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
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.66K+ 1.8% |
$84.7K - $87.6K
|
93.9K
$4.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.66K+ 4.9% |
$84.4K - $87.3K
|
35.4K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.47% |
$83.2K - $86K
|
15.8K
$817K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.71% |
$82.3K - $85.1K
|
45.1K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.58K+ 283.27% |
$80.4K - $83.1K
|
2.13K
$110K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.56K+ 1.09% |
$79.7K - $82.4K
|
145K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.52K+ 6.79% |
$77.3K - $80K
|
23.9K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.49K+ 3.88% |
$76.2K - $78.7K
|
39.9K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.48K+ 3.68% |
$75.4K - $77.9K
|
41.7K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.43K+ 2.69% |
$72.7K - $75.2K
|
54.4K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.29K+ 6.73% |
$65.9K - $68.1K
|
20.5K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.25K+ 57.93% |
$63.6K - $65.7K
|
3.4K
$175K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.24K+ 9.57% |
$63K - $65.1K
|
14.1K
$729K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.2K+ 0.63% |
$61.4K - $63.4K
|
193K
$9.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.2K+ 3.06% |
$61.3K - $63.4K
|
40.5K
$2.09M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.17KNew |
$59.7K - $61.7K
|
1.17K
$60.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.39% |
$59.6K - $61.7K
|
299K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.16K+ 0.19% |
$59K - $61K
|
597K
$30.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.12K+ 40.32% |
$56.9K - $58.9K
|
3.88K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.09K+ 1.1% |
$55.6K - $57.4K
|
101K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1K+ 22.68% |
$51K - $52.7K
|
5.41K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
970New |
$49.5K - $51.2K
|
970
$50K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
956New |
$48.8K - $50.4K
|
956
$49.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
935+ 0.73% |
$47.7K - $49.3K
|
129K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
925+ 7.58% |
$47.2K - $48.8K
|
13.1K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
918+ 0.71% |
$46.8K - $48.4K
|
129K
$6.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
917+ 3.4% |
$46.8K - $48.4K
|
27.9K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
904+ 66.81% |
$46.1K - $47.7K
|
2.26K
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
892+ 0.06% |
$45.5K - $47K
|
1.49M
$76.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
874+ 10.94% |
$44.6K - $46.1K
|
8.87K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 8.2% |
$43.8K - $45.3K
|
11.3K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
852+ 0.94% |
$43.5K - $44.9K
|
91.2K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850+ 3.19% |
$43.4K - $44.8K
|
27.5K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
809New |
$41.3K - $42.7K
|
809
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
800+ 9.5% |
$40.8K - $42.2K
|
9.22K
$475K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
793+ 7.51% |
$40.5K - $41.8K
|
11.4K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
779+ 2.08% |
$39.7K - $41.1K
|
38.3K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
758New |
$38.7K - $40K
|
758
$39.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
721+ 5.37% |
$36.8K - $38K
|
14.1K
$729K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
713+ 1.06% |
$36.4K - $37.6K
|
68.2K
$3.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
713+ 3.22% |
$36.4K - $37.6K
|
22.9K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
710+ 2.31% |
$36.2K - $37.4K
|
31.4K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
699+ 1.09% |
$35.7K - $36.9K
|
65K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
685+ 4.99% |
$34.9K - $36.1K
|
14.4K
$743K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
673+ 1.72% |
$34.3K - $35.5K
|
39.7K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
671+ 7.78% |
$34.2K - $35.4K
|
9.29K
$479K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
654+ 11.08% |
$33.4K - $34.5K
|
6.56K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
643+ 16.17% |
$32.8K - $33.9K
|
4.62K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
633+ 0.89% |
$32.3K - $33.4K
|
71.8K
$3.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
626+ 0.94% |
$31.9K - $33K
|
67.3K
$3.47M
|