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 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.2K- 24.9% |
$510K - $517K
|
30.7K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 7.45% |
$513K - $520K
|
127K
$6.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-10.9K- 9.02% |
$544K - $552K
|
110K
$5.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11.5K- 23.65% |
$575K - $583K
|
37.1K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.6K- 50.71% |
$579K - $588K
|
11.3K
$584K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.6K- 18.29% |
$579K - $588K
|
51.7K
$2.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.6K- 58.06% |
$580K - $588K
|
8.38K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 1.74% |
$605K - $614K
|
683K
$35.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12.1K- 57.29% |
$607K - $616K
|
9.04K
$469K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.5K- 20.34% |
$626K - $636K
|
49K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.5K- 20.34% |
$626K - $636K
|
49K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-12.7K- 11.28% |
$634K - $643K
|
99.6K
$5.17M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-12.8K- 2.07% |
$639K - $648K
|
603K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.6K- 11.19% |
$680K - $690K
|
108K
$5.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13.7K- 61.14% |
$684K - $694K
|
8.69K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.9K- 55.18% |
$745K - $756K
|
12.1K
$628K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-15K- 11.83% |
$749K - $760K
|
112K
$5.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-15.3K- 38.1% |
$763K - $774K
|
24.8K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.3K- 40.09% |
$814K - $826K
|
24.3K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16.5K- 5.0% |
$825K - $838K
|
314K
$16.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 69.55% |
$826K - $838K
|
7.23K
$375K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.7K- 14.53% |
$883K - $896K
|
104K
$5.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-17.8K- 7.37% |
$892K - $905K
|
224K
$11.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.8K- 10.92% |
$893K - $906K
|
146K
$7.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-18.7K- 97.85% |
$934K - $947K
|
410
$21.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.7K- 24.15% |
$935K - $948K
|
58.7K
$3.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-19.1K- 1.31% |
$954K - $968K
|
1.43M
$74.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-19.2K- 9.93% |
$959K - $973K
|
174K
$9.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-19.8K- 34.57% |
$989K - $1M
|
37.4K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-21.7K- 28.3% |
$1.08M - $1.1M
|
54.9K
$2.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22.3K- 18.52% |
$1.11M - $1.13M
|
98K
$5.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 13.25% |
$1.12M - $1.14M
|
147K
$7.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-23.4K- 55.83% |
$1.17M - $1.19M
|
18.5K
$959K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-23.5K- 3.92% |
$1.18M - $1.19M
|
577K
$29.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-23.7K- 65.9% |
$1.19M - $1.2M
|
12.3K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-24.3K- 69.91% |
$1.21M - $1.23M
|
10.4K
$542K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-27.3K- 68.45% |
$1.37M - $1.39M
|
12.6K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.5K- 16.27% |
$1.37M - $1.39M
|
141K
$7.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-27.8K- 33.25% |
$1.39M - $1.41M
|
55.8K
$2.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27.9K- 66.6% |
$1.4M - $1.42M
|
14K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-28K- 7.29% |
$1.4M - $1.42M
|
356K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-29.5K- 7.41% |
$1.48M - $1.5M
|
369K
$19.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-30.2K- 16.07% |
$1.51M - $1.53M
|
158K
$8.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-30.9K- 17.07% |
$1.55M - $1.57M
|
150K
$7.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.9K- 5.12% |
$1.59M - $1.62M
|
590K
$30.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-36K- 37.93% |
$1.8M - $1.83M
|
58.9K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-36.6K- 9.43% |
$1.83M - $1.86M
|
351K
$18.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-36.8K- 16.8% |
$1.84M - $1.87M
|
182K
$9.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37K- 23.42% |
$1.85M - $1.88M
|
121K
$6.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-38.7K- 50.7% |
$1.94M - $1.96M
|
37.6K
$1.95M
|