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
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
20K+ 226.51% |
$1.01M - $1.02M
|
28.8K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.9K+ 174.92% |
$955K - $967K
|
29.6K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.8K+ 91.99% |
$950K - $962K
|
39.2K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
18.3K+ 2.22% |
$928K - $940K
|
843K
$43.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 12.43% |
$907K - $919K
|
162K
$8.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
17.9K+ 1.98% |
$907K - $919K
|
922K
$48M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.9K+ 71.03% |
$905K - $917K
|
43.1K
$2.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.8K+ 178.51% |
$899K - $911K
|
27.7K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.6K+ 185.2% |
$893K - $905K
|
27.2K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.55% |
$879K - $890K
|
247K
$12.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16.9KNew |
$853K - $865K
|
16.9K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.8K+ 2.25% |
$850K - $862K
|
765K
$39.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.5K+ 9.94% |
$835K - $846K
|
182K
$9.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 1.66% |
$825K - $836K
|
998K
$52M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.2KNew |
$820K - $830K
|
16.2K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.9K+ 5.55% |
$807K - $818K
|
303K
$15.8M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
15.7K+ 2.74% |
$798K - $808K
|
590K
$30.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.7K+ 4.52% |
$794K - $804K
|
362K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
15.5K+ 6.21% |
$783K - $793K
|
264K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
15.4K+ 6.31% |
$782K - $792K
|
260K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.3K+ 1.33% |
$775K - $785K
|
1.17M
$60.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.2K+ 3.36% |
$769K - $779K
|
467K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$763K - $773K
|
15.1K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15K+ 13.51% |
$758K - $768K
|
126K
$6.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.8K+ 7.84% |
$748K - $758K
|
203K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
14.8K+ 9.73% |
$747K - $757K
|
166K
$8.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 7.17% |
$721K - $730K
|
213K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.6KNew |
$688K - $697K
|
13.6K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
13.5K+ 109.3% |
$686K - $695K
|
25.9K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
13.2K+ 5.5% |
$667K - $676K
|
253K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
13K+ 23.48% |
$657K - $666K
|
68.3K
$3.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
12.3K+ 18.22% |
$624K - $632K
|
79.9K
$4.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
12.3K+ 3.15% |
$621K - $629K
|
401K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$618K - $626K
|
12.2K
$635K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
11.9K+ 40.72% |
$602K - $610K
|
41.1K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9K+ 47.44% |
$601K - $609K
|
36.9K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 17.21% |
$579K - $586K
|
77.8K
$4.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
11.4K+ 6.27% |
$577K - $585K
|
193K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
11.4K+ 3.24% |
$575K - $583K
|
362K
$18.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 2.09% |
$572K - $579K
|
551K
$28.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.9KNew |
$551K - $558K
|
10.9K
$566K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 22.35% |
$547K - $554K
|
59.1K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.6K+ 51.63% |
$539K - $546K
|
31.3K
$1.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10.3K+ 14.37% |
$523K - $530K
|
82.3K
$4.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
10.3K+ 5.27% |
$523K - $529K
|
206K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.8K+ 4.84% |
$496K - $503K
|
212K
$11M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.77KNew |
$494K - $501K
|
9.77K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.77K+ 121.08% |
$494K - $501K
|
17.8K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.75K+ 2.18% |
$494K - $500K
|
456K
$23.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
9.61KNew |
$487K - $493K
|
9.61K
$500K
|