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 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-13.5K- 29.83% |
$691K - $714K
|
31.9K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.7K- 5.82% |
$697K - $721K
|
221K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-13.7K- 14.14% |
$701K - $724K
|
83.3K
$4.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-15.1K- 10.53% |
$771K - $797K
|
128K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.5K- 13.01% |
$793K - $819K
|
104K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-15.8K- 5.72% |
$807K - $834K
|
261K
$13.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.4K- 31.75% |
$838K - $866K
|
35.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9K- 51.32% |
$966K - $998K
|
18K
$932K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19.8K- 2.58% |
$1.01M - $1.04M
|
745K
$38.7M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-22.4K- 58.15% |
$1.14M - $1.18M
|
16.1K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22.5K- 5.23% |
$1.15M - $1.18M
|
407K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22.5K- 5.62% |
$1.15M - $1.19M
|
378K
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-23K- 73.54% |
$1.17M - $1.21M
|
8.27K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.1K- 34.05% |
$1.18M - $1.22M
|
44.7K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
SELL
|
- |
-26.8K- 0.39% |
$1.37M - $1.41M
|
6.84M
$355M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-27K- 18.15% |
$1.38M - $1.42M
|
122K
$6.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-27.3K- 3.31% |
$1.39M - $1.44M
|
796K
$41.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-28.7K- 28.48% |
$1.46M - $1.51M
|
72.1K
$3.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-30.8K- 16.96% |
$1.57M - $1.62M
|
151K
$7.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30.9K- 9.52% |
$1.58M - $1.63M
|
294K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-31K- 24.8% |
$1.58M - $1.63M
|
93.9K
$4.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-31.1K- 16.26% |
$1.59M - $1.64M
|
160K
$8.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-34.1K- 21.31% |
$1.74M - $1.8M
|
126K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-34.8K- 61.8% |
$1.77M - $1.83M
|
21.5K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-35K- 1.69% |
$1.78M - $1.84M
|
2.04M
$106M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38.3K- 5.06% |
$1.96M - $2.02M
|
719K
$37.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-40.5K- 67.84% |
$2.07M - $2.14M
|
19.2K
$997K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-46.1K- 47.94% |
$2.35M - $2.43M
|
50.1K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-52.1K- 65.43% |
$2.66M - $2.75M
|
27.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-54.5K- 12.37% |
$2.78M - $2.87M
|
386K
$20M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-59.8K- 87.56% |
$3.05M - $3.15M
|
8.49K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-62.6K- 40.55% |
$3.19M - $3.3M
|
91.7K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66.1K- 31.11% |
$3.37M - $3.48M
|
146K
$7.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-67.6K- 5.5% |
$3.45M - $3.56M
|
1.16M
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-68.8K- 23.11% |
$3.51M - $3.63M
|
229K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72.9K- 10.12% |
$3.72M - $3.84M
|
647K
$33.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-76.4K- 33.32% |
$3.9M - $4.03M
|
153K
$7.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-78.4K- 46.09% |
$4M - $4.13M
|
91.6K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-78.7K- 2.34% |
$4.02M - $4.15M
|
3.29M
$171M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-80K- 58.52% |
$4.08M - $4.22M
|
56.7K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-125K- 35.29% |
$6.37M - $6.58M
|
229K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-138K- 87.14% |
$7.05M - $7.29M
|
20.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-139K- 47.37% |
$7.12M - $7.36M
|
155K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 2.25% |
$7.23M - $7.47M
|
6.14M
$319M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-160K- 30.05% |
$8.16M - $8.44M
|
372K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-163K- 24.55% |
$8.32M - $8.6M
|
501K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-169K- 51.01% |
$8.6M - $8.89M
|
162K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 2.0% |
$8.93M - $9.23M
|
8.56M
$444M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-180K- 33.55% |
$9.2M - $9.51M
|
357K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-192K- 74.81% |
$9.8M - $10.1M
|
64.7K
$3.36M
|