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
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
2.78K
+ 4.47%
$138K - $140K
65K $3.35M
Apr 24, 2024 Q3 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
2.65K
+ 33.01%
$132K - $134K
10.7K $551K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.61K
+ 6.55%
$130K - $131K
42.5K $2.19M
Oct 17, 2023 Q3 2023
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
2.58K
+ 15.06%
$128K - $130K
19.7K $1.02M
Nov 13, 2023 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
2.55K
+ 8.18%
$127K - $128K
33.7K $1.74M
Oct 10, 2023 Q3 2023
Boltwood Capital Management

BUY
 -
2.5K
+ 4.53%
$124K - $126K
57.7K $2.97M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.49K
+ 1.56%
$124K - $125K
162K $8.35M
Nov 07, 2023 Q3 2023
Chartwell Investment Partners, LLC

BUY
 -
2.33K
+ 9.25%
$116K - $117K
27.5K $1.42M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.3K
+ 1.72%
$114K - $116K
136K $7.02M
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
2.29K
+ 26.38%
$114K - $115K
11K $565K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
2.25K
New
$112K - $113K
2.25K $116K
Oct 27, 2023 Q3 2023
Nationwide Asset Management LLC

BUY
 -
2.2K
+ 21.85%
$109K - $111K
12.3K $632K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
2.14K
+ 6.92%
$106K - $108K
33K $1.7M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
2.13K
+ 50.05%
$106K - $107K
6.37K $328K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
2.06K
New
$102K - $104K
2.06K $106K
Oct 10, 2023 Q3 2023
Parkside Investments, LLC

BUY
 -
2.02K
+ 0.69%
$100K - $101K
293K $15.1M
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
1.9K
+ 1.12%
$94.6K - $95.8K
172K $8.87M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1.9K
New
$94.5K - $95.7K
1.9K $97.9K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.89K
+ 72.58%
$94.2K - $95.4K
4.5K $232K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.89K
+ 10.54%
$93.9K - $95K
19.8K $1.02M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
1.87K
+ 0.58%
$92.8K - $93.9K
326K $16.8M
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
1.78K
+ 623.16%
$88.3K - $89.5K
2.06K $106K
Nov 08, 2023 Q3 2023
Payden & Rygel Investment Group

Los Angeles, CA
BUY
 -
1.75K
New
$86.9K - $88K
1.75K $90K
Oct 24, 2023 Q3 2023
New South Capital Management Inc

Memphis, TN
BUY
 -
1.72K
+ 2.68%
$85.6K - $86.6K
65.9K $3.4M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
1.7K
+ 34.69%
$84.6K - $85.6K
6.6K $340K
Nov 03, 2023 Q3 2023
Graybill Bartz & Assoc LTD

BUY
 -
1.65K
+ 2.76%
$82K - $83.1K
61.3K $3.16M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
1.62K
+ 5.22%
$80.4K - $81.4K
32.6K $1.68M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.57K
+ 1424.55%
$77.9K - $78.9K
1.68K $86.4K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.54K
+ 0.94%
$76.7K - $77.7K
165K $8.52M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.53K
+ 315.05%
$76K - $77K
2.01K $104K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
1.42K
+ 4.26%
$70.6K - $71.5K
34.8K $1.79M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
1.35K
+ 0.54%
$67.2K - $68.1K
252K $13M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.35K
+ 11.36%
$67.1K - $67.9K
13.2K $681K
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.33K
+ 1900.0%
$66.2K - $67K
1.4K $72.2K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.25K
+ 1.43%
$61.9K - $62.7K
88.2K $4.55M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
1.24K
+ 3.41%
$61.9K - $62.7K
37.8K $1.95M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.16K
+ 14.76%
$57.7K - $58.4K
9.02K $465K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.11K
+ 1.69%
$55.4K - $56.1K
66.8K $3.44M
Oct 13, 2023 Q3 2023
Martin Capital Partners, LLC

BUY
 -
1.1K
+ 1.08%
$54.5K - $55.2K
103K $5.3M
Nov 14, 2023 Q3 2023
American Financial Advisors, LLC

BUY
 -
1.07K
+ 8.44%
$53K - $53.7K
13.7K $706K
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
1.05K
+ 21.78%
$52.2K - $52.9K
5.87K $303K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1K
+ 5.85%
$49.8K - $50.4K
18.1K $934K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
996
+ 5.62%
$49.5K - $50.2K
18.7K $965K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
995
+ 12.44%
$49.5K - $50.1K
8.99K $464K
Oct 10, 2023 Q3 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
967
+ 2.89%
$48.1K - $48.7K
34.4K $1.77M
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
945
+ 0.3%
$47K - $47.6K
318K $16.4M
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

BUY
 -
908
New
$45.2K - $45.7K
908 $46.8K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
896
+ 1.3%
$44.6K - $45.1K
69.7K $3.59M
Nov 14, 2023 Q3 2023
Lowe Brockenbrough & CO Inc

BUY
 -
885
+ 2.91%
$44K - $44.6K
31.3K $1.61M

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