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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-2.01K- 3.18% |
$102K - $106K
|
61K
$3.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 0.75% |
$106K - $109K
|
274K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.11K- 8.9% |
$107K - $111K
|
21.6K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.11K- 12.66% |
$108K - $111K
|
14.5K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.13K- 58.62% |
$108K - $112K
|
1.5K
$77.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 25.41% |
$110K - $114K
|
6.32K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.17K- 6.47% |
$111K - $114K
|
31.4K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.25K- 7.25% |
$115K - $119K
|
28.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.28K- 5.15% |
$116K - $120K
|
41.9K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.94% |
$118K - $122K
|
245K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-2.34K- 9.2% |
$119K - $123K
|
23.1K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-2.35K- 2.17% |
$120K - $124K
|
106K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.41K- 7.31% |
$123K - $127K
|
30.5K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.44K- 32.43% |
$124K - $128K
|
5.07K
$262K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.44K- 27.64% |
$125K - $129K
|
6.4K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.5K- 10.45% |
$127K - $132K
|
21.4K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 98.35% |
$128K - $132K
|
42
$2.16K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.66K- 18.94% |
$135K - $140K
|
11.4K
$585K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.7K- 24.49% |
$138K - $142K
|
8.31K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.8K- 1.47% |
$143K - $148K
|
188K
$9.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.8K- 11.13% |
$143K - $148K
|
22.4K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.91K- 4.73% |
$148K - $153K
|
58.6K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.95K- 27.91% |
$151K - $156K
|
7.63K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3K- 5.81% |
$153K - $158K
|
48.6K
$2.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.01K- 24.79% |
$154K - $159K
|
9.14K
$471K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.1K- 50.82% |
$158K - $163K
|
3K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.09% |
$160K - $165K
|
9.88K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.27K- 0.87% |
$167K - $173K
|
373K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.46K- 2.06% |
$177K - $183K
|
165K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.53K- 0.92% |
$180K - $186K
|
379K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-3.54K- 23.45% |
$181K - $187K
|
11.6K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.56K- 2.43% |
$181K - $187K
|
143K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.72K- 9.08% |
$190K - $196K
|
37.3K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.78K- 1.16% |
$193K - $199K
|
322K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.81K- 6.63% |
$195K - $201K
|
53.7K
$2.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95K- 5.47% |
$201K - $208K
|
68.2K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.04K- 1.18% |
$206K - $213K
|
338K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.1K- 50.1% |
$209K - $216K
|
4.09K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.4K- 3.01% |
$224K - $232K
|
141K
$7.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.52K- 37.84% |
$231K - $238K
|
7.42K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.58K- 11.15% |
$234K - $242K
|
36.5K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.85K- 9.46% |
$247K - $256K
|
46.4K
$2.39M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.88K- 6.91% |
$249K - $257K
|
65.6K
$3.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.9K- 1.35% |
$250K - $258K
|
358K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.96K- 7.66% |
$253K - $261K
|
59.8K
$3.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5K- 12.74% |
$255K - $263K
|
34.2K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.03K- 1.05% |
$257K - $265K
|
476K
$24.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-5.29K- 6.62% |
$270K - $279K
|
74.5K
$3.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.37K- 2.48% |
$274K - $283K
|
211K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.54K- 40.51% |
$283K - $292K
|
8.13K
$419K
|