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
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$12.7K - $12.9K
|
250
$12.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
250+ 1.64% |
$12.7K - $12.9K
|
15.5K
$800K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
240+ 0.05% |
$12.2K - $12.4K
|
525K
$27M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
232+ 293.67% |
$11.8K - $11.9K
|
311
$16K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
231+ 0.36% |
$11.8K - $11.9K
|
64.1K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
224+ 17.71% |
$11.4K - $11.5K
|
1.49K
$76.7K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210+ 41.83% |
$10.7K - $10.8K
|
712
$36.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
204+ 0.62% |
$10.4K - $10.5K
|
33.1K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
201+ 9.38% |
$10.2K - $10.3K
|
2.34K
$121K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
201+ 119.64% |
$10.2K - $10.3K
|
369
$19K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
196+ 0.62% |
$9.99K - $10.1K
|
32.1K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
194+ 3.48% |
$9.88K - $9.99K
|
5.77K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
192+ 1.42% |
$9.78K - $9.88K
|
13.7K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
188+ 2.05% |
$9.58K - $9.68K
|
9.37K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
188+ 3.87% |
$9.58K - $9.68K
|
5.05K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
161+ 6.18% |
$8.2K - $8.29K
|
2.77K
$143K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$8.05K - $8.13K
|
158
$8.14K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 113.45% |
$6.88K - $6.95K
|
254
$13.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
131+ 0.24% |
$6.67K - $6.74K
|
54.7K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
116+ 2.42% |
$5.91K - $5.97K
|
4.91K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
110+ 1.09% |
$5.6K - $5.66K
|
10.2K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
109+ 1.95% |
$5.55K - $5.61K
|
5.71K
$294K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
106New |
$5.4K - $5.46K
|
106
$5.46K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
105+ 0.33% |
$5.35K - $5.41K
|
31.8K
$1.64M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94+ 2.14% |
$4.79K - $4.84K
|
4.48K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$4.69K - $4.74K
|
92
$4.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
87+ 0.39% |
$4.43K - $4.48K
|
22.1K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
85+ 0.38% |
$4.33K - $4.38K
|
22.3K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
85+ 0.64% |
$4.33K - $4.38K
|
13.5K
$694K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
83+ 1.43% |
$4.23K - $4.27K
|
5.88K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
75+ 1.41% |
$3.82K - $3.86K
|
5.4K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
70+ 0.53% |
$3.57K - $3.6K
|
13.2K
$678K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
68+ 1.5% |
$3.46K - $3.5K
|
4.61K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 5.05% |
$3.41K - $3.45K
|
1.39K
$71.8K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
65+ 0.36% |
$3.31K - $3.35K
|
17.9K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
65+ 1.57% |
$3.31K - $3.35K
|
4.22K
$217K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
63+ 0.22% |
$3.21K - $3.24K
|
28.6K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
58New |
$2.96K - $2.99K
|
58
$2.99K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$2.9K - $2.93K
|
57
$2.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
56+ 0.2% |
$2.85K - $2.88K
|
28K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 0.53% |
$2.7K - $2.73K
|
9.97K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$2.5K - $2.52K
|
49
$2.53K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
46+ 0.06% |
$2.34K - $2.37K
|
83.3K
$4.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
45+ 1.15% |
$2.29K - $2.32K
|
3.95K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$1.78K - $1.8K
|
35
$1.8K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
31+ 0.53% |
$1.58K - $1.6K
|
5.86K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
30+ 0.6% |
$1.53K - $1.54K
|
5.02K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30+ 0.15% |
$1.53K - $1.54K
|
19.8K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
26+ 0.58% |
$1.32K - $1.34K
|
4.53K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
21+ 0.49% |
$1.07K - $1.08K
|
4.35K
$224K
|