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
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.7K+ 1.98% |
$545K - $550K
|
551K
$28.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.5K+ 1.69% |
$536K - $541K
|
634K
$32.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 7.65% |
$527K - $533K
|
146K
$7.51M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.1K+ 2.83% |
$516K - $521K
|
368K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
10KNew |
$510K - $515K
|
10K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9.95KNew |
$507K - $512K
|
9.95K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.9K+ 0.43% |
$504K - $509K
|
2.3M
$119M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9.76K+ 8.47% |
$497K - $503K
|
125K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.71K+ 4.1% |
$495K - $500K
|
247K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.52K+ 24.43% |
$485K - $490K
|
48.5K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
9.51K+ 3.29% |
$484K - $489K
|
298K
$15.4M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.48K+ 107.46% |
$483K - $488K
|
18.3K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.45K+ 1948.45% |
$481K - $486K
|
9.94K
$512K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.32K+ 9.01% |
$475K - $480K
|
113K
$5.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.07K+ 5.25% |
$462K - $467K
|
182K
$9.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.94KNew |
$456K - $460K
|
8.94K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.93K+ 9.21% |
$455K - $460K
|
106K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.75K+ 109.59% |
$446K - $451K
|
16.7K
$863K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.62K+ 9.99% |
$439K - $444K
|
94.9K
$4.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.3K+ 22.08% |
$423K - $427K
|
45.9K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.29K+ 133.33% |
$422K - $427K
|
14.5K
$748K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.19K+ 12.84% |
$417K - $421K
|
71.9K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.03K+ 4.41% |
$409K - $413K
|
190K
$9.81M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
8.03K+ 1.83% |
$409K - $413K
|
446K
$23M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.8K+ 3.24% |
$398K - $402K
|
249K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.71K+ 2.25% |
$393K - $397K
|
350K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.68K+ 247.66% |
$391K - $395K
|
10.8K
$556K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.65K+ 7.8% |
$390K - $394K
|
106K
$5.45M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.64K+ 11.86% |
$389K - $393K
|
72.1K
$3.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7.51KNew |
$382K - $386K
|
7.51K
$387K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.35KNew |
$374K - $378K
|
7.35K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.14K+ 24.06% |
$364K - $368K
|
36.8K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.02K+ 3.74% |
$357K - $361K
|
195K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.88K+ 1.46% |
$351K - $354K
|
479K
$24.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.85KNew |
$349K - $353K
|
6.85K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
6.84K+ 5.24% |
$348K - $352K
|
137K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.74K+ 119.09% |
$343K - $347K
|
12.4K
$639K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.72K+ 1.96% |
$343K - $346K
|
349K
$18M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.7K+ 21.85% |
$341K - $345K
|
37.4K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.62KNew |
$337K - $341K
|
6.62K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
6.6K+ 16.82% |
$336K - $340K
|
45.8K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
6.57K+ 6.29% |
$335K - $338K
|
111K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.48K+ 1.25% |
$330K - $334K
|
523K
$27M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.32K+ 8.47% |
$322K - $325K
|
80.9K
$4.17M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
6K+ 1.8% |
$306K - $309K
|
339K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.96K+ 119.49% |
$304K - $307K
|
10.9K
$564K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.93K+ 70.74% |
$302K - $305K
|
14.3K
$737K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.91K+ 14.01% |
$301K - $304K
|
48.1K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.51KNew |
$281K - $284K
|
5.51K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
5.49K+ 2.3% |
$280K - $283K
|
245K
$12.6M
|