Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 14, 2023 Q2 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
280
+ 1.21%
$14K - $14.2K
23.4K $1.21M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
269
+ 5.08%
$13.5K - $13.7K
5.57K $289K
Aug 02, 2023 Q2 2023
Ddd Partners, LLC

BUY
 -
269
+ 0.41%
$13.5K - $13.7K
66.5K $3.45M
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
267
+ 0.73%
$13.4K - $13.6K
36.7K $1.9M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
244
+ 2.53%
$12.2K - $12.4K
9.9K $514K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
242
+ 34.04%
$12.1K - $12.3K
953 $49.5K
Jul 13, 2023 Q2 2023
American Financial Advisors, LLC

BUY
 -
208
+ 1.67%
$10.4K - $10.6K
12.6K $655K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
198
+ 3.99%
$9.9K - $10.1K
5.16K $268K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
181
New
$9.05K - $9.19K
181 $9.39K
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

BUY
 -
175
+ 3.05%
$8.75K - $8.88K
5.92K $307K
Jul 27, 2023 Q2 2023
Sage Financial Group Inc

BUY
 -
166
+ 0.17%
$8.3K - $8.43K
100K $5.19M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
161
+ 2.42%
$8.05K - $8.17K
6.81K $353K
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
160
+ 0.43%
$8K - $8.12K
37.7K $1.96M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
159
New
$7.95K - $8.07K
159 $8.25K
Jul 28, 2023 Q2 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
153
+ 3.31%
$7.65K - $7.77K
4.78K $248K
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
150
+ 2.65%
$7.5K - $7.61K
5.8K $301K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
132
+ 0.4%
$6.6K - $6.7K
33.3K $1.73M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
125
New
$6.25K - $6.35K
125 $6.49K
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
122
+ 0.79%
$6.1K - $6.19K
15.5K $805K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
121
New
$6.05K - $6.14K
121 $6.28K
Aug 09, 2023 Q2 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
120
+ 0.56%
$6K - $6.09K
21.7K $1.13M
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
114
+ 0.84%
$5.7K - $5.79K
13.6K $707K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
102
+ 2.87%
$5.1K - $5.18K
3.66K $190K
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

BUY
 -
99
+ 2.44%
$4.95K - $5.03K
4.15K $215K
Aug 11, 2023 Q2 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
91
+ 1.85%
$4.55K - $4.62K
5K $259K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
90
New
$4.5K - $4.57K
90 $4.67K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
89
+ 80.18%
$4.45K - $4.52K
200 $10.4K
Aug 07, 2023 Q2 2023
Woodward Diversified Capital, LLC

BUY
 -
86
+ 1.9%
$4.3K - $4.37K
4.6K $239K
Aug 09, 2023 Q2 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
78
+ 1.17%
$3.9K - $3.96K
6.73K $349K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
69
+ 1.01%
$3.45K - $3.5K
6.88K $357K
Aug 01, 2023 Q2 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
64
+ 0.76%
$3.2K - $3.25K
8.51K $441K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
57
+ 18.27%
$2.85K - $2.89K
369 $19.1K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
50
+ 4.01%
$2.5K - $2.54K
1.3K $67.4K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
40
+ 0.06%
$2K - $2.03K
64.5K $3.35M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
40
+ 0.06%
$2K - $2.03K
64.5K $3.35M
Jul 31, 2023 Q2 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
39
New
$1.95K - $1.98K
39 $2.02K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
38
+ 0.78%
$1.9K - $1.93K
4.89K $254K
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
37
+ 0.74%
$1.85K - $1.88K
5.06K $262K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
36
+ 0.82%
$1.8K - $1.83K
4.41K $229K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
31
+ 0.78%
$1.55K - $1.57K
4.02K $209K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
30
New
$1.5K - $1.52K
30 $1.56K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
29
+ 0.6%
$1.45K - $1.47K
4.87K $253K
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
29
+ 0.16%
$1.45K - $1.47K
17.9K $931K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
27
+ 10.67%
$1.35K - $1.37K
280 $14.5K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
27
+ 0.63%
$1.35K - $1.37K
4.34K $225K
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
27
+ 0.79%
$1.35K - $1.37K
3.43K $178K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
23
+ 0.26%
$1.15K - $1.17K
8.98K $466K
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
18
+ 0.1%
$900 - $914
17.6K $913K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
17
+ 0.06%
$850 - $863
29.3K $1.52M

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