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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6.52KNew |
$326K - $331K
|
6.52K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
6.34K+ 1.27% |
$317K - $322K
|
505K
$26M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6.1K+ 6.2% |
$305K - $309K
|
105K
$5.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.97K+ 12.64% |
$299K - $303K
|
53.2K
$2.74M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.95K+ 193.18% |
$298K - $302K
|
9.03K
$466K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.79K+ 5.04% |
$289K - $294K
|
121K
$6.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
5.6KNew |
$280K - $284K
|
5.6K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
5.59K+ 7.92% |
$280K - $284K
|
76.2K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.42K+ 3.44% |
$271K - $275K
|
163K
$8.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.39K+ 9.49% |
$270K - $274K
|
62.2K
$3.21M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.35KNew |
$267K - $271K
|
5.35K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 14.84% |
$267K - $271K
|
41.2K
$2.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$261K - $264K
|
5.21K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.14K+ 5.31% |
$257K - $261K
|
102K
$5.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.08K+ 1.81% |
$254K - $258K
|
286K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.05K+ 1.61% |
$252K - $256K
|
319K
$16.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.04K+ 73.86% |
$252K - $256K
|
11.9K
$612K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.98KNew |
$249K - $253K
|
4.98K
$257K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
4.81K+ 3.7% |
$241K - $244K
|
135K
$6.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
4.77K+ 2.39% |
$239K - $242K
|
205K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.75K+ 1.95% |
$238K - $241K
|
249K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.74K+ 23.15% |
$237K - $240K
|
25.2K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
4.57KNew |
$229K - $232K
|
4.57K
$236K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.49K+ 8.86% |
$225K - $228K
|
55.2K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.37K+ 1.52% |
$218K - $222K
|
292K
$15M
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.35K+ 5.26% |
$218K - $221K
|
87.2K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.34K+ 83.23% |
$217K - $220K
|
9.55K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$213K - $216K
|
4.26K
$220K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.22K+ 81.65% |
$211K - $214K
|
9.4K
$484K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.2K+ 2255.91% |
$210K - $213K
|
4.38K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.19K+ 49.39% |
$210K - $213K
|
12.7K
$654K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.15KNew |
$208K - $211K
|
4.15K
$214K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.14KNew |
$207K - $210K
|
4.14K
$213K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.09K+ 1.28% |
$204K - $207K
|
323K
$16.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$204K - $207K
|
4.09K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.98K+ 6.14% |
$199K - $202K
|
68.8K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.92K+ 11.94% |
$196K - $199K
|
36.7K
$1.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.87K+ 1.57% |
$194K - $196K
|
251K
$12.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.71K+ 7.91% |
$186K - $188K
|
50.6K
$2.61M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.67K+ 29.73% |
$184K - $186K
|
16K
$826K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.62K+ 1.12% |
$181K - $183K
|
327K
$16.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.56K+ 42.53% |
$178K - $181K
|
11.9K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.56K+ 53.29% |
$178K - $181K
|
10.2K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.56K+ 28.57% |
$178K - $181K
|
16K
$826K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
3.5K+ 51.75% |
$175K - $178K
|
10.3K
$529K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.39K+ 60.45% |
$170K - $172K
|
9.01K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 10.57% |
$170K - $172K
|
35.5K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.32K+ 7.09% |
$166K - $169K
|
50.2K
$2.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.22K+ 1.09% |
$161K - $163K
|
297K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 17.65% |
$156K - $159K
|
20.8K
$1.07M
|