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 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.89K- 15.16% |
$144K - $145K
|
16.2K
$839K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.96K- 37.26% |
$147K - $149K
|
4.99K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.99K- 1.89% |
$149K - $151K
|
156K
$8.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.01K- 2.5% |
$150K - $152K
|
118K
$6.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.03K- 92.38% |
$151K - $153K
|
250
$13K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.2K- 5.02% |
$159K - $161K
|
60.5K
$3.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.28K- 26.73% |
$163K - $165K
|
8.98K
$466K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.28K- 25.47% |
$163K - $165K
|
9.61K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 4.85% |
$164K - $166K
|
64.6K
$3.35M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-3.32K- 22.58% |
$165K - $167K
|
11.4K
$591K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-3.34K- 2.39% |
$166K - $168K
|
137K
$7.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.38K- 6.32% |
$168K - $170K
|
50.2K
$2.6M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.4K- 53.88% |
$169K - $171K
|
2.91K
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.53K- 3.52% |
$176K - $178K
|
96.8K
$5.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.56K- 41.88% |
$177K - $179K
|
4.94K
$257K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-3.58K- 3.79% |
$178K - $180K
|
90.9K
$4.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.6K- 0.93% |
$179K - $181K
|
385K
$20M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.6K- 0.93% |
$179K - $181K
|
385K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.64K- 12.05% |
$181K - $183K
|
26.5K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.67K- 22.92% |
$183K - $185K
|
12.3K
$641K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.69K- 0.72% |
$184K - $186K
|
510K
$26.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.77K- 1.05% |
$187K - $190K
|
353K
$18.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.77K- 77.38% |
$188K - $190K
|
1.1K
$57.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.86K- 5.1% |
$192K - $194K
|
71.8K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.9K- 2.6% |
$194K - $196K
|
146K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.92K- 6.08% |
$195K - $197K
|
60.6K
$3.14M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.92K- 6.08% |
$195K - $197K
|
60.6K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-4.06K- 5.98% |
$202K - $204K
|
63.8K
$3.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.07K- 6.09% |
$202K - $205K
|
62.8K
$3.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.13K- 7.62% |
$205K - $208K
|
50.1K
$2.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.14K- 15.74% |
$206K - $209K
|
22.2K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.17K- 4.09% |
$207K - $210K
|
97.8K
$5.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.18K- 7.27% |
$208K - $210K
|
53.3K
$2.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.21K- 18.25% |
$209K - $212K
|
18.8K
$977K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-4.36K- 1.33% |
$217K - $219K
|
322K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.38K- 35.26% |
$218K - $221K
|
8.05K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.43K- 1.92% |
$220K - $223K
|
226K
$11.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-4.52K- 3.77% |
$225K - $228K
|
115K
$5.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.58K- 33.6% |
$228K - $231K
|
9.05K
$470K
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.6K- 31.45% |
$229K - $232K
|
10K
$520K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.68K- 1.68% |
$233K - $236K
|
273K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.79K- 32.67% |
$238K - $241K
|
9.87K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.98K- 18.84% |
$248K - $251K
|
21.4K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-5K- 41.11% |
$249K - $252K
|
7.16K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.14K- 0.75% |
$256K - $259K
|
678K
$35.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5.31K- 46.76% |
$264K - $267K
|
6.04K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5.34K- 1.3% |
$266K - $269K
|
407K
$21.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5.35KClosed |
$266K - $269K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.75K- 18.71% |
$286K - $290K
|
25K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-5.8K- 4.17% |
$289K - $292K
|
133K
$6.91M
|