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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-807- 6.37% |
$39.9K - $41.4K
|
11.9K
$613K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-822- 1.26% |
$40.6K - $42.2K
|
64.2K
$3.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-845- 2.18% |
$41.7K - $43.3K
|
37.9K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-856- 11.42% |
$42.3K - $43.9K
|
6.64K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-859- 1.21% |
$42.4K - $44K
|
69.9K
$3.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-876- 3.75% |
$43.3K - $44.9K
|
22.5K
$1.16M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-905- 66.54% |
$44.7K - $46.4K
|
455
$23.5K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-909- 7.98% |
$44.9K - $46.6K
|
10.5K
$542K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-915- 2.08% |
$45.2K - $46.9K
|
43K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-925- 3.72% |
$45.7K - $47.4K
|
24K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-929- 8.56% |
$45.9K - $47.6K
|
9.93K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-933- 18.7% |
$46.1K - $47.8K
|
4.06K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-948- 0.69% |
$46.8K - $48.6K
|
137K
$7.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-999- 27.08% |
$49.4K - $51.2K
|
2.69K
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1K- 7.63% |
$49.4K - $51.3K
|
12.1K
$626K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.01K- 9.85% |
$49.9K - $51.8K
|
9.25K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.02K- 3.25% |
$50.2K - $52.1K
|
30.3K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.05K- 2.35% |
$51.6K - $53.6K
|
43.5K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.05K- 5.84% |
$51.9K - $53.8K
|
16.9K
$875K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.05K- 1.18% |
$51.9K - $53.8K
|
87.8K
$4.54M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.07K- 9.69% |
$52.8K - $54.8K
|
9.95K
$514K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.1K- 51.29% |
$54.1K - $56.2K
|
1.04K
$53.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.12K- 0.83% |
$55.1K - $57.2K
|
133K
$6.87M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.12K- 13.29% |
$55.3K - $57.4K
|
7.31K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.12K- 1.21% |
$55.5K - $57.6K
|
91.5K
$4.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 14.14% |
$55.7K - $57.8K
|
6.85K
$354K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.14K- 39.45% |
$56.5K - $58.7K
|
1.76K
$90.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.16K- 12.8% |
$57.1K - $59.2K
|
7.87K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.16K- 3.17% |
$57.2K - $59.4K
|
35.4K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 1.12% |
$58.3K - $60.5K
|
104K
$5.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.21K- 3.34% |
$59.6K - $61.9K
|
34.9K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.23K- 8.25% |
$60.8K - $63.1K
|
13.7K
$707K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.27K- 5.91% |
$62.6K - $65K
|
20.2K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.28K- 22.57% |
$63K - $65.4K
|
4.38K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.32K- 14.32% |
$65.3K - $67.8K
|
7.91K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 31.1% |
$69.2K - $71.8K
|
3.1K
$160K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.44K- 24.75% |
$71.3K - $74K
|
4.39K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.48K- 4.3% |
$73.1K - $75.8K
|
32.9K
$1.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.5K- 27.27% |
$74.1K - $76.9K
|
4K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.6K- 5.65% |
$79K - $82K
|
26.7K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.62K- 11.37% |
$79.8K - $82.8K
|
12.6K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.64K- 18.61% |
$80.9K - $83.9K
|
7.16K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.65K- 2.56% |
$81.6K - $84.7K
|
62.9K
$3.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.65K- 5.59% |
$81.7K - $84.8K
|
27.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.67K- 2.35% |
$82.4K - $85.5K
|
69.4K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.73K- 3.0% |
$85.2K - $88.5K
|
55.8K
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.77K- 8.82% |
$87.4K - $90.8K
|
18.3K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.78K- 6.05% |
$88.1K - $91.5K
|
27.7K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.79K- 72.39% |
$88.5K - $91.8K
|
683
$35.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.8K- 21.61% |
$88.9K - $92.3K
|
6.53K
$337K
|