Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2024
Q4 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
4.95MNew |
$245M - $254M
|
4.95M
$257M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58M+ 328.07% |
$128M - $132M
|
3.37M
$175M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.92MNew |
$94.7M - $98.3M
|
1.92M
$99.5M
|
|
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.43M+ 1850.27% |
$70.7M - $73.4M
|
1.51M
$78.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.13MNew |
$55.6M - $57.7M
|
1.13M
$58.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
865K+ 15.14% |
$42.7M - $44.4M
|
6.58M
$342M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
814KNew |
$40.2M - $41.7M
|
814K
$42.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
812KNew |
$40.1M - $41.6M
|
812K
$42.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
786K+ 8.99% |
$38.8M - $40.3M
|
9.52M
$495M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
784K+ 51.63% |
$38.7M - $40.2M
|
2.3M
$120M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
720K+ 2178.07% |
$35.6M - $36.9M
|
753K
$39.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
676K+ 3.75% |
$33.4M - $34.7M
|
18.7M
$972M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
638KNew |
$31.5M - $32.7M
|
638K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
624K+ 184.05% |
$30.8M - $32M
|
964K
$50M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
585K+ 7.59% |
$28.9M - $30M
|
8.29M
$430M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
577K+ 15.72% |
$28.5M - $29.6M
|
4.25M
$221M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
381KNew |
$18.8M - $19.5M
|
381K
$19.8M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
346K+ 1035.56% |
$17.1M - $17.8M
|
380K
$19.7M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
346K+ 1035.56% |
$17.1M - $17.8M
|
380K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
289KNew |
$14.3M - $14.8M
|
289K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
282K+ 418.46% |
$13.9M - $14.4M
|
349K
$18.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
252KNew |
$12.4M - $12.9M
|
252K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
230KNew |
$11.3M - $11.8M
|
230K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220K+ 10.05% |
$10.9M - $11.3M
|
2.41M
$125M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
200KNew |
$9.88M - $10.3M
|
200K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
191KNew |
$9.42M - $9.78M
|
191K
$9.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
188KNew |
$9.27M - $9.62M
|
188K
$9.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
176KNew |
$8.69M - $9.02M
|
176K
$9.13M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
166K+ 6.29% |
$8.21M - $8.52M
|
2.81M
$146M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
165K+ 20.77% |
$8.14M - $8.45M
|
958K
$49.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
164KNew |
$8.09M - $8.4M
|
164K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
162K+ 119.68% |
$8.01M - $8.31M
|
298K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
155K+ 71.49% |
$7.68M - $7.97M
|
373K
$19.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
152K+ 18127.24% |
$7.5M - $7.78M
|
153K
$7.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
150K+ 51.37% |
$7.43M - $7.71M
|
443K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
149K+ 15.18% |
$7.36M - $7.64M
|
1.13M
$58.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
145K+ 78.9% |
$7.16M - $7.44M
|
329K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
140KNew |
$6.93M - $7.19M
|
140K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
140KNew |
$6.92M - $7.18M
|
140K
$7.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
139K+ 52.18% |
$6.86M - $7.12M
|
405K
$21M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
134K+ 4.08% |
$6.64M - $6.9M
|
3.43M
$178M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
124K+ 45.87% |
$6.15M - $6.38M
|
396K
$20.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
121K+ 865.09% |
$5.99M - $6.22M
|
135K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
107K+ 70.99% |
$5.27M - $5.47M
|
257K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
106K+ 7.62% |
$5.21M - $5.41M
|
1.49M
$77.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104K+ 4.73% |
$5.12M - $5.31M
|
2.29M
$119M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
103KNew |
$5.11M - $5.31M
|
103K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
101KNew |
$4.97M - $5.16M
|
101K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
99.9K+ 22.71% |
$4.94M - $5.12M
|
540K
$28M
|
|
|
Feb 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
96.6K+ 100.0% |
$4.77M - $4.96M
|
193K
$10M
|