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
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-747- 4.35% |
$38.1K - $39.4K
|
16.4K
$846K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-766- 4.79% |
$39.1K - $40.4K
|
15.2K
$784K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-769- 1.1% |
$39.2K - $40.6K
|
69.2K
$3.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-775- 1.19% |
$39.5K - $40.9K
|
64.6K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-778- 0.38% |
$39.7K - $41K
|
206K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-791- 2.03% |
$40.4K - $41.7K
|
38.2K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-807- 14.17% |
$41.2K - $42.6K
|
4.89K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-822- 10.38% |
$41.9K - $43.4K
|
7.1K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-866- 0.46% |
$44.2K - $45.7K
|
188K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-875- 7.95% |
$44.6K - $46.1K
|
10.1K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-877- 1.8% |
$44.7K - $46.3K
|
47.8K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-889- 0.51% |
$45.4K - $46.9K
|
172K
$8.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-934- 5.28% |
$47.7K - $49.3K
|
16.8K
$863K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-981- 0.61% |
$50.1K - $51.7K
|
161K
$8.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-982- 7.35% |
$50.1K - $51.8K
|
12.4K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-983- 1.85% |
$50.2K - $51.8K
|
52.3K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-992- 68.94% |
$50.6K - $52.3K
|
447
$23K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1K- 5.88% |
$51K - $52.7K
|
16K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.02K- 13.97% |
$52.1K - $53.8K
|
6.29K
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.03K- 2.87% |
$52.6K - $54.3K
|
34.9K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.08K- 5.51% |
$55K - $56.9K
|
18.5K
$952K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 3.36% |
$56.1K - $58K
|
31.6K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.11K- 13.5% |
$56.4K - $58.3K
|
7.08K
$365K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.11K- 9.5% |
$56.4K - $58.3K
|
10.5K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.14K- 3.22% |
$58.2K - $60.1K
|
34.2K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 1.04% |
$58.3K - $60.3K
|
109K
$5.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 2.35% |
$58.3K - $60.3K
|
47.6K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.15K- 4.49% |
$58.7K - $60.7K
|
24.5K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.17K- 2.77% |
$59.6K - $61.6K
|
41.1K
$2.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.21K- 5.86% |
$61.5K - $63.6K
|
19.4K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.21K- 6.13% |
$61.8K - $63.9K
|
18.6K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.21K- 2.23% |
$61.8K - $63.9K
|
53K
$2.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.22K- 0.93% |
$62K - $64.1K
|
130K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 5.8% |
$64.1K - $66.3K
|
20.4K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 0.58% |
$64.5K - $66.7K
|
217K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 15.76% |
$65.3K - $67.5K
|
6.84K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.34K- 2.22% |
$68.2K - $70.5K
|
59K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 12.65% |
$68.9K - $71.3K
|
9.33K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.4K- 1.6% |
$71.4K - $73.8K
|
86K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 6.36% |
$73.8K - $76.3K
|
21.3K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.53K- 0.72% |
$77.9K - $80.5K
|
209K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.53K- 3.72% |
$78.1K - $80.7K
|
39.6K
$2.04M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.59K- 17.85% |
$81.1K - $83.9K
|
7.32K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.59K- 2.94% |
$81.1K - $83.9K
|
52.6K
$2.71M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 21.11% |
$84.2K - $87K
|
6.17K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.67K- 3.85% |
$85.4K - $88.3K
|
41.8K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.68K- 6.74% |
$85.8K - $88.7K
|
23.3K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.75K- 2.16% |
$89.1K - $92.1K
|
79.1K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.91K- 21.32% |
$97.3K - $101K
|
7.04K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.95K- 1.75% |
$99.3K - $103K
|
110K
$5.65M
|