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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20K- 29.47% |
$1.01M - $1.03M
|
47.9K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20.5K- 23.38% |
$1.04M - $1.05M
|
67.1K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.1K- 35.94% |
$1.07M - $1.08M
|
37.7K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-21.2K- 32.44% |
$1.08M - $1.09M
|
44.2K
$2.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 9.33% |
$1.11M - $1.12M
|
212K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-22K- 11.4% |
$1.11M - $1.13M
|
171K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.1K- 7.62% |
$1.12M - $1.13M
|
268K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22.1K- 5.23% |
$1.12M - $1.14M
|
401K
$20.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-22.1K- 1.19% |
$1.12M - $1.14M
|
1.84M
$95.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-22.4K- 73.81% |
$1.13M - $1.15M
|
7.94K
$411K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-23.4K- 11.44% |
$1.19M - $1.2M
|
181K
$9.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 13.42% |
$1.24M - $1.26M
|
159K
$8.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-26.2K- 8.66% |
$1.32M - $1.34M
|
276K
$14.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.4K- 6.46% |
$1.34M - $1.36M
|
383K
$19.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.2K- 7.14% |
$1.38M - $1.4M
|
354K
$18.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-28.5K- 32.89% |
$1.44M - $1.46M
|
58.1K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28.6K- 14.9% |
$1.45M - $1.47M
|
163K
$8.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-29.3K- 19.29% |
$1.49M - $1.5M
|
123K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-32.3K- 29.37% |
$1.63M - $1.65M
|
77.6K
$4.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-33.4K- 75.22% |
$1.69M - $1.71M
|
11K
$570K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-35.7K- 77.89% |
$1.81M - $1.83M
|
10.1K
$525K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-36.7K- 32.7% |
$1.86M - $1.88M
|
75.5K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-37.1K- 36.23% |
$1.88M - $1.9M
|
65.3K
$3.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-37.8K- 52.84% |
$1.92M - $1.94M
|
33.8K
$1.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38.3K- 4.81% |
$1.94M - $1.96M
|
758K
$39.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-40.1K- 8.21% |
$2.03M - $2.06M
|
448K
$23.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-40.2K- 4.65% |
$2.03M - $2.06M
|
824K
$42.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41.4K- 11.3% |
$2.1M - $2.12M
|
325K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-47.2K- 54.52% |
$2.39M - $2.42M
|
39.3K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-49.5K- 10.34% |
$2.51M - $2.54M
|
429K
$22.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-50K- 0.72% |
$2.53M - $2.57M
|
6.87M
$356M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.4K- 3.87% |
$2.66M - $2.69M
|
1.3M
$67.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-52.9K- 4.13% |
$2.68M - $2.71M
|
1.23M
$63.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-53.5K- 18.91% |
$2.71M - $2.74M
|
229K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-54.7K- 24.33% |
$2.77M - $2.8M
|
170K
$8.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58.9K- 44.97% |
$2.98M - $3.02M
|
72.1K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-61.6K- 76.24% |
$3.12M - $3.16M
|
19.2K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-70.8K- 20.33% |
$3.59M - $3.63M
|
277K
$14.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-82.2K- 72.57% |
$4.16M - $4.22M
|
31.1K
$1.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82.4K- 32.87% |
$4.17M - $4.23M
|
168K
$8.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-95.6K- 88.56% |
$4.84M - $4.9M
|
12.4K
$640K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-101K- 20.95% |
$5.12M - $5.18M
|
381K
$19.8M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-101K- 20.98% |
$5.13M - $5.19M
|
381K
$19.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-101K- 51.32% |
$5.13M - $5.2M
|
96.2K
$4.98M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-102K- 13.6% |
$5.14M - $5.21M
|
645K
$33.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 1.22% |
$5.48M - $5.55M
|
8.74M
$453M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 1.22% |
$5.48M - $5.55M
|
8.74M
$453M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-114K- 27.84% |
$5.75M - $5.83M
|
294K
$15.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-139K- 99.93% |
$7.05M - $7.14M
|
93
$4.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-144K- 13.46% |
$7.29M - $7.39M
|
926K
$48M
|