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 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.91KNew |
$404K - $417K
|
7.91K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.87K+ 0.85% |
$401K - $415K
|
936K
$48.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.75K+ 3.76% |
$395K - $409K
|
214K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.35KNew |
$375K - $388K
|
7.35K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
7.16KNew |
$365K - $378K
|
7.16K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
7.02K+ 52.7% |
$358K - $370K
|
20.3K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.95K+ 4.17% |
$354K - $366K
|
173K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.93K+ 14.42% |
$354K - $366K
|
55K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
6.76K+ 160.45% |
$345K - $356K
|
11K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.73K+ 4.44% |
$343K - $355K
|
158K
$8.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.6K+ 3.4% |
$337K - $348K
|
200K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
6.52KNew |
$333K - $344K
|
6.52K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.41KNew |
$327K - $338K
|
6.41K
$332K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
6.39K+ 2.53% |
$326K - $337K
|
259K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.18KNew |
$315K - $326K
|
6.18K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.09KNew |
$311K - $321K
|
6.09K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6K+ 20.24% |
$306K - $316K
|
35.6K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
5.92KNew |
$302K - $312K
|
5.92K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.72K+ 15.46% |
$292K - $302K
|
42.7K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.7KNew |
$291K - $301K
|
5.7K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.63K+ 79.52% |
$287K - $297K
|
12.7K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.6KNew |
$286K - $295K
|
5.6K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.57KNew |
$284K - $293K
|
5.57K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.54KNew |
$282K - $292K
|
5.54K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
5.53K+ 1.86% |
$282K - $292K
|
302K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.45K+ 2.87% |
$278K - $287K
|
195K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.34KNew |
$272K - $282K
|
5.34K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.26K+ 8.91% |
$269K - $278K
|
64.4K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.23K+ 7.78% |
$267K - $276K
|
72.4K
$3.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.19K+ 45.93% |
$265K - $273K
|
16.5K
$855K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.16KNew |
$263K - $272K
|
5.16K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
5.15K+ 3.5% |
$263K - $272K
|
152K
$7.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.12K+ 1.25% |
$261K - $270K
|
413K
$21.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.09K+ 196.98% |
$259K - $268K
|
7.67K
$398K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.06K+ 6.94% |
$258K - $267K
|
77.9K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.97K+ 20.24% |
$253K - $262K
|
29.5K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 109.92% |
$252K - $260K
|
9.42K
$489K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.88KNew |
$249K - $257K
|
4.88K
$253K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
4.86K+ 3.96% |
$248K - $257K
|
128K
$6.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.84K+ 1.98% |
$247K - $255K
|
249K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.83K+ 144.08% |
$247K - $255K
|
8.19K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4.73K+ 4.94% |
$241K - $249K
|
100K
$5.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.72KNew |
$241K - $249K
|
4.72K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.62K+ 12.38% |
$236K - $244K
|
41.9K
$2.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.31KNew |
$220K - $227K
|
4.31K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$211K - $218K
|
4.14K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.07K+ 0.78% |
$207K - $214K
|
528K
$27.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.04KNew |
$206K - $213K
|
4.04K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.02K+ 2.08% |
$205K - $212K
|
197K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 4.31% |
$200K - $206K
|
94.7K
$4.91M
|