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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-467- 5.2% |
$23.4K - $23.7K
|
8.52K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-468- 1.68% |
$23.4K - $23.8K
|
27.4K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-471- 4.65% |
$23.6K - $23.9K
|
9.66K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-472- 1.44% |
$23.6K - $24K
|
32.3K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-474- 3.67% |
$23.7K - $24.1K
|
12.4K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-490- 7.62% |
$24.5K - $24.9K
|
5.94K
$308K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-515- 32.45% |
$25.8K - $26.1K
|
1.07K
$55.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-517- 12.05% |
$25.9K - $26.2K
|
3.77K
$196K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-530- 11.49% |
$26.5K - $26.9K
|
4.08K
$212K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-531- 39.16% |
$26.6K - $27K
|
825
$42.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-536- 6.52% |
$26.8K - $27.2K
|
7.69K
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-554- 4.53% |
$27.7K - $28.1K
|
11.7K
$606K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-559- 5.02% |
$28K - $28.4K
|
10.6K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-568- 11.12% |
$28.4K - $28.8K
|
4.54K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-582- 11.9% |
$29.1K - $29.5K
|
4.31K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-584- 74.49% |
$29.2K - $29.6K
|
200
$10.4K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-600- 6.67% |
$30K - $30.5K
|
8.4K
$436K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-600- 0.43% |
$30K - $30.5K
|
139K
$7.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-603- 1.13% |
$30.2K - $30.6K
|
53K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-665- 0.87% |
$33.3K - $33.8K
|
75.6K
$3.93M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-682- 11.98% |
$34.1K - $34.6K
|
5.01K
$260K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-684- 5.29% |
$34.2K - $34.7K
|
12.3K
$636K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-684- 78.17% |
$34.2K - $34.7K
|
191
$9.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-715- 0.31% |
$35.8K - $36.3K
|
233K
$12.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-717- 6.51% |
$35.9K - $36.4K
|
10.3K
$534K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-743- 18.46% |
$37.2K - $37.7K
|
3.28K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-751- 3.11% |
$37.6K - $38.1K
|
23.4K
$1.22M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-766- 49.9% |
$38.3K - $38.9K
|
769
$39.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-774- 7.65% |
$38.7K - $39.3K
|
9.35K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-785- 1.72% |
$39.3K - $39.8K
|
44.8K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-793- 10.2% |
$39.7K - $40.3K
|
6.98K
$362K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-800- 2.42% |
$40K - $40.6K
|
32.3K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-838- 7.72% |
$41.9K - $42.5K
|
10K
$520K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-847- 1.61% |
$42.4K - $43K
|
51.7K
$2.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-860- 3.67% |
$43K - $43.7K
|
22.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-914- 0.6% |
$45.7K - $46.4K
|
152K
$7.89M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-916- 65.38% |
$45.8K - $46.5K
|
485
$25.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-916- 65.38% |
$45.8K - $46.5K
|
485
$25.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-927- 3.74% |
$46.4K - $47.1K
|
23.9K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-957- 11.66% |
$47.9K - $48.6K
|
7.25K
$376K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-960- 12.43% |
$48K - $48.7K
|
6.77K
$351K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-967- 16.31% |
$48.4K - $49.1K
|
4.96K
$257K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-985- 2.83% |
$49.3K - $50K
|
33.8K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 16.0% |
$50K - $50.8K
|
5.25K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 1.51% |
$51.7K - $52.4K
|
67.6K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.03K- 1.5% |
$51.7K - $52.5K
|
67.9K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.04K- 0.95% |
$51.8K - $52.5K
|
108K
$5.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 8.7% |
$51.8K - $52.5K
|
10.9K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 3.86% |
$51.8K - $52.6K
|
25.8K
$1.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.05K- 17.88% |
$52.5K - $53.3K
|
4.82K
$250K
|