Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
5.92M+ 38.42% |
$296M - $301M
|
21.3M
$1.1B
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.15M+ 48.44% |
$107M - $109M
|
6.58M
$339M
|
|
|
Aug 14, 2023
Q2 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.74M+ 6.24% |
$86.8M - $88.1M
|
29.6M
$1.52B
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.54M+ 10.15% |
$77M - $78.1M
|
16.7M
$860M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.54M+ 109.31% |
$77M - $78.1M
|
2.95M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.08M+ 13.77% |
$54.1M - $54.9M
|
8.93M
$460M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.03M+ 230821.92% |
$51.6M - $52.4M
|
1.03M
$53.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
930KNew |
$46.5M - $47.2M
|
930K
$47.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
845KNew |
$42.3M - $42.9M
|
845K
$43.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
670KNew |
$33.5M - $34M
|
670K
$34.5M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
544K+ 62.42% |
$27.2M - $27.6M
|
1.42M
$73M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
477K+ 3.81% |
$23.9M - $24.2M
|
13M
$671M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
465KNew |
$23.2M - $23.6M
|
465K
$24M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
415KNew |
$20.8M - $21.1M
|
415K
$21.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
390K+ 725.79% |
$19.5M - $19.8M
|
444K
$22.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
383K+ 427.03% |
$19.1M - $19.4M
|
472K
$24.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
310K+ 100.0% |
$15.5M - $15.7M
|
620K
$32M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
295K+ 252.21% |
$14.8M - $15M
|
412K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
270K+ 2.5% |
$13.5M - $13.7M
|
11.1M
$570M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
256K+ 15.32% |
$12.8M - $13M
|
1.93M
$99.3M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
240KNew |
$12M - $12.2M
|
240K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
240KNew |
$12M - $12.2M
|
240K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
190K+ 22.3% |
$9.53M - $9.67M
|
1.04M
$53.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
189K+ 215.59% |
$9.47M - $9.61M
|
277K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
184K+ 0.75% |
$9.18M - $9.32M
|
24.7M
$1.27B
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
171K+ 204.91% |
$8.55M - $8.67M
|
254K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
158K+ 47.27% |
$7.9M - $8.02M
|
492K
$25.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
145K+ 9.06% |
$7.25M - $7.36M
|
1.75M
$90M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
139K+ 671.93% |
$6.94M - $7.05M
|
159K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
125K+ 10.6% |
$6.23M - $6.32M
|
1.3M
$67M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 2.62% |
$6.2M - $6.29M
|
4.86M
$250M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
115K+ 38.33% |
$5.75M - $5.84M
|
415K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
110K+ 1.23% |
$5.5M - $5.58M
|
9.06M
$467M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
107K+ 1120.33% |
$5.35M - $5.43M
|
117K
$6.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 4.72% |
$5.12M - $5.2M
|
2.27M
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
85.5K+ 38.83% |
$4.28M - $4.34M
|
306K
$15.8M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
70.6K+ 28.35% |
$3.53M - $3.58M
|
319K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
70KNew |
$3.5M - $3.55M
|
70K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68.5K+ 34.94% |
$3.43M - $3.48M
|
265K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.9K+ 8.69% |
$3.35M - $3.39M
|
836K
$43.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
66.4K+ 3.99% |
$3.32M - $3.37M
|
1.73M
$89.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.6K+ 3461.68% |
$3.23M - $3.28M
|
66.5K
$3.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
BUY
|
- |
61.2K+ 0.46% |
$3.06M - $3.11M
|
13.2M
$682M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
60.5K+ 20.37% |
$3.02M - $3.07M
|
357K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60.2K+ 15.92% |
$3.01M - $3.06M
|
439K
$22.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
59KNew |
$2.95M - $3M
|
59K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58.4K+ 9.17% |
$2.92M - $2.97M
|
696K
$35.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
57.6KNew |
$2.88M - $2.92M
|
57.6K
$2.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.3K+ 10.21% |
$2.82M - $2.86M
|
608K
$31.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
55.6K+ 10.43% |
$2.78M - $2.82M
|
589K
$30.3M
|