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 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.48K+ 1.33% |
$279K - $282K
|
416K
$21.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
5.48K+ 5.99% |
$279K - $282K
|
96.9K
$5.03M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.33K+ 1.72% |
$272K - $274K
|
315K
$16.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
5.32K+ 55.28% |
$271K - $274K
|
14.9K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.22K+ 53.45% |
$266K - $269K
|
15K
$778K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.17K+ 1.84% |
$263K - $266K
|
287K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.12K+ 25.51% |
$261K - $264K
|
25.2K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$260K - $263K
|
5.11K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.09K+ 3.12% |
$259K - $262K
|
168K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.09K+ 1.78% |
$259K - $262K
|
291K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$247K - $250K
|
4.86K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.78KNew |
$243K - $246K
|
4.78K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.78K+ 69.0% |
$243K - $246K
|
11.7K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.71K+ 16.01% |
$240K - $242K
|
34.1K
$1.77M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
4.68K+ 7.45% |
$238K - $241K
|
67.5K
$3.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.64K+ 6.14% |
$236K - $239K
|
80.1K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.62KNew |
$235K - $238K
|
4.62K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.55K+ 7.35% |
$232K - $234K
|
66.4K
$3.45M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.44K+ 102.14% |
$226K - $229K
|
8.79K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.41KNew |
$225K - $227K
|
4.41K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 2.68% |
$224K - $226K
|
168K
$8.71M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.37K+ 4.99% |
$222K - $225K
|
91.8K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
4.32K+ 6.83% |
$220K - $222K
|
67.6K
$3.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.23K+ 2.31% |
$216K - $218K
|
187K
$9.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.23K+ 9.6% |
$216K - $218K
|
48.3K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4.2K+ 14.05% |
$214K - $216K
|
34.1K
$1.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.18KNew |
$213K - $215K
|
4.18K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.17K+ 60.9% |
$212K - $215K
|
11K
$571K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.09KNew |
$208K - $211K
|
4.09K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
4.01K+ 82.62% |
$204K - $207K
|
8.87K
$460K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.98KNew |
$203K - $205K
|
3.98K
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 16.92% |
$202K - $204K
|
27.3K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.93K+ 11.46% |
$200K - $202K
|
38.2K
$1.98M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.92K+ 28.13% |
$200K - $202K
|
17.8K
$926K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.87K+ 3.62% |
$197K - $199K
|
111K
$5.75M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.8K+ 17.77% |
$194K - $196K
|
25.2K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.77K+ 8.84% |
$192K - $194K
|
46.4K
$2.41M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.75K+ 8.49% |
$191K - $193K
|
47.9K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.72K+ 25.54% |
$189K - $191K
|
18.3K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.64K+ 34.5% |
$185K - $187K
|
14.2K
$736K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.62K+ 5.75% |
$184K - $186K
|
66.6K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.52K+ 10.84% |
$179K - $181K
|
35.9K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.41K+ 55.05% |
$174K - $176K
|
9.61K
$499K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.39K+ 76.95% |
$173K - $174K
|
7.79K
$404K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.34K+ 1.04% |
$170K - $172K
|
323K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.32KNew |
$169K - $171K
|
3.32K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.23K+ 16.25% |
$165K - $166K
|
23.1K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
3.19K+ 2.93% |
$163K - $164K
|
112K
$5.82M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.18KNew |
$162K - $164K
|
3.18K
$165K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 17.05% |
$160K - $161K
|
21.5K
$1.12M
|