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
|
Td Asset Management Inc
|
SELL
|
- |
-41K- 27.18% |
$2.05M - $2.08M
|
110K
$5.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.1K- 12.7% |
$2.15M - $2.19M
|
296K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-44K- 26.95% |
$2.2M - $2.24M
|
119K
$6.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.1K- 44.71% |
$2.21M - $2.24M
|
54.6K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-44.7K- 52.27% |
$2.24M - $2.27M
|
40.8K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-46.2K- 16.76% |
$2.31M - $2.34M
|
229K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-47.6K- 68.61% |
$2.38M - $2.41M
|
21.8K
$1.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-48.2K- 78.25% |
$2.41M - $2.45M
|
13.4K
$691K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-48.7K- 12.03% |
$2.44M - $2.47M
|
356K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49.9K- 1.27% |
$2.5M - $2.54M
|
3.89M
$201M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-50.3K- 6.72% |
$2.52M - $2.55M
|
698K
$36M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-51.3K- 90.6% |
$2.56M - $2.6M
|
5.32K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-53.3K- 17.35% |
$2.66M - $2.7M
|
254K
$13.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.6K- 20.52% |
$2.93M - $2.97M
|
227K
$11.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-59.1K- 37.4% |
$2.96M - $3M
|
99K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-64.6K- 79.51% |
$3.23M - $3.28M
|
16.6K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-66.5K- 86.71% |
$3.32M - $3.37M
|
10.2K
$525K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.1K- 2.0% |
$3.46M - $3.51M
|
3.39M
$175M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-70.9K- 14.15% |
$3.55M - $3.6M
|
430K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-75.9K- 4.47% |
$3.79M - $3.85M
|
1.62M
$83.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-76.6K- 15.77% |
$3.83M - $3.89M
|
409K
$21.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-82.1K- 87.1% |
$4.11M - $4.17M
|
12.2K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-82.6K- 17.48% |
$4.13M - $4.19M
|
390K
$20.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-85.2K- 27.57% |
$4.26M - $4.32M
|
224K
$11.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-95.1K- 9.35% |
$4.76M - $4.83M
|
923K
$47.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-98.3K- 6.84% |
$4.92M - $4.99M
|
1.34M
$69.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-98.4K- 17.6% |
$4.92M - $4.99M
|
460K
$23.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-107K- 2.1% |
$5.34M - $5.42M
|
4.97M
$256M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-112K- 84.98% |
$5.6M - $5.68M
|
19.8K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-114K- 1.84% |
$5.69M - $5.77M
|
6.08M
$313M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-118K- 2.77% |
$5.9M - $5.98M
|
4.14M
$213M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-122K- 47.67% |
$6.11M - $6.2M
|
134K
$6.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-149K- 66.09% |
$7.47M - $7.59M
|
76.7K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-165K- 15.8% |
$8.28M - $8.4M
|
882K
$45.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-170K- 87.67% |
$8.5M - $8.62M
|
23.9K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-178K- 97.0% |
$8.92M - $9.05M
|
5.51K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-179K- 25.15% |
$8.98M - $9.11M
|
534K
$27.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-184K- 23.74% |
$9.21M - $9.34M
|
591K
$30.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-200K- 8.21% |
$10M - $10.1M
|
2.23M
$115M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-208K- 75.28% |
$10.4M - $10.6M
|
68.3K
$3.52M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-333K- 87.42% |
$16.7M - $16.9M
|
48K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-351K- 36.09% |
$17.6M - $17.8M
|
622K
$32.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-364K- 32.33% |
$18.2M - $18.5M
|
761K
$39.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-394K- 24.84% |
$19.7M - $20M
|
1.19M
$61.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-439K- 5.39% |
$22M - $22.3M
|
7.7M
$397M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-529K- 43.08% |
$26.5M - $26.9M
|
699K
$36M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-752K- 97.42% |
$37.6M - $38.2M
|
19.9K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-833K- 99.25% |
$41.7M - $42.3M
|
6.31K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.24M- 12.47% |
$62.1M - $63M
|
8.71M
$449M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.24M- 12.47% |
$62.1M - $63M
|
8.71M
$449M
|