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 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-600- 3.75% |
$29.8K - $30.2K
|
15.4K
$794K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-612- 2.18% |
$30.4K - $30.8K
|
27.5K
$1.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-614- 0.25% |
$30.5K - $30.9K
|
250K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-633- 3.63% |
$31.5K - $31.9K
|
16.8K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-635- 6.57% |
$31.6K - $32K
|
9.03K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-636- 7.02% |
$31.6K - $32K
|
8.43K
$434K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-645- 1.13% |
$32.1K - $32.5K
|
56.6K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 0.52% |
$32.3K - $32.7K
|
125K
$6.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-679- 6.84% |
$33.8K - $34.2K
|
9.25K
$477K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-685- 11.23% |
$34.1K - $34.5K
|
5.42K
$279K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-685- 0.45% |
$34.1K - $34.5K
|
150K
$7.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-710- 45.9% |
$35.3K - $35.8K
|
837
$43.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-718- 3.44% |
$35.7K - $36.2K
|
20.2K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-810- 12.04% |
$40.3K - $40.8K
|
5.92K
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-825- 91.16% |
$41K - $41.6K
|
80
$4.12K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-836- 4.68% |
$41.6K - $42.1K
|
17K
$878K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-843- 1.41% |
$41.9K - $42.5K
|
59K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-846- 1.04% |
$42.1K - $42.6K
|
80.8K
$4.17M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-850- 5.06% |
$42.3K - $42.8K
|
15.9K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-883- 12.97% |
$43.9K - $44.5K
|
5.92K
$305K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-900- 2.79% |
$44.8K - $45.3K
|
31.4K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-915- 1.22% |
$45.5K - $46.1K
|
73.8K
$3.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-925- 9.99% |
$46K - $46.6K
|
8.33K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-927- 1.3% |
$46.1K - $46.7K
|
70.2K
$3.62M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-930- 65.49% |
$46.3K - $46.8K
|
490
$25.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-944- 14.97% |
$47K - $47.5K
|
5.36K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-952- 15.81% |
$47.4K - $48K
|
5.07K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-961- 5.09% |
$47.8K - $48.4K
|
17.9K
$924K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-982- 18.62% |
$48.8K - $49.5K
|
4.29K
$221K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.04K- 11.59% |
$51.7K - $52.4K
|
7.94K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 1.12% |
$51.9K - $52.6K
|
91.8K
$4.73M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 9.31% |
$52.1K - $52.8K
|
10.2K
$526K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.05K- 3.3% |
$52.2K - $52.9K
|
30.8K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 4.34% |
$52.4K - $53.1K
|
23.3K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.07K- 11.8% |
$53.1K - $53.7K
|
7.98K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.1K- 10.04% |
$54.7K - $55.4K
|
9.85K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.1K- 0.82% |
$54.9K - $55.6K
|
134K
$6.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.16K- 0.67% |
$57.5K - $58.3K
|
173K
$8.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.17K- 70.77% |
$58.4K - $59.1K
|
485
$25K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.18K- 3.53% |
$58.5K - $59.3K
|
32.2K
$1.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.2K- 74.97% |
$59.4K - $60.2K
|
399
$20.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.2K- 3.54% |
$59.6K - $60.3K
|
32.6K
$1.68M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.2K- 3.69% |
$59.7K - $60.4K
|
31.3K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.22K- 1.84% |
$60.7K - $61.5K
|
65.1K
$3.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.26K- 3.37% |
$62.8K - $63.6K
|
36.2K
$1.86M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-1.31K- 2.49% |
$65.2K - $66K
|
51.4K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.32K- 10.28% |
$65.5K - $66.3K
|
11.5K
$592K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.33K- 1.11% |
$66.1K - $66.9K
|
118K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.33K- 95.0% |
$66.2K - $67K
|
70
$3.61K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.35K- 4.08% |
$67.2K - $68K
|
31.8K
$1.64M
|