Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.17MNew |
$406M - $411M
|
8.17M
$421M
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4M+ 44.13% |
$199M - $201M
|
13.1M
$673M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.58M+ 3874.56% |
$128M - $130M
|
2.64M
$136M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.35M+ 8.11% |
$67.3M - $68.2M
|
18M
$930M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.14MNew |
$56.8M - $57.5M
|
1.14M
$58.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
924KNew |
$46M - $46.5M
|
924K
$47.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
716KNew |
$35.6M - $36.1M
|
716K
$36.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
631K+ 2641.83% |
$31.4M - $31.8M
|
655K
$33.8M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
630K+ 5396.33% |
$31.3M - $31.7M
|
641K
$33.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
519K+ 9332.85% |
$25.8M - $26.2M
|
525K
$27.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
497K+ 9.99% |
$24.7M - $25M
|
5.47M
$282M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
460KNew |
$22.9M - $23.2M
|
460K
$23.7M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
445K+ 58.45% |
$22.1M - $22.4M
|
1.21M
$62.2M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
440KNew |
$21.9M - $22.2M
|
440K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
399K+ 96.14% |
$19.8M - $20.1M
|
814K
$42M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
399K+ 96.14% |
$19.8M - $20.1M
|
814K
$42M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
341K+ 3.94% |
$17M - $17.2M
|
8.99M
$464M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
339KNew |
$16.9M - $17.1M
|
339K
$17.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
320K+ 15.81% |
$15.9M - $16.1M
|
2.34M
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
308KNew |
$15.3M - $15.5M
|
308K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
294K+ 52.58% |
$14.6M - $14.8M
|
854K
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
286K+ 41.08% |
$14.2M - $14.4M
|
982K
$50.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
282K+ 55.27% |
$14M - $14.2M
|
793K
$40.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
282K+ 3.24% |
$14M - $14.2M
|
8.99M
$464M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
265K+ 2583.42% |
$13.2M - $13.4M
|
275K
$14.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
264K+ 13.68% |
$13.1M - $13.3M
|
2.19M
$113M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
263K+ 1626.28% |
$13.1M - $13.2M
|
279K
$14.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
237K+ 115.52% |
$11.8M - $11.9M
|
441K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
227KNew |
$11.3M - $11.4M
|
227K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Matson Money. Inc.
|
BUY
|
- |
219K+ 1.66% |
$10.9M - $11M
|
13.4M
$693M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
219KNew |
$10.9M - $11M
|
219K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
200KNew |
$9.95M - $10.1M
|
200K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
184K+ 10.65% |
$9.16M - $9.28M
|
1.91M
$98.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
184K+ 31.13% |
$9.15M - $9.27M
|
775K
$40M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
175KNew |
$8.72M - $8.83M
|
175K
$9.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
168K+ 9.61% |
$8.34M - $8.45M
|
1.91M
$98.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
158K+ 115.66% |
$7.88M - $7.98M
|
296K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
158K+ 32.61% |
$7.87M - $7.97M
|
643K
$33.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
155K+ 54.14% |
$7.7M - $7.8M
|
441K
$22.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
155K+ 132.67% |
$7.69M - $7.79M
|
271K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
149KNew |
$7.41M - $7.51M
|
149K
$7.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
149K+ 35.77% |
$7.39M - $7.48M
|
564K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 11.64% |
$6.9M - $6.99M
|
1.33M
$68.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
124K+ 0.5% |
$6.16M - $6.24M
|
24.8M
$1.28B
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 19.35% |
$5.68M - $5.75M
|
704K
$36.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
110KNew |
$5.45M - $5.52M
|
110K
$5.65M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
104KNew |
$5.19M - $5.26M
|
104K
$5.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
96.5K+ 77209.6% |
$4.8M - $4.86M
|
96.6K
$4.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95.2KNew |
$4.73M - $4.79M
|
95.2K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
91.8KNew |
$4.56M - $4.62M
|
91.8K
$4.73M
|