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
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.6K- 44.58% |
$1.27M - $1.31M
|
31.9K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-26K- 8.95% |
$1.29M - $1.34M
|
265K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.6K- 22.62% |
$1.31M - $1.36M
|
91K
$4.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-27.6K- 10.84% |
$1.37M - $1.42M
|
227K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-28.5K- 16.24% |
$1.41M - $1.46M
|
147K
$7.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-28.7K- 8.9% |
$1.42M - $1.47M
|
294K
$15.3M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-29.4K- 92.12% |
$1.45M - $1.51M
|
2.51K
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-30.4K- 9.75% |
$1.5M - $1.56M
|
281K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-30.7K- 21.02% |
$1.52M - $1.57M
|
115K
$5.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-31.6K- 12.53% |
$1.56M - $1.62M
|
221K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-31.8K- 2.01% |
$1.57M - $1.63M
|
1.55M
$80.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.9K- 66.9% |
$1.58M - $1.64M
|
15.8K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.3K- 8.18% |
$1.65M - $1.71M
|
374K
$19.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-33.4K- 1.59% |
$1.65M - $1.71M
|
2.07M
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-34.5K- 15.95% |
$1.7M - $1.77M
|
182K
$9.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-34.6K- 10.24% |
$1.71M - $1.78M
|
303K
$15.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-36K- 80.28% |
$1.78M - $1.85M
|
8.85K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-36.6K- 13.39% |
$1.81M - $1.88M
|
237K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38.3K- 49.46% |
$1.89M - $1.96M
|
39.1K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-38.5K- 43.87% |
$1.9M - $1.98M
|
49.3K
$2.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-39.3K- 7.1% |
$1.94M - $2.02M
|
515K
$26.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-40.8K- 52.73% |
$2.02M - $2.09M
|
36.6K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.6K- 18.02% |
$2.1M - $2.18M
|
194K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-45.2K- 45.24% |
$2.23M - $2.32M
|
54.7K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-51.1K- 17.46% |
$2.52M - $2.62M
|
242K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51.7K- 74.22% |
$2.55M - $2.65M
|
18K
$933K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-52K- 50.12% |
$2.57M - $2.67M
|
51.7K
$2.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-52.9K- 61.18% |
$2.61M - $2.71M
|
33.6K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-56.2K- 16.78% |
$2.77M - $2.88M
|
279K
$14.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-59.1K- 45.28% |
$2.92M - $3.03M
|
71.4K
$3.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-59.8K- 18.46% |
$2.95M - $3.07M
|
264K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-60K- 50.0% |
$2.96M - $3.08M
|
60K
$3.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-62.2K- 37.28% |
$3.07M - $3.19M
|
105K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-63.1K- 5.03% |
$3.11M - $3.23M
|
1.19M
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-64.4K- 25.23% |
$3.18M - $3.3M
|
191K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-65.8K- 27.82% |
$3.25M - $3.38M
|
171K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-67.5K- 44.15% |
$3.33M - $3.46M
|
85.4K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-68.7K- 37.71% |
$3.4M - $3.52M
|
114K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-74.5K- 29.91% |
$3.68M - $3.82M
|
174K
$9.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-77.9K- 27.93% |
$3.85M - $4M
|
201K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-79.1K- 6.26% |
$3.91M - $4.05M
|
1.18M
$61.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-82.1K- 78.69% |
$4.05M - $4.21M
|
22.2K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-83.1K- 17.51% |
$4.1M - $4.26M
|
391K
$20.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-91.4K- 94.4% |
$4.52M - $4.69M
|
5.42K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-95.8K- 99.12% |
$4.73M - $4.91M
|
848
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-99.7K- 25.87% |
$4.93M - $5.11M
|
286K
$14.8M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-100K- 38.36% |
$4.94M - $5.13M
|
161K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100K- 33.39% |
$4.96M - $5.15M
|
200K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-106K- 4.13% |
$5.24M - $5.44M
|
2.47M
$128M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-107K- 44.68% |
$5.29M - $5.49M
|
133K
$6.88M
|