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 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.06K- 2.91% |
$52.8K - $53.6K
|
35.2K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.07K- 9.2% |
$53.4K - $54.2K
|
10.5K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.08K- 3.81% |
$53.8K - $54.6K
|
27.2K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 12.49% |
$55K - $55.8K
|
7.71K
$400K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.11K- 7.29% |
$55.5K - $56.3K
|
14.1K
$732K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 5.08% |
$56.7K - $57.5K
|
21.2K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.14K- 1.12% |
$56.8K - $57.6K
|
100K
$5.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.16K- 18.03% |
$58.2K - $59.1K
|
5.29K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.17K- 7.39% |
$58.5K - $59.3K
|
14.7K
$760K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.18K- 15.7% |
$58.8K - $59.7K
|
6.32K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.18K- 2.62% |
$58.9K - $59.8K
|
43.9K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.19K- 12.93% |
$59.3K - $60.2K
|
7.98K
$414K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-1.21K- 0.7% |
$60.3K - $61.2K
|
170K
$8.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.25K- 3.29% |
$62.5K - $63.4K
|
36.7K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.29K- 0.45% |
$64.3K - $65.3K
|
288K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 5.33% |
$65.1K - $66K
|
23.1K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.31K- 1.53% |
$65.4K - $66.4K
|
84.1K
$4.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 6.43% |
$65.5K - $66.5K
|
19.1K
$989K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.31K- 1.57% |
$65.5K - $66.5K
|
82.3K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.33K- 1.95% |
$66.7K - $67.7K
|
66.9K
$3.47M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.35K- 6.34% |
$67.6K - $68.6K
|
20K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.38K- 7.17% |
$69K - $70K
|
17.9K
$927K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.39K- 14.54% |
$69.7K - $70.8K
|
8.19K
$425K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.4K- 1.44% |
$70K - $71.1K
|
95.9K
$4.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.42K- 2.25% |
$71K - $72.1K
|
61.6K
$3.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.43K- 38.18% |
$71.5K - $72.5K
|
2.31K
$120K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.45K- 4.49% |
$72.3K - $73.3K
|
30.7K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.45K- 2.92% |
$72.7K - $73.8K
|
48.3K
$2.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.49K- 0.39% |
$74.3K - $75.4K
|
376K
$19.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.49K- 6.76% |
$74.5K - $75.6K
|
20.6K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.55K- 8.88% |
$77.6K - $78.8K
|
15.9K
$826K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.58K- 13.04% |
$79K - $80.2K
|
10.5K
$547K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.58K- 4.82% |
$79.1K - $80.3K
|
31.2K
$1.62M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.58K- 4.82% |
$79.1K - $80.3K
|
31.2K
$1.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.58K- 2.14% |
$79.2K - $80.4K
|
72.4K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.61K- 16.5% |
$80.6K - $81.8K
|
8.16K
$423K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.62K- 0.9% |
$81K - $82.2K
|
178K
$9.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.68K- 15.32% |
$83.8K - $85K
|
9.26K
$480K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.69K- 1.57% |
$84.5K - $85.8K
|
106K
$5.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8K- 2.91% |
$89.8K - $91.1K
|
59.8K
$3.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.8K- 25.03% |
$90.2K - $91.6K
|
5.4K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.84K- 17.41% |
$92K - $93.3K
|
8.72K
$453K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.95K- 34.08% |
$97.6K - $99K
|
3.77K
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.99K- 11.91% |
$99.5K - $101K
|
14.7K
$763K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.99K- 8.35% |
$99.5K - $101K
|
21.8K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 4.21% |
$99.9K - $101K
|
45.5K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 50.8% |
$104K - $105K
|
2.01K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.08K- 2.97% |
$104K - $105K
|
67.9K
$3.52M
|
|
|
Aug 22, 2023
Q2 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-2.11K- 3.19% |
$106K - $107K
|
64.2K
$3.33M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.13K- 9.7% |
$106K - $108K
|
19.8K
$1.03M
|