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
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
58.4K+ 15.33% |
$2.98M - $3.08M
|
440K
$22.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
55.1KNew |
$2.81M - $2.91M
|
55.1K
$2.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55K+ 4.96% |
$2.81M - $2.9M
|
1.16M
$60M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
54.7K+ 6.76% |
$2.79M - $2.89M
|
864K
$44.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54K+ 18.16% |
$2.76M - $2.85M
|
352K
$18.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
54K+ 9.47% |
$2.76M - $2.85M
|
625K
$32.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 372.21% |
$2.61M - $2.7M
|
64.9K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
51K+ 2.36% |
$2.6M - $2.69M
|
2.21M
$114M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
49.3KNew |
$2.52M - $2.6M
|
49.3K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49.2K+ 32.89% |
$2.51M - $2.59M
|
199K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.5KNew |
$2.48M - $2.56M
|
48.5K
$2.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
47.8K+ 3.63% |
$2.44M - $2.52M
|
1.36M
$70.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47.8K+ 2.54% |
$2.44M - $2.52M
|
1.93M
$99.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
47K+ 6.75% |
$2.4M - $2.48M
|
743K
$38.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
45.8K+ 23.02% |
$2.34M - $2.41M
|
245K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
44.9K+ 7.6% |
$2.29M - $2.37M
|
635K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.6K+ 3.03% |
$2.27M - $2.35M
|
1.52M
$78.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
44.2K+ 674.36% |
$2.26M - $2.33M
|
50.8K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
43.6K+ 6.76% |
$2.23M - $2.3M
|
689K
$35.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
43.1K+ 4.65% |
$2.2M - $2.27M
|
969K
$49.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42.5K+ 32.78% |
$2.17M - $2.24M
|
172K
$8.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
42.3KNew |
$2.16M - $2.23M
|
42.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 979.71% |
$2.05M - $2.12M
|
44.3K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.2K+ 3.73% |
$2.05M - $2.12M
|
1.12M
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
39.8KNew |
$2.03M - $2.1M
|
39.8K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
38.6K+ 4.28% |
$1.97M - $2.03M
|
939K
$48.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
38.4K+ 6.09% |
$1.96M - $2.03M
|
669K
$34.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 21.24% |
$1.96M - $2.02M
|
219K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.2K+ 280.82% |
$1.95M - $2.01M
|
51.7K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
38.1K+ 17.33% |
$1.94M - $2.01M
|
258K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
36.3K+ 293.77% |
$1.85M - $1.91M
|
48.6K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
35.9KNew |
$1.83M - $1.89M
|
35.9K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35.6K+ 6.46% |
$1.81M - $1.88M
|
586K
$30.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35.2K+ 13.99% |
$1.79M - $1.85M
|
287K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
34.9KNew |
$1.78M - $1.84M
|
34.9K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
34.3K+ 5.43% |
$1.75M - $1.81M
|
665K
$34.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33.7K+ 6.01% |
$1.72M - $1.78M
|
594K
$30.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
32.7K+ 3.28% |
$1.67M - $1.73M
|
1.03M
$53.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31.9KNew |
$1.63M - $1.68M
|
31.9K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
31.8K+ 400.9% |
$1.62M - $1.68M
|
39.7K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
30.3K+ 16.65% |
$1.55M - $1.6M
|
213K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 15.68% |
$1.48M - $1.53M
|
214K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
28.3K+ 7.9% |
$1.44M - $1.49M
|
387K
$19.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
27.8K+ 133.3% |
$1.42M - $1.47M
|
48.6K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.1K+ 30.1% |
$1.38M - $1.43M
|
117K
$6.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
26.9K+ 6.71% |
$1.37M - $1.42M
|
428K
$22.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26.8K+ 1.96% |
$1.37M - $1.41M
|
1.39M
$71.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
26.2K+ 60.89% |
$1.33M - $1.38M
|
69.1K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 531.05% |
$1.32M - $1.36M
|
30.7K
$1.58M
|