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
|
Hemington Wealth Management
|
BUY
|
- |
3.9KNew |
$199K - $205K
|
3.9K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.82K+ 18.42% |
$195K - $202K
|
24.6K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81KNew |
$195K - $201K
|
3.81K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.8KNew |
$194K - $201K
|
3.8K
$196K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 1.74% |
$192K - $199K
|
221K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.76K+ 8.76% |
$192K - $198K
|
46.6K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.75K+ 4.55% |
$191K - $198K
|
86K
$4.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.67K+ 0.95% |
$187K - $193K
|
390K
$20.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.63K+ 13.66% |
$185K - $191K
|
30.2K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 4.0% |
$181K - $187K
|
92K
$4.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.48KNew |
$178K - $184K
|
3.48K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 51.93% |
$177K - $183K
|
10.2K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.44K+ 35.23% |
$176K - $181K
|
13.2K
$681K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.37K+ 58.03% |
$172K - $177K
|
9.16K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.26K+ 2.26% |
$166K - $172K
|
147K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.26K+ 81.81% |
$166K - $172K
|
7.24K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.2K+ 1986.96% |
$163K - $169K
|
3.36K
$173K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.15K+ 4.13% |
$161K - $166K
|
79.5K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.14K+ 5.23% |
$160K - $165K
|
63.1K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.11K+ 5.1% |
$159K - $164K
|
64.1K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3K+ 5.68% |
$153K - $158K
|
55.8K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.98K+ 10.74% |
$152K - $157K
|
30.7K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.9K+ 7.8% |
$148K - $153K
|
40.1K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.65K+ 3.32% |
$135K - $140K
|
82.6K
$4.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63K+ 2.26% |
$134K - $139K
|
119K
$6.13M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.62K+ 13.17% |
$134K - $138K
|
22.5K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 12.01% |
$126K - $130K
|
23K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.46KNew |
$126K - $130K
|
2.46K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.4K+ 42.83% |
$122K - $127K
|
8K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.38K+ 14.33% |
$121K - $125K
|
19K
$978K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36K+ 7.43% |
$120K - $124K
|
34.1K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.32K+ 14.82% |
$118K - $122K
|
18K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.26K+ 4.61% |
$115K - $119K
|
51.3K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.25K+ 23.42% |
$115K - $119K
|
11.9K
$611K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.19KNew |
$112K - $116K
|
2.19K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 3.15% |
$111K - $115K
|
71.5K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 3.03% |
$110K - $114K
|
73.4K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.15K+ 39.67% |
$110K - $113K
|
7.57K
$390K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13KNew |
$109K - $112K
|
2.13K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 2.08% |
$109K - $112K
|
105K
$5.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.07K+ 3.21% |
$106K - $109K
|
66.6K
$3.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.97KNew |
$101K - $104K
|
1.97K
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.93KNew |
$98.6K - $102K
|
1.93K
$99.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.86K+ 1.22% |
$95.1K - $98.3K
|
154K
$7.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.8K+ 0.68% |
$91.9K - $95K
|
266K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.78K+ 10.55% |
$90.6K - $93.7K
|
18.6K
$959K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.76K+ 5.01% |
$90K - $93K
|
37K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.76K+ 7.15% |
$89.8K - $92.8K
|
26.4K
$1.36M
|