Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
87.3K
+ 18.79%
$4.34M - $4.4M
552K $28.4M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
85.6K
+ 197.81%
$4.26M - $4.31M
129K $6.64M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
85.1K
+ 6.55%
$4.23M - $4.29M
1.38M $71.4M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
82.3K
+ 1030.79%
$4.09M - $4.14M
90.3K $4.65M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
77.4K
+ 89.78%
$3.85M - $3.9M
164K $8.43M
Oct 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
75.6K
+ 5.24%
$3.76M - $3.81M
1.52M $78.2M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
64.8K
New
$3.22M - $3.27M
64.8K $3.34M
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
61.6K
+ 13.13%
$3.06M - $3.1M
530K $27.3M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
61.4K
New
$3.05M - $3.09M
61.4K $3.16M
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
59.2K
+ 4.13%
$2.95M - $2.98M
1.49M $77M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
55.3K
+ 37.32%
$2.75M - $2.78M
203K $10.5M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
54.9K
+ 42.61%
$2.73M - $2.77M
184K $9.47M
Oct 31, 2023 Q3 2023
Precision Wealth Strategies, LLC

BUY
 -
53.1K
+ 377.81%
$2.64M - $2.67M
67.1K $3.46M
Oct 30, 2023 Q3 2023
New World Advisors LLC

Hingham, MA
BUY
 -
52.2K
+ 68.53%
$2.6M - $2.63M
128K $6.62M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
50.3K
+ 10.07%
$2.5M - $2.53M
550K $28.3M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
48.6K
+ 203.43%
$2.42M - $2.45M
72.5K $3.73M
Nov 08, 2023 Q3 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
47.7K
New
$2.37M - $2.4M
47.7K $2.46M
Nov 08, 2023 Q3 2023
United Bank

Vienna, VA
BUY
 -
47.7K
+ 4.56%
$2.37M - $2.4M
1.09M $56.3M
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
44K
+ 215.98%
$2.19M - $2.22M
64.4K $3.32M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
43K
+ 60.29%
$2.14M - $2.17M
114K $5.9M
Oct 05, 2023 Q3 2023
Resource Consulting Group Inc

BUY
 -
40.8K
+ 4.82%
$2.03M - $2.05M
886K $45.7M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
40.5K
New
$2.02M - $2.04M
40.5K $2.09M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
39.9K
+ 3.29%
$1.99M - $2.01M
1.25M $64.6M
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
39.1K
+ 13.16%
$1.94M - $1.97M
336K $17.3M
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
38.7K
New
$1.93M - $1.95M
38.7K $2M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
34.5K
+ 22.67%
$1.72M - $1.74M
187K $9.62M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
34.5K
+ 4.57%
$1.71M - $1.74M
788K $40.6M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
34.4K
+ 12.39%
$1.71M - $1.73M
312K $16.1M
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
34.4K
+ 372.69%
$1.71M - $1.73M
43.7K $2.25M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
31.9K
New
$1.59M - $1.61M
31.9K $1.65M
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
30.4K
+ 14.67%
$1.51M - $1.53M
238K $12.2M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
30.3K
+ 29.32%
$1.51M - $1.52M
134K $6.88M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

BUY
 -
29.6K
+ 10.68%
$1.47M - $1.49M
307K $15.8M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
29.5K
New
$1.47M - $1.49M
29.5K $1.52M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
28.2K
New
$1.4M - $1.42M
28.2K $1.45M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
26.8K
+ 59.19%
$1.33M - $1.35M
72.2K $3.72M
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
26K
+ 71.64%
$1.29M - $1.31M
62.3K $3.21M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
25.7K
+ 6.89%
$1.28M - $1.29M
399K $20.6M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
24.5K
+ 264.55%
$1.22M - $1.24M
33.8K $1.74M
Nov 13, 2023 Q3 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
24.4K
+ 15.46%
$1.21M - $1.23M
182K $9.39M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
24.1K
+ 1.41%
$1.2M - $1.21M
1.73M $89.2M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
23.8K
+ 13.86%
$1.18M - $1.2M
195K $10.1M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
23.7K
+ 17.58%
$1.18M - $1.2M
159K $8.18M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
22.3K
+ 10.93%
$1.11M - $1.12M
226K $11.6M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
21.6K
+ 60.3%
$1.08M - $1.09M
57.5K $2.96M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
21.4K
New
$1.06M - $1.08M
21.4K $1.1M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
21.2K
+ 15.76%
$1.06M - $1.07M
156K $8.04M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
20.8K
+ 2.01%
$1.03M - $1.05M
1.05M $54.3M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
20.3K
New
$1.01M - $1.02M
20.3K $1.05M

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