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
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.2K+ 15.7% |
$809K - $821K
|
119K
$6.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15.5KNew |
$777K - $789K
|
15.5K
$806K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.2K+ 16.37% |
$762K - $773K
|
108K
$5.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15K+ 153.19% |
$750K - $762K
|
24.8K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
14.9K+ 6.18% |
$743K - $754K
|
255K
$13.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.8K+ 183.79% |
$742K - $753K
|
22.9K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
14.1KNew |
$703K - $713K
|
14.1K
$729K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
14K+ 9.44% |
$702K - $713K
|
163K
$8.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14K+ 17.57% |
$701K - $712K
|
93.8K
$4.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
13.8KNew |
$693K - $703K
|
13.8K
$719K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
13.7K+ 4.5% |
$683K - $693K
|
317K
$16.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
13.5K+ 10.64% |
$674K - $684K
|
140K
$7.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13.1K+ 11.34% |
$657K - $666K
|
129K
$6.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.1K+ 10.53% |
$653K - $663K
|
137K
$7.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13KNew |
$649K - $659K
|
13K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 90.94% |
$643K - $652K
|
27K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
12.2K+ 69.78% |
$609K - $618K
|
29.6K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
11.6KNew |
$579K - $587K
|
11.6K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
11.4KNew |
$570K - $579K
|
11.4K
$592K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.1KNew |
$553K - $561K
|
11.1K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
11K+ 5.27% |
$549K - $557K
|
219K
$11.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 2.6% |
$525K - $533K
|
415K
$21.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2K+ 38.53% |
$508K - $515K
|
36.5K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$504K - $511K
|
10.1K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
10KNew |
$502K - $509K
|
10K
$520K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.57K+ 1.29% |
$479K - $486K
|
754K
$39.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
9.57K+ 2.09% |
$479K - $486K
|
467K
$24.2M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9.35K+ 2.97% |
$468K - $475K
|
324K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.2KNew |
$460K - $467K
|
9.2K
$477K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.88K+ 7.4% |
$444K - $450K
|
129K
$6.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.79K+ 7.08% |
$440K - $446K
|
133K
$6.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.79K+ 5.93% |
$440K - $446K
|
157K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.79KNew |
$440K - $446K
|
8.79K
$456K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.71K+ 2.3% |
$436K - $442K
|
388K
$20.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.71K+ 2.3% |
$436K - $442K
|
388K
$20.1M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.19K+ 5.85% |
$410K - $416K
|
148K
$7.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.19K+ 2.86% |
$410K - $416K
|
294K
$15.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.17K+ 151.12% |
$408K - $414K
|
13.6K
$704K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.05K+ 28.38% |
$403K - $409K
|
36.4K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.87K+ 2.16% |
$394K - $400K
|
373K
$19.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.86KNew |
$393K - $399K
|
7.86K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.68K+ 13.71% |
$384K - $390K
|
63.7K
$3.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
7.53K+ 188.16% |
$377K - $382K
|
11.5K
$599K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
7.35KNew |
$368K - $373K
|
7.35K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.15K+ 4.08% |
$357K - $363K
|
182K
$9.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.01K+ 1.11% |
$351K - $356K
|
637K
$33.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
6.75K+ 2.77% |
$337K - $342K
|
250K
$13M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
6.68K+ 12.61% |
$334K - $339K
|
59.7K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.6K+ 21.53% |
$330K - $335K
|
37.2K
$1.93M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.53KNew |
$327K - $332K
|
6.53K
$339K
|