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 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4.98K- 3.05% |
$249K - $253K
|
158K
$8.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.02K- 0.51% |
$251K - $255K
|
980K
$50.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.11K- 33.37% |
$256K - $260K
|
10.2K
$526K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-5.19K- 12.35% |
$260K - $263K
|
36.8K
$1.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.24K- 7.62% |
$262K - $266K
|
63.6K
$3.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.25K- 16.58% |
$263K - $267K
|
26.4K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.27K- 4.21% |
$264K - $267K
|
120K
$6.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 17.89% |
$278K - $282K
|
25.5K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.76K- 5.3% |
$288K - $292K
|
103K
$5.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.82K- 90.64% |
$291K - $296K
|
601
$31K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5.88K- 2.48% |
$294K - $298K
|
231K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5.9K- 2.2% |
$295K - $299K
|
262K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.01K- 9.12% |
$301K - $305K
|
59.9K
$3.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.02K- 2.19% |
$301K - $306K
|
269K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6.21K- 8.5% |
$311K - $315K
|
66.9K
$3.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.29K- 1.75% |
$315K - $319K
|
354K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-6.77K- 3.22% |
$339K - $344K
|
204K
$10.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.81K- 18.02% |
$341K - $346K
|
31K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.86K- 43.44% |
$343K - $348K
|
8.93K
$460K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.96K- 15.52% |
$348K - $353K
|
37.9K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-7.04K- 41.49% |
$352K - $357K
|
9.93K
$512K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-7.05K- 8.6% |
$353K - $358K
|
74.9K
$3.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-7.06K- 18.16% |
$353K - $358K
|
31.8K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-7.1K- 0.44% |
$355K - $360K
|
1.61M
$82.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.14K- 9.76% |
$357K - $362K
|
66K
$3.4M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.19K- 4.32% |
$360K - $365K
|
159K
$8.2M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 53.51% |
$361K - $366K
|
6.27K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.24K- 54.13% |
$362K - $368K
|
6.14K
$316K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.55K- 84.73% |
$378K - $383K
|
1.36K
$70.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.64K- 2.2% |
$382K - $388K
|
339K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.67K- 63.88% |
$384K - $389K
|
4.34K
$223K
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-7.73K- 2.7% |
$386K - $392K
|
278K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.05K- 15.8% |
$403K - $409K
|
42.9K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8.09K- 59.96% |
$405K - $411K
|
5.4K
$278K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.1K- 3.13% |
$405K - $411K
|
251K
$12.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-8.26K- 3.45% |
$413K - $419K
|
231K
$11.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-8.72K- 2.91% |
$436K - $442K
|
291K
$15M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-8.88K- 6.61% |
$444K - $451K
|
126K
$6.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.92K- 0.44% |
$446K - $453K
|
2.02M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.93K- 5.99% |
$447K - $453K
|
140K
$7.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.95K- 8.93% |
$448K - $454K
|
91.2K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.02K- 1.5% |
$451K - $458K
|
591K
$30.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-9.07K- 24.4% |
$454K - $460K
|
28.1K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.09K- 28.3% |
$455K - $462K
|
23K
$1.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.41K- 3.26% |
$471K - $478K
|
279K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.63K- 5.07% |
$482K - $489K
|
180K
$9.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.78K- 3.12% |
$489K - $497K
|
304K
$15.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.96K- 27.46% |
$498K - $506K
|
26.3K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-10K- 9.38% |
$500K - $508K
|
96.6K
$4.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-10.2K- 38.53% |
$509K - $516K
|
16.2K
$836K
|