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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-95.8K- 99.12% |
$4.73M - $4.91M
|
848
$44.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-99.7K- 25.87% |
$4.93M - $5.11M
|
286K
$14.9M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-100K- 38.36% |
$4.94M - $5.13M
|
161K
$8.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-100K- 33.39% |
$4.96M - $5.15M
|
200K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-106K- 4.13% |
$5.24M - $5.44M
|
2.47M
$129M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-107K- 44.68% |
$5.29M - $5.49M
|
133K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-111K- 20.16% |
$5.48M - $5.68M
|
439K
$22.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-113K- 61.64% |
$5.58M - $5.79M
|
70.3K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 16.31% |
$5.68M - $5.89M
|
589K
$30.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137K- 94.89% |
$6.78M - $7.04M
|
7.39K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-141K- 87.09% |
$6.97M - $7.23M
|
20.9K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-154K- 51.97% |
$7.59M - $7.88M
|
142K
$7.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-167K- 68.83% |
$8.24M - $8.55M
|
75.5K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-167K- 4.39% |
$8.27M - $8.58M
|
3.64M
$190M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-177K- 57.7% |
$8.74M - $9.07M
|
130K
$6.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-220K- 41.56% |
$10.9M - $11.3M
|
310K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-222K- 22.64% |
$11M - $11.4M
|
759K
$39.6M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-225K- 98.05% |
$11.1M - $11.5M
|
4.48K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-237K- 22.52% |
$11.7M - $12.2M
|
816K
$42.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-265K- 87.73% |
$13.1M - $13.6M
|
37K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-341K- 3.79% |
$16.9M - $17.5M
|
8.65M
$451M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-354K- 7.52% |
$17.5M - $18.2M
|
4.36M
$227M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-374K- 81.42% |
$18.5M - $19.2M
|
85.4K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-403K- 3.0% |
$19.9M - $20.7M
|
13M
$680M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-416K- 96.44% |
$20.6M - $21.4M
|
15.3K
$801K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-432K- 22.57% |
$21.3M - $22.1M
|
1.48M
$77.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-503K- 2.03% |
$24.9M - $25.8M
|
24.3M
$1.27B
|
|
|
Feb 12, 2024
Q4 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-519K- 9.49% |
$25.6M - $26.6M
|
4.95M
$258M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-542K- 38.01% |
$26.8M - $27.8M
|
885K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-621K- 5.91% |
$30.7M - $31.9M
|
9.9M
$516M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-623K- 57.0% |
$30.8M - $31.9M
|
470K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-631K- 98.35% |
$31.2M - $32.3M
|
10.6K
$553K
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-690K- 57.17% |
$34.1M - $35.4M
|
517K
$26.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-693K- 97.67% |
$34.2M - $35.5M
|
16.5K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-907K- 44.79% |
$44.8M - $46.5M
|
1.12M
$58.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.43M- 94.87% |
$70.7M - $73.4M
|
77.4K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.43M- 13.07% |
$70.7M - $73.4M
|
9.52M
$497M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.18M- 16.73% |
$108M - $112M
|
10.9M
$567M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.26M- 29.02% |
$112M - $116M
|
5.53M
$288M
|
|
|
Feb 12, 2024
Q4 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-5.92M- 27.76% |
$292M - $304M
|
15.4M
$804M
|