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
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.66K- 3.42% |
$289K - $298K
|
160K
$8.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.68K- 25.4% |
$290K - $300K
|
16.7K
$866K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.74K- 4.8% |
$293K - $303K
|
114K
$5.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.07K- 42.26% |
$309K - $320K
|
8.29K
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-6.46K- 43.31% |
$330K - $341K
|
8.46K
$439K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-6.54K- 2.98% |
$334K - $345K
|
213K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-6.58K- 8.77% |
$336K - $347K
|
68.4K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6.84K- 4.75% |
$349K - $361K
|
137K
$7.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.95K- 62.76% |
$355K - $367K
|
4.13K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-7K- 58.14% |
$357K - $369K
|
5.04K
$262K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-7K- 58.14% |
$357K - $369K
|
5.04K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.23K- 26.27% |
$369K - $381K
|
20.3K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-7.28K- 12.32% |
$371K - $384K
|
51.8K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.38K- 48.93% |
$376K - $389K
|
7.7K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.49K- 25.11% |
$382K - $395K
|
22.3K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7.5K- 31.77% |
$383K - $396K
|
16.1K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.57K- 2.77% |
$386K - $399K
|
266K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.78K- 36.7% |
$397K - $410K
|
13.4K
$696K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.79K- 8.21% |
$397K - $411K
|
87.1K
$4.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.84K- 27.53% |
$400K - $413K
|
20.6K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8.01K- 9.98% |
$409K - $423K
|
72.3K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.35K- 9.71% |
$426K - $440K
|
77.6K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.37K- 30.82% |
$427K - $442K
|
18.8K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.44K- 3.56% |
$430K - $445K
|
229K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-8.48K- 6.65% |
$433K - $447K
|
119K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.58K- 62.73% |
$438K - $453K
|
5.1K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.88K- 10.86% |
$453K - $468K
|
72.9K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.07K- 1.91% |
$463K - $478K
|
465K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-9.14K- 6.02% |
$467K - $482K
|
143K
$7.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.37K- 13.96% |
$478K - $494K
|
57.8K
$3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.77K- 52.05% |
$498K - $515K
|
9K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-10K- 17.2% |
$510K - $527K
|
48.1K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-10.6K- 1.31% |
$542K - $560K
|
800K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.9K- 30.67% |
$555K - $573K
|
24.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 12.76% |
$555K - $574K
|
74.4K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-11K- 13.73% |
$559K - $578K
|
68.9K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 3.96% |
$561K - $580K
|
266K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.2K- 7.38% |
$573K - $593K
|
141K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.3K- 6.6% |
$576K - $595K
|
160K
$8.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-11.9K- 13.72% |
$608K - $628K
|
75K
$3.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-12K- 2.94% |
$612K - $633K
|
396K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.2K- 16.12% |
$621K - $642K
|
63.3K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.2K- 20.02% |
$621K - $642K
|
48.6K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.2K- 1.03% |
$623K - $644K
|
1.18M
$61M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.6K- 6.72% |
$643K - $665K
|
175K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.8K- 49.22% |
$651K - $673K
|
13.2K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13K- 11.93% |
$663K - $686K
|
96K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.5K- 31.33% |
$688K - $711K
|
29.6K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13.5K- 93.6% |
$689K - $712K
|
924
$47.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 4.11% |
$691K - $714K
|
316K
$16.4M
|