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
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12.7KNew |
$628K - $652K
|
12.7K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12.6K+ 2.74% |
$622K - $646K
|
473K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.3K+ 49.13% |
$606K - $629K
|
37.2K
$1.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
12.2KNew |
$601K - $623K
|
12.2K
$631K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.9KNew |
$590K - $612K
|
11.9K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11.9K+ 2.98% |
$588K - $611K
|
411K
$21.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
11.5K+ 6.99% |
$570K - $592K
|
177K
$9.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.3K+ 83.51% |
$559K - $580K
|
24.8K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
11.1K+ 70.92% |
$549K - $570K
|
26.8K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
11K+ 4.75% |
$546K - $566K
|
243K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.9K+ 17.07% |
$537K - $558K
|
74.6K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 0.81% |
$533K - $554K
|
1.34M
$69.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.5KNew |
$520K - $539K
|
10.5K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
10.4KNew |
$511K - $531K
|
10.4K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10.2K+ 56.16% |
$503K - $522K
|
28.3K
$1.47M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
9.81KNew |
$485K - $503K
|
9.81K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.66K+ 6.7% |
$477K - $495K
|
154K
$7.99M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9.65KNew |
$477K - $495K
|
9.65K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9.62KNew |
$475K - $493K
|
9.62K
$499K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.43KNew |
$466K - $483K
|
9.43K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.32K+ 54.39% |
$461K - $478K
|
26.5K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.93K+ 4.79% |
$441K - $458K
|
196K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
8.88K+ 6.65% |
$439K - $455K
|
142K
$7.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
8.83K+ 2.0% |
$436K - $453K
|
450K
$23.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.82KNew |
$436K - $452K
|
8.82K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8.73K+ 3.92% |
$431K - $448K
|
231K
$12M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.69K+ 3.79% |
$429K - $446K
|
238K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.48K+ 3.65% |
$419K - $435K
|
241K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.4K+ 5.59% |
$415K - $431K
|
159K
$8.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.39K+ 1.44% |
$414K - $430K
|
590K
$30.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.25K+ 9.1% |
$408K - $423K
|
99K
$5.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.02K+ 91.55% |
$396K - $411K
|
16.8K
$871K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
7.77KNew |
$384K - $399K
|
7.77K
$404K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.75KNew |
$383K - $397K
|
7.75K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.7KNew |
$380K - $395K
|
7.7K
$400K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.65K+ 7.64% |
$378K - $392K
|
108K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.64K+ 18.38% |
$378K - $392K
|
49.2K
$2.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
7.64K+ 0.86% |
$377K - $392K
|
894K
$46.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.61K+ 16.15% |
$376K - $390K
|
54.7K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.54KNew |
$372K - $387K
|
7.54K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.5KNew |
$371K - $385K
|
7.5K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.38K+ 2.27% |
$364K - $378K
|
333K
$17.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 6.78% |
$362K - $376K
|
115K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.28KNew |
$360K - $374K
|
7.28K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.21K+ 6.24% |
$356K - $370K
|
123K
$6.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.97K+ 6.11% |
$344K - $357K
|
121K
$6.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.92KNew |
$342K - $355K
|
6.92K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.89K+ 0.29% |
$340K - $353K
|
2.35M
$122M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.84KNew |
$338K - $351K
|
6.84K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.84KNew |
$338K - $351K
|
6.84K
$355K
|