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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.9K- 11.5% |
$2.63M - $2.67M
|
408K
$21M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-57.9K- 15.65% |
$2.88M - $2.91M
|
312K
$16.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59.4K- 11.13% |
$2.96M - $2.99M
|
474K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-59.5K- 6.75% |
$2.96M - $3M
|
822K
$42.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59.9K- 20.24% |
$2.98M - $3.02M
|
236K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-63.8K- 17.89% |
$3.17M - $3.21M
|
293K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-68.8K- 34.51% |
$3.42M - $3.46M
|
130K
$6.73M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-70.6K- 22.09% |
$3.51M - $3.55M
|
249K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-71.2K- 31.76% |
$3.54M - $3.58M
|
153K
$7.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-72K- 65.56% |
$3.58M - $3.63M
|
37.8K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75.1K- 61.45% |
$3.74M - $3.78M
|
47.1K
$2.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-77.5K- 5.78% |
$3.85M - $3.9M
|
1.26M
$65.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78.2K- 8.47% |
$3.89M - $3.94M
|
845K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81.3K- 2.09% |
$4.05M - $4.1M
|
3.81M
$196M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.8K- 3.6% |
$4.07M - $4.12M
|
2.19M
$113M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-88.6K- 5.46% |
$4.41M - $4.46M
|
1.53M
$79M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-89.8K- 2.65% |
$4.47M - $4.53M
|
3.3M
$170M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-94.8K- 13.05% |
$4.72M - $4.78M
|
632K
$32.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102K- 4.59% |
$5.1M - $5.16M
|
2.13M
$110M
|
|
|
Oct 03, 2023
Q3 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-104K- 57.27% |
$5.19M - $5.25M
|
77.8K
$4.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-117K- 16.76% |
$5.83M - $5.9M
|
582K
$30M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-121K- 39.75% |
$6.01M - $6.09M
|
183K
$9.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-121K- 27.36% |
$6.04M - $6.12M
|
322K
$16.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-127K- 34.36% |
$6.31M - $6.39M
|
242K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-127K- 31.06% |
$6.32M - $6.4M
|
282K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-137K- 44.79% |
$6.81M - $6.9M
|
169K
$8.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-141K- 47.99% |
$7.02M - $7.11M
|
153K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-146K- 3.01% |
$7.26M - $7.35M
|
4.71M
$243M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-169K- 66.46% |
$8.4M - $8.51M
|
85.3K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-200K- 26.68% |
$9.93M - $10.1M
|
549K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-243K- 49.42% |
$12.1M - $12.2M
|
249K
$12.8M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-255K- 99.32% |
$12.7M - $12.8M
|
1.75K
$90K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-321K- 11.08% |
$15.9M - $16.1M
|
2.57M
$133M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-428K- 72.71% |
$21.3M - $21.6M
|
161K
$8.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-467K- 11.28% |
$23.2M - $23.5M
|
3.67M
$189M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-500K- 80.65% |
$24.9M - $25.2M
|
120K
$6.18M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-513K- 19.64% |
$25.5M - $25.9M
|
2.1M
$108M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-514K- 53.18% |
$25.6M - $25.9M
|
453K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-536K- 4.84% |
$26.6M - $27M
|
10.5M
$542M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-702K- 97.99% |
$34.9M - $35.3M
|
14.4K
$741K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-985KClosed |
$49M - $49.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.14M- 12.76% |
$56.7M - $57.4M
|
7.79M
$402M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.61M- 26.5% |
$80.1M - $81.2M
|
4.47M
$230M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.06M- 15.82% |
$102M - $104M
|
11M
$565M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.16M- 73.28% |
$107M - $109M
|
787K
$40.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-11M- 37.15% |
$546M - $553M
|
18.6M
$957M
|