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 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 16.04% |
$498K - $517K
|
52.7K
$2.74M
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 20.8% |
$548K - $568K
|
42.2K
$2.19M
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-11.1K- 10.15% |
$548K - $569K
|
98.2K
$5.1M
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-11.1K- 4.92% |
$550K - $571K
|
215K
$11.2M
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.5K- 15.36% |
$569K - $590K
|
63.4K
$3.29M
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.5K- 14.09% |
$570K - $591K
|
70.3K
$3.65M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 11.58% |
$594K - $617K
|
91.8K
$4.77M
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-12.2K- 7.08% |
$601K - $624K
|
160K
$8.29M
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-12.4K- 2.08% |
$611K - $634K
|
583K
$30.3M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 14.61% |
$616K - $639K
|
72.8K
$3.78M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12.8K- 47.12% |
$631K - $656K
|
14.3K
$745K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.8K- 95.52% |
$632K - $656K
|
600
$31.2K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.9K- 6.59% |
$636K - $660K
|
182K
$9.47M
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-13.1K- 4.63% |
$646K - $670K
|
269K
$14M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-13.1K- 20.2% |
$647K - $672K
|
51.7K
$2.69M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.1K- 51.98% |
$649K - $674K
|
12.1K
$631K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13.3K- 60.05% |
$658K - $683K
|
8.86K
$460K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13.7K- 1.67% |
$676K - $702K
|
808K
$42M
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-13.8K- 5.11% |
$680K - $706K
|
256K
$13.3M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.9K- 2.94% |
$689K - $715K
|
460K
$23.9M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-13.9K- 30.97% |
$689K - $715K
|
31.1K
$1.61M
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14.7K- 24.87% |
$726K - $753K
|
44.4K
$2.3M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 10.24% |
$733K - $761K
|
130K
$6.76M
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-15.1K- 82.11% |
$744K - $772K
|
3.28K
$170K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 0.34% |
$745K - $774K
|
4.45M
$231M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-15.2K- 54.65% |
$748K - $777K
|
12.6K
$653K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3K- 9.99% |
$755K - $783K
|
138K
$7.15M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-15.9K- 10.59% |
$786K - $816K
|
134K
$6.98M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16K- 3.68% |
$790K - $820K
|
418K
$21.7M
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-17.2K- 9.31% |
$850K - $882K
|
168K
$8.71M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-17.3K- 3.34% |
$852K - $885K
|
499K
$25.9M
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-17.5K- 2.08% |
$866K - $899K
|
827K
$42.9M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17.6K- 1.18% |
$870K - $903K
|
1.48M
$76.7M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17.8K- 8.44% |
$880K - $914K
|
193K
$10M
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-17.9K- 31.27% |
$884K - $918K
|
39.3K
$2.04M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.2K- 18.6% |
$899K - $933K
|
79.6K
$4.14M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20K- 12.05% |
$989K - $1.03M
|
146K
$7.59M
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-20.7K- 24.49% |
$1.02M - $1.06M
|
63.7K
$3.31M
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-20.8K- 4.78% |
$1.03M - $1.07M
|
414K
$21.5M
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21.8K- 4.78% |
$1.08M - $1.12M
|
434K
$22.5M
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-21.8K- 4.82% |
$1.08M - $1.12M
|
431K
$22.4M
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.8K- 1.42% |
$1.08M - $1.12M
|
1.51M
$78.5M
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-22.2K- 61.18% |
$1.1M - $1.14M
|
14.1K
$733K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.4K- 42.7% |
$1.11M - $1.15M
|
30.1K
$1.56M
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-22.8K- 83.12% |
$1.13M - $1.17M
|
4.64K
$241K
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-24K- 39.13% |
$1.19M - $1.23M
|
37.3K
$1.94M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-24.6K- 2.46% |
$1.21M - $1.26M
|
973K
$50.5M
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-24.9K- 31.46% |
$1.23M - $1.28M
|
54.3K
$2.82M
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-25.1K- 9.23% |
$1.24M - $1.29M
|
247K
$12.8M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 34.83% |
$1.25M - $1.29M
|
47.2K
$2.45M
|