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 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.11K+ 74.96% |
$155K - $158K
|
7.25K
$374K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.07K+ 2.49% |
$154K - $156K
|
127K
$6.53M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98K+ 9.94% |
$149K - $151K
|
32.9K
$1.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.93K+ 4.29% |
$146K - $149K
|
71.2K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.9K+ 8.5% |
$145K - $147K
|
37K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.88K+ 26.94% |
$144K - $146K
|
13.6K
$698K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.68K+ 0.28% |
$134K - $136K
|
967K
$49.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.64K+ 5.14% |
$132K - $134K
|
54K
$2.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.63K+ 9.11% |
$131K - $133K
|
31.5K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 0.51% |
$130K - $132K
|
514K
$26.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.58K+ 24.03% |
$129K - $131K
|
13.3K
$686K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.57K+ 37.08% |
$128K - $130K
|
9.49K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.55K+ 1.92% |
$128K - $129K
|
135K
$6.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.48K+ 7.42% |
$124K - $126K
|
35.9K
$1.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.35K+ 0.5% |
$117K - $119K
|
470K
$24.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 10.63% |
$114K - $115K
|
23.7K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.25K+ 2.83% |
$112K - $114K
|
81.7K
$4.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.23K+ 21.19% |
$112K - $113K
|
12.8K
$657K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2K+ 1.3% |
$110K - $111K
|
171K
$8.83M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.02K+ 1.89% |
$101K - $102K
|
109K
$5.6M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2K+ 10.71% |
$100K - $102K
|
20.7K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.91K+ 23.84% |
$95.4K - $96.9K
|
9.91K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.88K+ 25.41% |
$94K - $95.4K
|
9.28K
$478K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.85K+ 21.6% |
$92.5K - $93.9K
|
10.4K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 0.49% |
$92.3K - $93.7K
|
381K
$19.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.82KNew |
$91K - $92.3K
|
1.82K
$93.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$88.8K - $90.1K
|
1.78K
$91.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.74K+ 27.7% |
$86.8K - $88.1K
|
8K
$412K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.73K+ 0.76% |
$86.5K - $87.8K
|
230K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.71K+ 0.58% |
$85.5K - $86.7K
|
295K
$15.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 12.67% |
$83.5K - $84.8K
|
14.8K
$765K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.64K+ 9.5% |
$81.8K - $83K
|
18.8K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.59KNew |
$79.7K - $80.9K
|
1.59K
$82.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 4.72% |
$79.4K - $80.6K
|
35.2K
$1.81M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.53K+ 2.84% |
$76.3K - $77.4K
|
55.2K
$2.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 445.54% |
$74.9K - $76K
|
1.83K
$94.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.46K+ 8.95% |
$72.9K - $74K
|
17.7K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.45K+ 1.16% |
$72.5K - $73.6K
|
126K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.36KNew |
$68K - $69K
|
1.36K
$70.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 5.34% |
$66.6K - $67.6K
|
26.2K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.3K+ 4.5% |
$64.8K - $65.8K
|
30.1K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.27K+ 17.98% |
$63.7K - $64.6K
|
8.35K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27KNew |
$63.6K - $64.6K
|
1.27K
$65.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
1.15K+ 17.03% |
$57.5K - $58.3K
|
7.9K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 9.78% |
$57.4K - $58.3K
|
12.9K
$664K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.12K+ 1.16% |
$56K - $56.8K
|
97.5K
$5.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.12K+ 8.31% |
$55.8K - $56.6K
|
14.5K
$749K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.09K+ 2.53% |
$54.7K - $55.5K
|
44.3K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 0.14% |
$53.1K - $53.9K
|
748K
$38.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.62% |
$53K - $53.8K
|
19.9K
$1.03M
|