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
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.77KNew |
$89.8K - $91K
|
1.77K
$92.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 1.88% |
$84.4K - $85.5K
|
90.4K
$4.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62K+ 5.77% |
$81.8K - $82.8K
|
29.6K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1.58K+ 4.25% |
$79.9K - $81K
|
38.7K
$2.02M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.58K+ 4.94% |
$79.9K - $80.9K
|
33.5K
$1.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.57K+ 4.19% |
$79.4K - $80.4K
|
39K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 3.29% |
$77.6K - $78.6K
|
48.1K
$2.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 30.65% |
$75.9K - $76.8K
|
6.39K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49K+ 7.01% |
$75.4K - $76.3K
|
22.7K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.48K+ 4.01% |
$75.1K - $76.1K
|
38.5K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.47K+ 4.47% |
$74.2K - $75.2K
|
34.2K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.38K+ 11.92% |
$69.6K - $70.5K
|
12.9K
$672K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.22K+ 20.75% |
$61.6K - $62.4K
|
7.08K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 2.88% |
$60.8K - $61.6K
|
42.9K
$2.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.15K+ 2.16% |
$58.2K - $58.9K
|
54.2K
$2.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.13K+ 3.32% |
$57.4K - $58.1K
|
35.2K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.13KNew |
$57.2K - $58K
|
1.13K
$58.8K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.13K+ 1.43% |
$57.2K - $57.9K
|
80.3K
$4.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.12K+ 14.37% |
$56.6K - $57.3K
|
8.89K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.11K+ 0.66% |
$56.2K - $56.9K
|
169K
$8.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1K+ 1.47% |
$50.8K - $51.5K
|
69.3K
$3.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
950New |
$48.1K - $48.7K
|
950
$49.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
877+ 57.4% |
$44.4K - $45K
|
2.41K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
871+ 1.01% |
$44.1K - $44.7K
|
86.8K
$4.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
862+ 2.26% |
$43.7K - $44.2K
|
39K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
859+ 1.43% |
$43.5K - $44.1K
|
61K
$3.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
818+ 3.83% |
$41.4K - $42K
|
22.1K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
805New |
$40.8K - $41.3K
|
805
$41.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
770+ 1.66% |
$39K - $39.5K
|
47.2K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
713+ 7.29% |
$36.1K - $36.6K
|
10.5K
$546K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
697+ 1.06% |
$35.3K - $35.8K
|
66.3K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
674+ 6.88% |
$34.1K - $34.6K
|
10.5K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
639+ 3.16% |
$32.4K - $32.8K
|
20.9K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
598+ 4.55% |
$30.3K - $30.7K
|
13.7K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
591+ 1.23% |
$29.9K - $30.3K
|
48.7K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
584+ 7.04% |
$29.6K - $30K
|
8.88K
$462K
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
546+ 2.73% |
$27.6K - $28K
|
20.6K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
534+ 5.37% |
$27K - $27.4K
|
10.5K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
520+ 7.84% |
$26.3K - $26.7K
|
7.15K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
500+ 0.39% |
$25.3K - $25.7K
|
130K
$6.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
441+ 7.93% |
$22.3K - $22.6K
|
6K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
424+ 1.15% |
$21.5K - $21.8K
|
37.2K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
421+ 0.87% |
$21.3K - $21.6K
|
49.1K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
419+ 0.7% |
$21.2K - $21.5K
|
60.3K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
414+ 0.45% |
$21K - $21.2K
|
92.2K
$4.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
379+ 1.51% |
$19.2K - $19.4K
|
25.4K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
360+ 2.67% |
$18.2K - $18.5K
|
13.8K
$719K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
354New |
$17.9K - $18.2K
|
354
$18.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
349+ 0.83% |
$17.7K - $17.9K
|
42.2K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
339+ 2.81% |
$17.2K - $17.4K
|
12.4K
$645K
|