Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.21M+ 74.9% |
$264M - $267M
|
12.2M
$631M
|
|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.17M+ 3097.26% |
$59.5M - $60.2M
|
1.21M
$62.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
942K+ 587.52% |
$47.7M - $48.3M
|
1.1M
$57.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
795K+ 30.91% |
$40.3M - $40.8M
|
3.37M
$175M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
703K+ 199.43% |
$35.6M - $36.1M
|
1.06M
$54.7M
|
|
|
Aug 14, 2024
Q2 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
671KNew |
$34M - $34.4M
|
671K
$34.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
624K+ 10095.71% |
$31.6M - $32M
|
630K
$32.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
599K+ 19.26% |
$30.3M - $30.7M
|
3.71M
$192M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
589K+ 8440.18% |
$29.8M - $30.2M
|
596K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464K+ 198.05% |
$23.5M - $23.8M
|
699K
$36.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
459KNew |
$23.2M - $23.5M
|
459K
$23.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
412K+ 5.02% |
$20.9M - $21.2M
|
8.62M
$447M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
390K+ 12.83% |
$19.7M - $20M
|
3.43M
$178M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
385K+ 22.78% |
$19.5M - $19.7M
|
2.07M
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
380K+ 3.44% |
$19.3M - $19.5M
|
11.4M
$593M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
356K+ 13.24% |
$18M - $18.2M
|
3.04M
$158M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
347K+ 14.33% |
$17.6M - $17.8M
|
2.77M
$144M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
321KNew |
$16.3M - $16.5M
|
321K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
321KNew |
$16.3M - $16.5M
|
321K
$16.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
257K+ 75.74% |
$13M - $13.2M
|
596K
$30.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
251K+ 243.02% |
$12.7M - $12.9M
|
354K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
216K+ 48.28% |
$11M - $11.1M
|
664K
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
212KNew |
$10.7M - $10.9M
|
212K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
193K+ 467.27% |
$9.79M - $9.92M
|
235K
$12.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
180K+ 69.21% |
$9.12M - $9.24M
|
440K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
170K+ 24.54% |
$8.61M - $8.72M
|
863K
$44.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
163K+ 302.4% |
$8.25M - $8.36M
|
217K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
148K+ 80.89% |
$7.48M - $7.58M
|
331K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
147K+ 206.32% |
$7.46M - $7.56M
|
219K
$11.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
144K+ 28.43% |
$7.28M - $7.37M
|
649K
$33.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
137KNew |
$6.92M - $7.01M
|
137K
$7.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
132K+ 732.82% |
$6.66M - $6.75M
|
150K
$7.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
123K+ 0.93% |
$6.23M - $6.31M
|
13.3M
$689M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
118K+ 3.18% |
$5.95M - $6.03M
|
3.82M
$198M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115K+ 2082.81% |
$5.81M - $5.89M
|
120K
$6.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
112K+ 9.91% |
$5.68M - $5.75M
|
1.24M
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
106K+ 25.08% |
$5.35M - $5.42M
|
527K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
96.2KNew |
$4.87M - $4.94M
|
96.2K
$4.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
94.1K+ 11.29% |
$4.77M - $4.83M
|
928K
$48.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
92.8KNew |
$4.7M - $4.76M
|
92.8K
$4.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
90.9K+ 15.04% |
$4.6M - $4.66M
|
696K
$36M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90.8KNew |
$4.6M - $4.66M
|
90.8K
$4.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
89.7K+ 47.46% |
$4.54M - $4.6M
|
279K
$14.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.4K+ 15.32% |
$4.48M - $4.53M
|
665K
$34.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85.3KNew |
$4.32M - $4.38M
|
85.3K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84K+ 6.06% |
$4.25M - $4.31M
|
1.47M
$76.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$4.09M - $4.15M
|
80.8K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
79.9K+ 57.07% |
$4.05M - $4.1M
|
220K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
78.1K+ 204.31% |
$3.96M - $4.01M
|
116K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72.6K+ 3.46% |
$3.68M - $3.72M
|
2.17M
$113M
|