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
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-115- 0.21% |
$5.75K - $5.84K
|
54.2K
$2.81M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-128- 7.0% |
$6.4K - $6.5K
|
1.7K
$88.2K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-138- 2.7% |
$6.9K - $7K
|
4.98K
$258K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-145- 0.78% |
$7.25K - $7.36K
|
18.3K
$952K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-149- 1.3% |
$7.45K - $7.56K
|
11.3K
$589K
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-150- 1.99% |
$7.5K - $7.61K
|
7.39K
$384K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-156- 0.22% |
$7.8K - $7.92K
|
70.5K
$3.66M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-160- 2.47% |
$8K - $8.12K
|
6.31K
$327K
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-160- 0.03% |
$8K - $8.12K
|
611K
$31.7M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-164- 0.59% |
$8.2K - $8.32K
|
27.8K
$1.44M
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-170- 1.63% |
$8.5K - $8.63K
|
10.3K
$532K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-175- 3.19% |
$8.75K - $8.88K
|
5.31K
$275K
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-190- 1.63% |
$9.5K - $9.64K
|
11.5K
$596K
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-200- 1.13% |
$10K - $10.2K
|
17.5K
$907K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-200- 0.94% |
$10K - $10.2K
|
21K
$1.09M
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-202- 0.22% |
$10.1K - $10.3K
|
92.8K
$4.82M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-206- 1.04% |
$10.3K - $10.5K
|
19.6K
$1.01M
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-207- 3.78% |
$10.4K - $10.5K
|
5.27K
$274K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-213- 0.83% |
$10.7K - $10.8K
|
25.3K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-213- 15.97% |
$10.7K - $10.8K
|
1.12K
$58.2K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-242- 1.42% |
$12.1K - $12.3K
|
16.8K
$871K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-247- 0.2% |
$12.4K - $12.5K
|
122K
$6.32M
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-249- 3.04% |
$12.5K - $12.6K
|
7.95K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
SELL
|
- |
-250- 3.97% |
$12.5K - $12.7K
|
6.04K
$313K
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-251- 2.28% |
$12.6K - $12.7K
|
10.8K
$559K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-254- 4.57% |
$12.7K - $12.9K
|
5.31K
$275K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-260- 3.77% |
$13K - $13.2K
|
6.63K
$344K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-260- 0.41% |
$13K - $13.2K
|
63.4K
$3.29M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-261- 2.64% |
$13.1K - $13.2K
|
9.62K
$499K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-266- 0.99% |
$13.3K - $13.5K
|
26.6K
$1.38M
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-276- 3.11% |
$13.8K - $14K
|
8.59K
$445K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-303- 1.53% |
$15.2K - $15.4K
|
19.5K
$1.01M
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-313- 0.33% |
$15.7K - $15.9K
|
95.5K
$4.96M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-320- 5.02% |
$16K - $16.2K
|
6.05K
$314K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-322- 17.23% |
$16.1K - $16.3K
|
1.55K
$80.3K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-322- 6.2% |
$16.1K - $16.3K
|
4.87K
$253K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-331- 1.9% |
$16.6K - $16.8K
|
17.1K
$888K
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-344- 0.55% |
$17.2K - $17.5K
|
62.2K
$3.23M
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-373- 5.83% |
$18.7K - $18.9K
|
6.02K
$312K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-384- 4.47% |
$19.2K - $19.5K
|
8.21K
$426K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-384- 8.46% |
$19.2K - $19.5K
|
4.15K
$215K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.52% |
$20K - $20.3K
|
76.8K
$3.98M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$20K - $20.3K
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-400- 8.24% |
$20K - $20.3K
|
4.45K
$231K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 54.64% |
$20.6K - $20.9K
|
342
$17.7K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-416- 1.84% |
$20.8K - $21.1K
|
22.1K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-420- 0.11% |
$21K - $21.3K
|
375K
$19.5M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-437- 7.48% |
$21.9K - $22.2K
|
5.4K
$280K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-443- 4.06% |
$22.2K - $22.5K
|
10.5K
$544K
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-453- 4.76% |
$22.7K - $23K
|
9.06K
$470K
|