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 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 20.81% |
$107K - $109K
|
8.16K
$423K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 2.49% |
$110K - $112K
|
86.2K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.29K- 27.27% |
$114K - $116K
|
6.1K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.29K- 24.92% |
$114K - $116K
|
6.9K
$358K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 3.9% |
$117K - $118K
|
57.5K
$2.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.36K- 28.09% |
$118K - $120K
|
6.04K
$313K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.39K- 11.64% |
$119K - $121K
|
18.1K
$940K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.4K- 11.54% |
$120K - $122K
|
18.4K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.44K- 0.96% |
$122K - $124K
|
251K
$13M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2.53K- 2.61% |
$127K - $128K
|
94.5K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.58K- 21.81% |
$129K - $131K
|
9.24K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.59K- 9.0% |
$129K - $131K
|
26.2K
$1.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-2.59K- 3.33% |
$130K - $131K
|
75.2K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.61K- 6.5% |
$131K - $133K
|
37.6K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.61K- 2.12% |
$131K - $133K
|
121K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.64K- 3.21% |
$132K - $134K
|
79.6K
$4.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.65K- 8.01% |
$133K - $135K
|
30.4K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.71K- 0.59% |
$135K - $137K
|
456K
$23.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.83K- 9.0% |
$142K - $144K
|
28.6K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.83K- 9.38% |
$142K - $144K
|
27.3K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.05K- 1.98% |
$152K - $155K
|
151K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.06K- 7.13% |
$153K - $155K
|
39.9K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.09K- 3.97% |
$154K - $157K
|
74.8K
$3.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 75.95% |
$160K - $162K
|
1.01K
$52.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.2K- 0.36% |
$160K - $162K
|
884K
$45.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.2K- 19.01% |
$160K - $162K
|
13.6K
$707K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 5.65% |
$160K - $163K
|
53.5K
$2.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 41.11% |
$164K - $167K
|
4.7K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.62K- 43.53% |
$181K - $184K
|
4.7K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.75K- 2.05% |
$188K - $191K
|
179K
$9.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.84K- 10.93% |
$192K - $195K
|
31.3K
$1.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.87K- 22.89% |
$194K - $196K
|
13K
$677K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.9K- 7.84% |
$195K - $198K
|
45.8K
$2.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.9K- 9.7% |
$195K - $198K
|
36.3K
$1.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.01K- 5.87% |
$201K - $204K
|
64.4K
$3.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.08K- 15.49% |
$204K - $207K
|
22.3K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.14K- 17.98% |
$207K - $210K
|
18.9K
$980K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 41.11% |
$212K - $215K
|
6.06K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.35K- 2.81% |
$218K - $221K
|
150K
$7.8M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.37K- 25.42% |
$218K - $222K
|
12.8K
$665K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.37K- 25.42% |
$218K - $222K
|
12.8K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.38K- 1.19% |
$219K - $222K
|
364K
$18.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.47K- 12.41% |
$223K - $227K
|
31.5K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.66K- 4.32% |
$233K - $236K
|
103K
$5.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-4.69K- 4.41% |
$235K - $238K
|
102K
$5.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.72K- 22.22% |
$236K - $239K
|
16.5K
$857K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-4.83K- 3.84% |
$241K - $245K
|
121K
$6.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 2.12% |
$243K - $247K
|
224K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-4.92K- 8.54% |
$246K - $250K
|
52.7K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.96K- 3.9% |
$248K - $252K
|
122K
$6.34M
|