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 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-556- 1.8% |
$28.2K - $28.5K
|
30.3K
$1.57M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-565- 10.33% |
$28.6K - $29K
|
4.9K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-577- 1.86% |
$29.2K - $29.6K
|
30.4K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-585- 4.12% |
$29.6K - $30K
|
13.6K
$705K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-592- 6.59% |
$30K - $30.4K
|
8.4K
$435K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-612- 6.95% |
$31K - $31.4K
|
8.19K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-636- 0.49% |
$32.2K - $32.6K
|
128K
$6.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-641- 57.03% |
$32.5K - $32.9K
|
483
$25K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-645- 5.75% |
$32.7K - $33.1K
|
10.6K
$547K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-646- 5.02% |
$32.7K - $33.1K
|
12.2K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-648- 8.06% |
$32.8K - $33.2K
|
7.39K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-650- 3.6% |
$32.9K - $33.3K
|
17.4K
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-657- 6.84% |
$33.3K - $33.7K
|
8.95K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-667- 3.15% |
$33.8K - $34.2K
|
20.5K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-670- 7.66% |
$33.9K - $34.4K
|
8.08K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-682- 2.49% |
$34.5K - $35K
|
26.7K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-688- 0.49% |
$34.8K - $35.3K
|
140K
$7.23M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-700- 2.31% |
$35.4K - $35.9K
|
29.6K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-704- 0.63% |
$35.7K - $36.1K
|
111K
$5.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-725- 61.7% |
$36.7K - $37.2K
|
450
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-740- 2.33% |
$37.5K - $38K
|
31K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-740- 6.23% |
$37.5K - $38K
|
11.1K
$577K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-750- 3.71% |
$38K - $38.5K
|
19.5K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-759- 1.39% |
$38.4K - $38.9K
|
53.9K
$2.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-785- 38.67% |
$39.8K - $40.3K
|
1.25K
$64.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-826- 1.0% |
$41.8K - $42.4K
|
81.7K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-829- 5.89% |
$42K - $42.5K
|
13.2K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-830- 13.39% |
$42K - $42.6K
|
5.37K
$278K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-832- 3.25% |
$42.1K - $42.7K
|
24.7K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-851- 0.16% |
$43.1K - $43.7K
|
524K
$27.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-873- 2.66% |
$44.2K - $44.8K
|
31.9K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-875- 0.79% |
$44.3K - $44.9K
|
110K
$5.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-888- 9.48% |
$45K - $45.6K
|
8.48K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-896- 4.34% |
$45.4K - $46K
|
19.8K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-900- 7.52% |
$45.6K - $46.2K
|
11.1K
$574K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-913- 1.99% |
$46.2K - $46.8K
|
44.9K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-928- 6.46% |
$47K - $47.6K
|
13.4K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-935- 1.16% |
$47.3K - $48K
|
79.8K
$4.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-950- 9.34% |
$48.1K - $48.7K
|
9.22K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 5.51% |
$50.6K - $51.3K
|
17.2K
$889K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1K- 3.51% |
$50.8K - $51.5K
|
27.6K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.04K- 1.06% |
$52.5K - $53.1K
|
97.1K
$5.03M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.05K- 24.66% |
$53K - $53.7K
|
3.2K
$166K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.07K- 1.94% |
$54.4K - $55.1K
|
54.2K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.07K- 12.36% |
$54.4K - $55.1K
|
7.61K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.1K- 21.24% |
$55.5K - $56.2K
|
4.06K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.1K- 8.46% |
$55.9K - $56.6K
|
11.9K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.12K- 11.99% |
$56.9K - $57.7K
|
8.25K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 7.32% |
$57.7K - $58.5K
|
14.4K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.14K- 0.88% |
$57.7K - $58.5K
|
128K
$6.66M
|