Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.99M+ 2048.92% |
$102M - $105M
|
2.09M
$108M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37M+ 4416.76% |
$70M - $72.4M
|
1.4M
$72.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15M+ 29.23% |
$58.6M - $60.6M
|
5.08M
$262M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
818KNew |
$41.8M - $43.2M
|
818K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
807K+ 73.16% |
$41.1M - $42.5M
|
1.91M
$98.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
731K+ 8.01% |
$37.3M - $38.6M
|
9.86M
$508M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
729K+ 3.51% |
$37.2M - $38.4M
|
21.5M
$1.11B
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
727K+ 6.35% |
$37.1M - $38.3M
|
12.2M
$628M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
660K+ 246.12% |
$33.7M - $34.8M
|
928K
$47.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
583K+ 17.03% |
$29.8M - $30.8M
|
4.01M
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
575K+ 26.46% |
$29.3M - $30.3M
|
2.75M
$142M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
546K+ 41.92% |
$27.9M - $28.8M
|
1.85M
$95.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
498K+ 16.37% |
$25.4M - $26.3M
|
3.54M
$182M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
454K+ 1159.98% |
$23.2M - $24M
|
493K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
392K+ 10.23% |
$20M - $20.7M
|
4.23M
$218M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
359K+ 4.16% |
$18.3M - $18.9M
|
8.98M
$463M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
344K+ 9.01% |
$17.6M - $18.2M
|
4.16M
$215M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
341K+ 19327.48% |
$17.4M - $18M
|
343K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
305KNew |
$15.5M - $16.1M
|
305K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
302K+ 133.01% |
$15.4M - $15.9M
|
528K
$27.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
274KNew |
$14M - $14.4M
|
274K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
260K+ 20.87% |
$13.2M - $13.7M
|
1.5M
$77.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
231K+ 34.73% |
$11.8M - $12.2M
|
896K
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227K+ 99.18% |
$11.6M - $12M
|
456K
$23.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
195K+ 30.0% |
$9.94M - $10.3M
|
844K
$43.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
188K+ 53.14% |
$9.59M - $9.92M
|
542K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
165K+ 105.98% |
$8.44M - $8.72M
|
321K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
160K+ 287.89% |
$8.18M - $8.46M
|
216K
$11.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
160KNew |
$8.15M - $8.43M
|
160K
$8.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
156K+ 13.39% |
$7.97M - $8.24M
|
1.32M
$68.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
150K+ 33.97% |
$7.63M - $7.89M
|
590K
$30.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
147K+ 157819.34% |
$7.49M - $7.74M
|
147K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
146KNew |
$7.45M - $7.7M
|
146K
$7.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
146KNew |
$7.43M - $7.68M
|
146K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
132K+ 170.37% |
$6.74M - $6.97M
|
210K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 3.01% |
$5.67M - $5.86M
|
3.81M
$196M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
100K+ 0.43% |
$5.11M - $5.29M
|
23.5M
$1.21B
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
97KNew |
$4.95M - $5.12M
|
97K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
92.6K+ 43.51% |
$4.73M - $4.89M
|
306K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
92.5K+ 0.7% |
$4.72M - $4.88M
|
13.4M
$690M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
87.9K+ 27.22% |
$4.48M - $4.63M
|
411K
$21.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
85K+ 36.96% |
$4.34M - $4.48M
|
315K
$16.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
84.2K+ 61.89% |
$4.3M - $4.44M
|
220K
$11.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
79.9K+ 24.89% |
$4.08M - $4.21M
|
401K
$20.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
79.3KNew |
$4.05M - $4.18M
|
79.3K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
77.9K+ 9.03% |
$3.98M - $4.11M
|
941K
$48.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.3K+ 2.64% |
$3.74M - $3.86M
|
2.84M
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.4KNew |
$3.23M - $3.34M
|
63.4K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
62.4K+ 61.51% |
$3.19M - $3.29M
|
164K
$8.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
61.4K+ 44.01% |
$3.13M - $3.24M
|
201K
$10.4M
|