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
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
883+ 13.35% |
$43.9K - $44.5K
|
7.5K
$386K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
858+ 6.29% |
$42.7K - $43.2K
|
14.5K
$747K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
852+ 0.86% |
$42.4K - $42.9K
|
99.8K
$5.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
802+ 5.04% |
$39.9K - $40.4K
|
16.7K
$862K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
801New |
$39.8K - $40.3K
|
801
$41.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$39.8K - $40.3K
|
800
$41.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
789+ 435.91% |
$39.2K - $39.7K
|
970
$50K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
759New |
$37.8K - $38.2K
|
759
$39.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
750+ 0.73% |
$37.3K - $37.8K
|
104K
$5.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
744+ 2.76% |
$37K - $37.5K
|
27.7K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
738+ 7.45% |
$36.7K - $37.2K
|
10.6K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
730+ 13.24% |
$36.3K - $36.8K
|
6.24K
$322K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
717+ 2.73% |
$35.7K - $36.1K
|
27K
$1.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
708+ 18.37% |
$35.2K - $35.7K
|
4.56K
$235K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
673New |
$33.5K - $33.9K
|
673
$34.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
670+ 24.4% |
$33.3K - $33.7K
|
3.42K
$176K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 12.26% |
$31.8K - $32.2K
|
5.85K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
633+ 10.04% |
$31.5K - $31.9K
|
6.94K
$358K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
610+ 1.38% |
$30.3K - $30.7K
|
44.9K
$2.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
595New |
$29.6K - $30K
|
595
$30.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
592+ 7.73% |
$29.4K - $29.8K
|
8.25K
$425K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
586+ 25.32% |
$29.1K - $29.5K
|
2.9K
$149K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
575+ 0.86% |
$28.6K - $29K
|
67.1K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
554+ 63.17% |
$27.6K - $27.9K
|
1.43K
$73.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
551+ 9.85% |
$27.4K - $27.8K
|
6.15K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
527+ 5.15% |
$26.2K - $26.5K
|
10.8K
$555K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
525+ 11.13% |
$26.1K - $26.4K
|
5.24K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
491+ 3.77% |
$24.4K - $24.7K
|
13.5K
$697K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
484+ 1.74% |
$24.1K - $24.4K
|
28.3K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
461+ 9.35% |
$22.9K - $23.2K
|
5.39K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
447+ 5.09% |
$22.2K - $22.5K
|
9.23K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
426+ 45.61% |
$21.2K - $21.5K
|
1.36K
$70.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
414New |
$20.6K - $20.9K
|
414
$21.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
407+ 3.95% |
$20.2K - $20.5K
|
10.7K
$552K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
400New |
$19.9K - $20.1K
|
400
$20.6K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
390+ 3.02% |
$19.4K - $19.6K
|
13.3K
$686K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
387+ 2.76% |
$19.2K - $19.5K
|
14.4K
$742K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
384New |
$19.1K - $19.3K
|
384
$19.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
342+ 3.58% |
$17K - $17.2K
|
9.91K
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
338New |
$16.8K - $17K
|
338
$17.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
328+ 1.7% |
$16.3K - $16.5K
|
19.7K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
307+ 0.48% |
$15.3K - $15.5K
|
63.7K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
289+ 6.37% |
$14.4K - $14.6K
|
4.83K
$249K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
272+ 2.09% |
$13.5K - $13.7K
|
13.3K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
249+ 2.31% |
$12.4K - $12.5K
|
11K
$568K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
246New |
$12.2K - $12.4K
|
246
$12.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
244New |
$12.1K - $12.3K
|
244
$12.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
244New |
$12.1K - $12.3K
|
244
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
202+ 35.5% |
$10K - $10.2K
|
771
$39.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$9.95K - $10.1K
|
200
$10.3K
|