14% |
$651K - $657K
|
1.13M
$58.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.7K+ 22.27% |
$648K - $655K
|
69.8K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12K+ 2432.39% |
$612K - $619K
|
12.5K
$649K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 29.77% |
$578K - $584K
|
49.5K
$2.57M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3K+ 5.18% |
$573K - $579K
|
228K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
11.2K+ 7.6% |
$569K - $575K
|
158K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 3.38% |
$566K - $572K
|
340K
$17.6M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11.1K+ 4.34% |
$565K - $571K
|
267K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 10.99% |
$554K - $560K
|
110K
$5.7M
|