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 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.39K- 8.58% |
$273K - $277K
|
57.5K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-5.5K- 2.23% |
$279K - $282K
|
242K
$12.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-5.6K- 5.63% |
$284K - $287K
|
93.9K
$4.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-5.88K- 33.18% |
$298K - $302K
|
11.8K
$614K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.05K- 1.11% |
$306K - $310K
|
537K
$27.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.07K- 7.91% |
$307K - $311K
|
70.7K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.08K- 19.88% |
$308K - $312K
|
24.5K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 44.22% |
$314K - $318K
|
7.82K
$405K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.21K- 34.78% |
$314K - $318K
|
11.6K
$603K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.26K- 3.2% |
$317K - $321K
|
189K
$9.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-6.57K- 18.57% |
$333K - $337K
|
28.8K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.76K- 35.74% |
$342K - $347K
|
12.2K
$630K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.83K- 3.43% |
$346K - $350K
|
192K
$9.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.04K- 9.81% |
$357K - $361K
|
64.7K
$3.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-7.28K- 13.82% |
$369K - $374K
|
45.4K
$2.35M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.87K- 7.24% |
$399K - $404K
|
101K
$5.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.59K- 34.1% |
$435K - $441K
|
16.6K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.7K- 1.58% |
$441K - $446K
|
542K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.87K- 28.42% |
$449K - $455K
|
22.3K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-9.23K- 5.45% |
$467K - $473K
|
160K
$8.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-9.23K- 6.88% |
$468K - $474K
|
125K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-9.58K- 40.02% |
$485K - $491K
|
14.4K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.95K- 66.36% |
$504K - $511K
|
5.05K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10K- 26.71% |
$508K - $515K
|
27.5K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-10.1K- 3.8% |
$513K - $520K
|
257K
$13.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 3.1% |
$533K - $540K
|
329K
$17.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.9K- 59.7% |
$550K - $557K
|
7.33K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 13.27% |
$552K - $559K
|
71.3K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-10.9K- 7.05% |
$553K - $560K
|
144K
$7.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.1K- 4.47% |
$562K - $569K
|
237K
$12.3M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.2K- 6.6% |
$565K - $572K
|
158K
$8.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-11.2K- 6.86% |
$567K - $575K
|
152K
$7.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-12K- 37.83% |
$608K - $616K
|
19.7K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-12.2K- 32.64% |
$618K - $626K
|
25.2K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-12.2K- 1.48% |
$618K - $626K
|
811K
$42M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-12.4K- 5.64% |
$626K - $634K
|
207K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-13K- 62.1% |
$658K - $666K
|
7.93K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-13.1K- 8.18% |
$664K - $673K
|
147K
$7.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.1K- 1.9% |
$664K - $673K
|
678K
$35.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13.2K- 4.59% |
$666K - $675K
|
273K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.4K- 4.6% |
$679K - $688K
|
278K
$14.4M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-13.8K- 60.75% |
$698K - $707K
|
8.91K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.4K- 38.02% |
$727K - $737K
|
23.4K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-14.5K- 9.21% |
$737K - $746K
|
143K
$7.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-14.8K- 7.21% |
$751K - $760K
|
191K
$9.89M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15K- 48.45% |
$761K - $770K
|
16K
$828K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-16.5K- 49.82% |
$838K - $849K
|
16.7K
$863K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-16.8K- 10.98% |
$848K - $859K
|
136K
$7.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18K- 8.52% |
$914K - $926K
|
194K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18.2K- 20.49% |
$920K - $932K
|
70.5K
$3.65M
|