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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.81% |
$99.5 - $101
|
248
$12.8K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.05% |
$99.5 - $101
|
193
$9.95K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.75% |
$99.5 - $101
|
269
$13.9K
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.52% |
$49.7 - $50.4
|
192
$9.9K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.03% |
$49.7 - $50.4
|
3.69K
$190K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$49.7 - $50.4
|
6.04K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.45% |
$49.7 - $50.4
|
68
$3.5K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.02% |
$49.7 - $50.4
|
6.05K
$312K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 0.15% |
$99.5 - $101
|
1.36K
$70K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 3.7% |
$249 - $252
|
130
$6.7K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5Closed |
$249 - $252
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-13- 0.16% |
$647 - $655
|
8.14K
$420K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-16- 2.81% |
$796 - $806
|
554
$28.6K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-18- 0.06% |
$895 - $907
|
31.4K
$1.62M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-20- 0.36% |
$995 - $1.01K
|
5.52K
$284K
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-23- 0.33% |
$1.14K - $1.16K
|
6.9K
$356K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-24- 0.08% |
$1.19K - $1.21K
|
29.6K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 0.22% |
$1.49K - $1.51K
|
13.5K
$698K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 1.14% |
$2.49K - $2.52K
|
4.35K
$224K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-60- 2.37% |
$2.98K - $3.02K
|
2.47K
$128K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-67- 1.55% |
$3.33K - $3.37K
|
4.24K
$219K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-75- 0.98% |
$3.73K - $3.78K
|
7.61K
$392K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-79- 0.34% |
$3.93K - $3.98K
|
23.3K
$1.2M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-81- 0.49% |
$4.03K - $4.08K
|
16.4K
$847K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-87- 0.82% |
$4.33K - $4.38K
|
10.5K
$541K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-88- 0.4% |
$4.38K - $4.43K
|
22.2K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.67% |
$4.97K - $5.04K
|
500
$25.8K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 1.85% |
$4.97K - $5.04K
|
5.3K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-110- 0.22% |
$5.47K - $5.54K
|
49.4K
$2.55M
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-117- 1.47% |
$5.82K - $5.89K
|
7.86K
$405K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-120- 0.05% |
$5.97K - $6.04K
|
255K
$13.2M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-120- 11.19% |
$5.97K - $6.04K
|
952
$49.1K
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-121- 1.9% |
$6.02K - $6.09K
|
6.25K
$322K
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-122- 1.03% |
$6.07K - $6.15K
|
11.7K
$605K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-128- 2.07% |
$6.37K - $6.45K
|
6.07K
$313K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-135- 0.69% |
$6.71K - $6.8K
|
19.4K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-141- 2.79% |
$7.01K - $7.1K
|
4.91K
$253K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-150- 2.59% |
$7.46K - $7.56K
|
5.65K
$291K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-157- 0.43% |
$7.81K - $7.91K
|
36.5K
$1.88M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-159- 0.13% |
$7.91K - $8.01K
|
121K
$6.22M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-165- 1.61% |
$8.21K - $8.31K
|
10.1K
$520K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-170- 0.67% |
$8.46K - $8.56K
|
25.2K
$1.3M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-172- 3.18% |
$8.56K - $8.66K
|
5.23K
$270K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-173- 52.91% |
$8.61K - $8.71K
|
154
$7.94K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-179- 2.47% |
$8.9K - $9.02K
|
7.05K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-183- 0.08% |
$9.1K - $9.22K
|
233K
$12M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-198- 2.34% |
$9.85K - $9.97K
|
8.26K
$426K
|