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 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
54.3K+ 37.42% |
$2.71M - $2.75M
|
199K
$10.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
53.6KNew |
$2.68M - $2.72M
|
53.6K
$2.76M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
50.2K+ 37.37% |
$2.51M - $2.55M
|
184K
$9.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.1K+ 49.36% |
$2.25M - $2.29M
|
136K
$7.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
43.3K+ 25.97% |
$2.17M - $2.2M
|
210K
$10.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
42.4K+ 3.03% |
$2.12M - $2.15M
|
1.44M
$74.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
39.2K+ 4.17% |
$1.96M - $1.99M
|
978K
$50.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
37.7K+ 8.16% |
$1.89M - $1.91M
|
500K
$25.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
36.7K+ 2.2% |
$1.84M - $1.86M
|
1.71M
$87.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
36K+ 21.01% |
$1.8M - $1.83M
|
207K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
35.8K+ 60.11% |
$1.79M - $1.82M
|
95.3K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.3K+ 9.05% |
$1.76M - $1.79M
|
425K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
34.5K+ 2.93% |
$1.73M - $1.75M
|
1.21M
$62.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
34.4K+ 7.91% |
$1.72M - $1.75M
|
469K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3K+ 54.43% |
$1.72M - $1.74M
|
97.4K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
34.1K+ 7.15% |
$1.7M - $1.73M
|
511K
$26.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 3.3% |
$1.7M - $1.73M
|
1.06M
$54.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
33.4KNew |
$1.67M - $1.69M
|
33.4K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
31.3K+ 14.28% |
$1.57M - $1.59M
|
250K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 189.46% |
$1.48M - $1.51M
|
45.3K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29.6K+ 9.09% |
$1.48M - $1.5M
|
355K
$18.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
28.6K+ 7.02% |
$1.43M - $1.45M
|
437K
$22.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
27KNew |
$1.35M - $1.37M
|
27K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
26.8K+ 35.03% |
$1.34M - $1.36M
|
103K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
26.4K+ 3.77% |
$1.32M - $1.34M
|
727K
$37.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24K+ 6.95% |
$1.2M - $1.22M
|
370K
$19.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23.7K+ 16.88% |
$1.18M - $1.2M
|
164K
$8.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.3K+ 8.71% |
$1.11M - $1.13M
|
278K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.6K+ 8.87% |
$1.08M - $1.09M
|
265K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.5K+ 18.06% |
$1.08M - $1.09M
|
141K
$7.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.1K+ 7.89% |
$1.06M - $1.07M
|
288K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
20.9KNew |
$1.05M - $1.06M
|
20.9K
$1.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
20.9K+ 9.91% |
$1.05M - $1.06M
|
232K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
20.4KNew |
$1.02M - $1.03M
|
20.4K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.4K+ 9.01% |
$1.02M - $1.03M
|
246K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20K+ 63.16% |
$1M - $1.02M
|
51.7K
$2.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19.8K+ 34.82% |
$991K - $1.01M
|
76.7K
$3.95M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.7K+ 188.76% |
$987K - $1M
|
30.2K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$967K - $981K
|
19.3K
$996K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.2KNew |
$960K - $975K
|
19.2K
$990K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
18.6K+ 7.53% |
$930K - $944K
|
266K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.4K+ 27.95% |
$920K - $934K
|
84.2K
$4.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18.3K+ 3.93% |
$917K - $931K
|
485K
$25M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 26.56% |
$913K - $926K
|
87K
$4.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
17.6K+ 68.24% |
$878K - $891K
|
43.3K
$2.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.3KNew |
$867K - $880K
|
17.3K
$894K
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
17.1KNew |
$857K - $870K
|
17.1K
$883K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17K+ 3.13% |
$849K - $861K
|
559K
$28.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
16.9K+ 14.35% |
$847K - $860K
|
135K
$6.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.6K+ 3.7% |
$828K - $840K
|
465K
$23.9M
|