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 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.53K+ 9.58% |
$483K - $489K
|
109K
$5.65M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9.47KNew |
$480K - $486K
|
9.47K
$491K
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
9.4K+ 13.37% |
$476K - $482K
|
79.7K
$4.13M
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.39K+ 2.69% |
$476K - $482K
|
359K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.25K+ 0.04% |
$469K - $475K
|
20.7M
$1.07B
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
9.19K+ 1.76% |
$465K - $471K
|
532K
$27.6M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.07K+ 17.89% |
$459K - $465K
|
59.8K
$3.1M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
8.71K+ 6.34% |
$441K - $447K
|
146K
$7.57M
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
8.66K+ 3.67% |
$438K - $444K
|
244K
$12.7M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.12KNew |
$411K - $417K
|
8.12K
$421K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
8.02K+ 5.58% |
$406K - $411K
|
152K
$7.86M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.99KNew |
$405K - $410K
|
7.99K
$414K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
7.77K+ 15.15% |
$394K - $399K
|
59.1K
$3.06M
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.75K+ 15.97% |
$392K - $397K
|
56.3K
$2.92M
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.64K+ 2.07% |
$387K - $392K
|
376K
$19.5M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
7.51K+ 61.36% |
$380K - $385K
|
19.8K
$1.02M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.32K+ 38.91% |
$371K - $376K
|
26.1K
$1.35M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.23K+ 6.14% |
$366K - $371K
|
125K
$6.47M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.21K+ 2.48% |
$365K - $370K
|
298K
$15.4M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.19KNew |
$364K - $369K
|
7.19K
$373K
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$355K - $360K
|
7.01K
$363K
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
7K+ 138.89% |
$354K - $359K
|
12K
$624K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.99K+ 170.79% |
$354K - $358K
|
11.1K
$574K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.69K+ 20.57% |
$339K - $343K
|
39.2K
$2.03M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.6K+ 8.31% |
$334K - $339K
|
86K
$4.46M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
6.57K+ 1.37% |
$332K - $337K
|
486K
$25.2M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.27K+ 43.84% |
$318K - $322K
|
20.6K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.09K+ 17.84% |
$308K - $312K
|
40.2K
$2.08M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.97K+ 8.55% |
$302K - $306K
|
75.8K
$3.93M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.81K+ 3.03% |
$294K - $298K
|
197K
$10.2M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.8KNew |
$294K - $297K
|
5.8K
$301K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.75K+ 27.08% |
$291K - $295K
|
27K
$1.4M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
5.75K+ 75.96% |
$291K - $295K
|
13.3K
$690K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.6KNew |
$284K - $287K
|
5.6K
$290K
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.36K+ 7.94% |
$271K - $275K
|
72.8K
$3.77M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.31K+ 3.15% |
$269K - $272K
|
174K
$9M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.24K+ 2.34% |
$266K - $269K
|
229K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.04KNew |
$255K - $259K
|
5.04K
$261K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.98KNew |
$252K - $256K
|
4.98K
$258K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.87KNew |
$246K - $250K
|
4.87K
$252K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$237K - $240K
|
4.67K
$242K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.55K+ 3.64% |
$230K - $233K
|
130K
$6.72M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.5KNew |
$228K - $231K
|
4.5K
$233K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.49KNew |
$227K - $230K
|
4.49K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.47K+ 31.17% |
$226K - $229K
|
18.8K
$975K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.45K+ 65.15% |
$225K - $228K
|
11.3K
$585K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.4K+ 22.92% |
$223K - $226K
|
23.6K
$1.22M
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.39K+ 2.63% |
$222K - $225K
|
171K
$8.87M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.36K+ 8.49% |
$221K - $224K
|
55.7K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.35K+ 9.21% |
$220K - $223K
|
51.6K
$2.67M
|