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 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.05K+ 3.01% |
$52.7K - $53.5K
|
36.1K
$1.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
1.02K+ 5.24% |
$50.8K - $51.6K
|
20.4K
$1.06M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1K+ 14.2% |
$50K - $50.8K
|
8.04K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1K+ 3.65% |
$50K - $50.8K
|
28.4K
$1.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
940+ 0.23% |
$47K - $47.7K
|
401K
$20.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
934New |
$46.7K - $47.4K
|
934
$48.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
932+ 0.56% |
$46.6K - $47.3K
|
168K
$8.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
895+ 2.12% |
$44.8K - $45.4K
|
43.1K
$2.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
894+ 8.6% |
$44.7K - $45.4K
|
11.3K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
879+ 3.42% |
$44K - $44.6K
|
26.6K
$1.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
877New |
$43.9K - $44.5K
|
877
$45.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
866+ 2.88% |
$43.3K - $44K
|
30.9K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
844+ 3.99% |
$42.2K - $42.8K
|
22K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
817+ 2.04% |
$40.9K - $41.5K
|
40.9K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 10.22% |
$40.3K - $40.9K
|
8.7K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
778+ 2.4% |
$38.9K - $39.5K
|
33.1K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
776New |
$38.8K - $39.4K
|
776
$40.3K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
756+ 6.21% |
$37.8K - $38.4K
|
12.9K
$671K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
743+ 2.34% |
$37.2K - $37.7K
|
32.5K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
730+ 6.6% |
$36.5K - $37.1K
|
11.8K
$612K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
714+ 1.9% |
$35.7K - $36.2K
|
38.3K
$1.99M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
700+ 1.08% |
$35K - $35.5K
|
65.7K
$3.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650+ 12.48% |
$32.5K - $33K
|
5.86K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$30K - $30.5K
|
600
$31.1K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
588New |
$29.4K - $29.8K
|
588
$30.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
570+ 1.01% |
$28.5K - $28.9K
|
57.3K
$2.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
570New |
$28.5K - $28.9K
|
570
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
569New |
$28.5K - $28.9K
|
569
$29.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
569+ 290.31% |
$28.5K - $28.9K
|
765
$39.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
480+ 39.83% |
$24K - $24.4K
|
1.69K
$87.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
478+ 11.27% |
$23.9K - $24.3K
|
4.72K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
471+ 1.02% |
$23.6K - $23.9K
|
46.5K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
469+ 3.97% |
$23.5K - $23.8K
|
12.3K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
468+ 5.15% |
$23.4K - $23.8K
|
9.56K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
467+ 38.98% |
$23.4K - $23.7K
|
1.67K
$86.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
460+ 0.94% |
$23K - $23.3K
|
49.5K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
449+ 223.38% |
$22.5K - $22.8K
|
650
$33.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
423+ 6.93% |
$21.2K - $21.5K
|
6.53K
$339K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
422+ 7.59% |
$21.1K - $21.4K
|
5.98K
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
416+ 0.63% |
$20.8K - $21.1K
|
66.3K
$3.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
415+ 2.63% |
$20.8K - $21.1K
|
16.2K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
414+ 0.54% |
$20.7K - $21K
|
77.2K
$4.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
409+ 2.36% |
$20.5K - $20.8K
|
17.7K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
340+ 6.32% |
$17K - $17.3K
|
5.72K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
323+ 0.96% |
$16.2K - $16.4K
|
34K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
322+ 0.97% |
$16.1K - $16.3K
|
33.4K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
309+ 1.76% |
$15.5K - $15.7K
|
17.9K
$929K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
309+ 3.08% |
$15.5K - $15.7K
|
10.3K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15K - $15.2K
|
300
$15.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
300+ 20.16% |
$15K - $15.2K
|
1.79K
$92.8K
|