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 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
24.9KNew |
$1.27M - $1.31M
|
24.9K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
24.9K+ 1.06% |
$1.27M - $1.31M
|
2.38M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
24.3K+ 10.67% |
$1.24M - $1.28M
|
252K
$13.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
23.6K+ 13.08% |
$1.2M - $1.24M
|
204K
$10.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
23.1K+ 10.66% |
$1.18M - $1.22M
|
240K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
23.1K+ 162.99% |
$1.18M - $1.22M
|
37.3K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22.8K+ 3.82% |
$1.16M - $1.2M
|
619K
$32.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
22.7K+ 29.11% |
$1.16M - $1.19M
|
100K
$5.21M
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.3K+ 138.03% |
$1.14M - $1.18M
|
38.5K
$2M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
21.7K+ 6.43% |
$1.11M - $1.15M
|
360K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20K+ 1.78% |
$1.02M - $1.05M
|
1.15M
$59.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.9K+ 35.43% |
$1.02M - $1.05M
|
76.2K
$3.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 2.83% |
$981K - $1.01M
|
697K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.2K+ 6.01% |
$930K - $962K
|
322K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 11.4% |
$928K - $959K
|
178K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.8K+ 201.09% |
$911K - $941K
|
26.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17.1KNew |
$873K - $903K
|
17.1K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17K+ 2.68% |
$867K - $896K
|
650K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 3.12% |
$836K - $864K
|
541K
$28.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16.1K+ 9.92% |
$821K - $848K
|
178K
$9.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.5K+ 1741.03% |
$792K - $819K
|
16.4K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
15.5K+ 4.28% |
$790K - $816K
|
377K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 1335.29% |
$718K - $742K
|
15.1K
$785K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.6K+ 54.82% |
$692K - $715K
|
38.3K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13.3K+ 8.39% |
$676K - $699K
|
171K
$8.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
13.2K+ 4.63% |
$672K - $695K
|
298K
$15.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
13.1K+ 1.42% |
$666K - $688K
|
935K
$48.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.9KNew |
$658K - $680K
|
12.9K
$669K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3K+ 4.41% |
$626K - $647K
|
290K
$15.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2KNew |
$621K - $642K
|
12.2K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
12K+ 675.92% |
$611K - $632K
|
13.8K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
11.7K+ 10.23% |
$597K - $617K
|
126K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.4KNew |
$582K - $602K
|
11.4K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
11.1K+ 2.29% |
$568K - $587K
|
497K
$25.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 8.87% |
$565K - $584K
|
136K
$7.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.8K+ 4.26% |
$553K - $572K
|
265K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
10.7K+ 4.43% |
$546K - $564K
|
252K
$13.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 24.35% |
$540K - $559K
|
54.1K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.5K+ 40.23% |
$534K - $552K
|
36.5K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 97.36% |
$520K - $538K
|
20.7K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.1K+ 15.24% |
$515K - $532K
|
76.3K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.59K+ 11.75% |
$489K - $506K
|
91.2K
$4.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.5K+ 2.23% |
$485K - $501K
|
435K
$22.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.42KNew |
$481K - $497K
|
9.42K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
9.18K+ 3.53% |
$468K - $484K
|
269K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.9KNew |
$454K - $470K
|
8.9K
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
8.67K+ 25.33% |
$442K - $457K
|
42.9K
$2.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
8.6KNew |
$439K - $454K
|
8.6K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.48K+ 162.93% |
$433K - $447K
|
13.7K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.34K+ 112.83% |
$425K - $440K
|
15.7K
$816K
|