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
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.26KNew |
$216K - $219K
|
4.26K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.24K+ 5.89% |
$215K - $218K
|
76.3K
$3.97M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.22KNew |
$214K - $217K
|
4.22K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.21KNew |
$213K - $216K
|
4.21K
$219K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.21K+ 26.83% |
$213K - $216K
|
19.9K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.19K+ 2.15% |
$212K - $215K
|
199K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4.14K+ 10.66% |
$210K - $212K
|
43K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.04K+ 8.8% |
$204K - $207K
|
49.9K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$208K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.99KNew |
$202K - $205K
|
3.99K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.98KNew |
$202K - $204K
|
3.98K
$207K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.96K+ 58.53% |
$200K - $203K
|
10.7K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$199K - $202K
|
3.93K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.6K+ 0.69% |
$182K - $185K
|
523K
$27.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.41K+ 5.86% |
$172K - $175K
|
61.5K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.18K+ 32.33% |
$161K - $163K
|
13K
$677K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 30.32% |
$157K - $159K
|
13.3K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.09K+ 2.04% |
$157K - $159K
|
154K
$8.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 9.59% |
$156K - $158K
|
35.1K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.07K+ 4.78% |
$155K - $157K
|
67.1K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.04K+ 40.33% |
$154K - $156K
|
10.6K
$551K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$152K - $154K
|
3K
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.89K+ 25.05% |
$146K - $148K
|
14.4K
$751K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.85K+ 8.35% |
$144K - $146K
|
37K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.85K+ 8.61% |
$144K - $146K
|
35.9K
$1.87M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.77K+ 0.86% |
$140K - $142K
|
326K
$17M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.77KNew |
$140K - $142K
|
2.77K
$144K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 3.18% |
$138K - $140K
|
88.5K
$4.6M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.5K+ 6.8% |
$127K - $128K
|
39.3K
$2.05M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.49K+ 6.93% |
$126K - $128K
|
38.4K
$2M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
2.48K+ 2.56% |
$126K - $127K
|
99.4K
$5.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.48K+ 8.46% |
$126K - $127K
|
31.8K
$1.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.47K+ 1.32% |
$125K - $127K
|
190K
$9.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.39K+ 2.04% |
$121K - $122K
|
119K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.36K+ 235.5% |
$119K - $121K
|
3.36K
$175K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.33K+ 3.45% |
$118K - $120K
|
70K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.32K+ 19.84% |
$117K - $119K
|
14K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 27.22% |
$116K - $117K
|
10.7K
$556K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.25K+ 8.69% |
$114K - $116K
|
28.2K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.23K+ 717.36% |
$113K - $114K
|
2.54K
$132K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.14K+ 144.57% |
$109K - $110K
|
3.63K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
2.03K+ 0.46% |
$103K - $104K
|
441K
$22.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.98K+ 4.9% |
$100K - $101K
|
42.4K
$2.21M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.94K+ 4.8% |
$98K - $99.3K
|
42.3K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.9K+ 12.72% |
$96.2K - $97.5K
|
16.8K
$876K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.84K+ 0.48% |
$93.3K - $94.5K
|
387K
$20.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 8.49% |
$92.4K - $93.6K
|
23.3K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.8K+ 3.75% |
$91.1K - $92.2K
|
49.7K
$2.59M
|