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
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.13K+ 1.6% |
$159K - $161K
|
199K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.12K+ 2.21% |
$159K - $161K
|
144K
$7.48M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.09K+ 2.25% |
$157K - $159K
|
140K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.05K+ 1.86% |
$155K - $157K
|
167K
$8.66M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.02K+ 2.8% |
$154K - $155K
|
111K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3K+ 45.98% |
$153K - $154K
|
9.52K
$494K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.94K+ 4.65% |
$150K - $151K
|
66.2K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.88K+ 6.29% |
$147K - $148K
|
48.6K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.77KNew |
$141K - $143K
|
2.77K
$144K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.76K+ 4.77% |
$140K - $142K
|
60.6K
$3.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.68K+ 30.19% |
$136K - $138K
|
11.5K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.58K+ 9.08% |
$131K - $133K
|
31K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.49K+ 2.06% |
$127K - $128K
|
124K
$6.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 6.5% |
$126K - $127K
|
40.4K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.41K+ 5.54% |
$123K - $124K
|
45.9K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.41K+ 7.59% |
$123K - $124K
|
34.1K
$1.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.36K+ 5.42% |
$120K - $121K
|
45.8K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.33K+ 6.27% |
$119K - $120K
|
39.6K
$2.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.29K+ 8.11% |
$117K - $118K
|
30.6K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 12.91% |
$112K - $114K
|
19.3K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.18K+ 9.96% |
$111K - $112K
|
24.1K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.16K+ 4.3% |
$110K - $111K
|
52.5K
$2.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.11K+ 3.15% |
$108K - $109K
|
69K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.09K+ 7.19% |
$107K - $108K
|
31.2K
$1.62M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.09K+ 7.97% |
$107K - $108K
|
28.3K
$1.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.08K+ 5.87% |
$106K - $107K
|
37.5K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2K+ 3.04% |
$102K - $103K
|
67.9K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2K+ 43.95% |
$102K - $103K
|
6.54K
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.96K+ 96.35% |
$99.6K - $101K
|
3.98K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.94K+ 5.05% |
$98.8K - $99.8K
|
40.3K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.84K+ 1.88% |
$93.7K - $94.7K
|
99.5K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.81K+ 6.58% |
$92.2K - $93.2K
|
29.3K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.8K+ 9.19% |
$91.5K - $92.5K
|
21.3K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.77K+ 3.05% |
$90.3K - $91.3K
|
59.9K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.75KNew |
$89.2K - $90.1K
|
1.75K
$90.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 25.87% |
$87.9K - $88.8K
|
8.39K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.71KNew |
$87K - $87.9K
|
1.71K
$88.6K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.7K+ 2.07% |
$86.6K - $87.5K
|
83.7K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.64K+ 8.39% |
$83.7K - $84.6K
|
21.2K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.64K+ 4.63% |
$83.5K - $84.3K
|
37K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.61K+ 27.05% |
$82.1K - $82.9K
|
7.57K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.61K+ 9.85% |
$82.1K - $82.9K
|
18K
$932K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.57KNew |
$79.7K - $80.6K
|
1.57K
$81.2K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.54K+ 13.39% |
$78.5K - $79.3K
|
13K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.53KNew |
$77.9K - $78.7K
|
1.53K
$79.3K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 282.49% |
$76.4K - $77.2K
|
2.03K
$105K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.48K+ 2687.27% |
$75.3K - $76.1K
|
1.53K
$79.5K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.48K+ 2.57% |
$75.2K - $76K
|
58.8K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47K+ 29.58% |
$74.9K - $75.7K
|
6.44K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 23.0% |
$74.5K - $75.3K
|
7.82K
$406K
|