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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 0.58% |
$1.02K - $1.03K
|
3.46K
$178K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$866 - $875
|
4.36K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.1% |
$560 - $566
|
10.9K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.58% |
$510 - $515
|
1.75K
$89.9K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.58% |
$408 - $412
|
1.39K
$71.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.02% |
$357 - $360
|
32.2K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7+ 0.13% |
$357 - $360
|
5.31K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
7+ 0.16% |
$357 - $360
|
4.5K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$357 - $360
|
3.58K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.05% |
$204 - $206
|
8.16K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.54% |
$153 - $154
|
555
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.55% |
$153 - $154
|
544
$28K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.44% |
$153 - $154
|
686
$35.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.01% |
$102 - $103
|
24.3K
$1.25M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.74% |
$102 - $103
|
274
$14.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.63% |
$102 - $103
|
318
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.04% |
$51 - $51.5
|
2.69K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.01% |
$51 - $51.5
|
9.08K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.51% |
$51 - $51.5
|
196
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$51 - $51.5
|
5.15K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$102 - $103
|
7.12K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7- 10.29% |
$357 - $360
|
61
$3.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 5.81% |
$459 - $463
|
146
$7.52K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10- 3.98% |
$510 - $515
|
241
$12.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 1.96% |
$611 - $618
|
601
$31K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 0.74% |
$662 - $669
|
1.74K
$89.8K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-18- 0.2% |
$917 - $927
|
8.8K
$454K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20- 0.03% |
$1.02K - $1.03K
|
76.7K
$3.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.36% |
$1.07K - $1.08K
|
5.88K
$303K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-25- 0.58% |
$1.27K - $1.29K
|
4.25K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 6.37% |
$1.48K - $1.49K
|
426
$22K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-32- 0.11% |
$1.63K - $1.65K
|
28.6K
$1.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-41- 7.4% |
$2.09K - $2.11K
|
513
$26.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-41- 0.77% |
$2.09K - $2.11K
|
5.25K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 0.8% |
$2.55K - $2.57K
|
6.2K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-50- 1.21% |
$2.55K - $2.57K
|
4.09K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-51- 0.1% |
$2.6K - $2.63K
|
49.2K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-56- 0.04% |
$2.85K - $2.88K
|
155K
$7.98M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-59- 4.39% |
$3.01K - $3.04K
|
1.29K
$66.3K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-60- 6.81% |
$3.06K - $3.09K
|
821
$42.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-63- 0.19% |
$3.21K - $3.24K
|
32.8K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.65% |
$3.31K - $3.35K
|
9.87K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-80- 0.5% |
$4.08K - $4.12K
|
15.8K
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-82- 0.38% |
$4.18K - $4.22K
|
21.7K
$1.12M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-83Closed |
$4.23K - $4.27K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.32% |
$5.1K - $5.15K
|
4.21K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-100- 1.21% |
$5.1K - $5.15K
|
8.14K
$419K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-100- 1.21% |
$5.1K - $5.15K
|
8.14K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-108- 1.51% |
$5.5K - $5.56K
|
7.04K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-110- 1.61% |
$5.6K - $5.66K
|
6.74K
$347K
|