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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
620+ 8.67% |
$31.6K - $32.7K
|
7.77K
$400K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
603+ 4.13% |
$30.8K - $31.8K
|
15.2K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
602+ 4.45% |
$30.7K - $31.7K
|
14.1K
$728K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
592+ 1.86% |
$30.2K - $31.2K
|
32.4K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
590+ 2.05% |
$30.1K - $31.1K
|
29.4K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
590+ 4.34% |
$30.1K - $31.1K
|
14.2K
$732K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
586+ 1.52% |
$29.9K - $30.9K
|
39.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
555+ 0.43% |
$28.3K - $29.3K
|
129K
$6.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
554New |
$28.3K - $29.2K
|
554
$28.6K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
537+ 7.93% |
$27.4K - $28.3K
|
7.31K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
523+ 12.28% |
$26.7K - $27.6K
|
4.78K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
508+ 3.52% |
$25.9K - $26.8K
|
14.9K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
496+ 0.25% |
$25.3K - $26.2K
|
198K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
492+ 11.99% |
$25.1K - $25.9K
|
4.6K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
468+ 1.1% |
$23.9K - $24.7K
|
42.9K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
465+ 0.37% |
$23.7K - $24.5K
|
126K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
432+ 1.15% |
$22K - $22.8K
|
38.1K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
415+ 0.8% |
$21.2K - $21.9K
|
52.4K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
395+ 0.56% |
$20.2K - $20.8K
|
71.1K
$3.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
365+ 28.72% |
$18.6K - $19.3K
|
1.64K
$84.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
350New |
$17.9K - $18.5K
|
350
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
344+ 2.78% |
$17.6K - $18.1K
|
12.7K
$657K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
336+ 5.6% |
$17.1K - $17.7K
|
6.34K
$327K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
310+ 7.34% |
$15.8K - $16.3K
|
4.53K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300+ 165.75% |
$15.3K - $15.8K
|
481
$24.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
300New |
$15.3K - $15.8K
|
300
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
297+ 0.34% |
$15.2K - $15.7K
|
87.1K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
274+ 1.02% |
$14K - $14.5K
|
27.1K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
266+ 5.91% |
$13.6K - $14K
|
4.77K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
266+ 4.36% |
$13.6K - $14K
|
6.37K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240+ 4.76% |
$12.2K - $12.7K
|
5.29K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
230+ 0.58% |
$11.7K - $12.1K
|
39.6K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
221+ 93.64% |
$11.3K - $11.7K
|
457
$23.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
220+ 400.0% |
$11.2K - $11.6K
|
275
$14.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
206+ 3.62% |
$10.5K - $10.9K
|
5.89K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
198+ 0.81% |
$10.1K - $10.4K
|
24.7K
$1.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
190+ 4.4% |
$9.69K - $10K
|
4.5K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
187+ 0.02% |
$9.54K - $9.86K
|
843K
$43.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
179+ 0.66% |
$9.13K - $9.44K
|
27.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
178+ 1.58% |
$9.08K - $9.39K
|
11.5K
$591K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
178+ 0.1% |
$9.08K - $9.39K
|
171K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
167+ 0.55% |
$8.52K - $8.81K
|
30.6K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
166New |
$8.47K - $8.75K
|
166
$8.56K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
165New |
$8.42K - $8.7K
|
165
$8.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.09K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
156+ 1.02% |
$7.96K - $8.23K
|
15.4K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
147+ 1.3% |
$7.5K - $7.75K
|
11.4K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
146+ 2.9% |
$7.45K - $7.7K
|
5.19K
$267K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
128+ 2.0% |
$6.53K - $6.75K
|
6.51K
$336K
|