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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
150+ 0.3% |
$7.41K - $7.69K
|
50.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
145New |
$7.16K - $7.44K
|
145
$7.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
141+ 0.22% |
$6.97K - $7.23K
|
63.8K
$3.32M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
138+ 17.9% |
$6.82K - $7.08K
|
909
$47.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$5.93K - $6.15K
|
120
$6.23K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
120+ 0.21% |
$5.93K - $6.15K
|
57.4K
$2.98M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
118New |
$5.83K - $6.05K
|
118
$6.13K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
105+ 24.76% |
$5.19K - $5.38K
|
529
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
100New |
$4.94K - $5.13K
|
100
$5.19K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85New |
$4.2K - $4.36K
|
85
$4.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
80+ 0.86% |
$3.95K - $4.1K
|
9.33K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.9K - $4.05K
|
79
$4.1K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
71+ 1.5% |
$3.51K - $3.64K
|
4.8K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
63+ 1.09% |
$3.11K - $3.23K
|
5.83K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
60+ 1.22% |
$2.96K - $3.08K
|
4.99K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
60+ 0.45% |
$2.96K - $3.08K
|
13.4K
$695K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
60+ 7.31% |
$2.96K - $3.08K
|
881
$45.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
55+ 0.57% |
$2.72K - $2.82K
|
9.79K
$508K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
55New |
$2.72K - $2.82K
|
55
$2.86K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54+ 9.11% |
$2.67K - $2.77K
|
647
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
54+ 1.21% |
$2.67K - $2.77K
|
4.51K
$234K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
50+ 1.23% |
$2.47K - $2.56K
|
4.1K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
48New |
$2.37K - $2.46K
|
48
$2.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
40+ 0.32% |
$1.98K - $2.05K
|
12.4K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
38+ 0.47% |
$1.88K - $1.95K
|
8.21K
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
30+ 0.21% |
$1.48K - $1.54K
|
14.6K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.01% |
$1.14K - $1.18K
|
164K
$8.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 1.23% |
$1.04K - $1.08K
|
1.74K
$90.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 2.8% |
$988 - $1.03K
|
735
$38.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
18+ 0.3% |
$889 - $923
|
6K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 1.02% |
$692 - $718
|
1.38K
$71.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
14New |
$692 - $718
|
14
$727
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
11+ 0.03% |
$543 - $564
|
32.2K
$1.67M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9+ 0.11% |
$445 - $462
|
8.15K
$423K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9+ 0.16% |
$445 - $462
|
5.63K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 1.14% |
$395 - $410
|
710
$36.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 1.16% |
$346 - $359
|
613
$31.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.28% |
$198 - $205
|
316
$16.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$198 - $205
|
1.13K
$58.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3+ 1.21% |
$148 - $154
|
251
$13K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 1.56% |
$148 - $154
|
195
$10.1K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.49% |
$148 - $154
|
205
$10.6K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.12% |
$148 - $154
|
272
$14.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2New |
$98.8 - $103
|
2
$104
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.04% |
$98.8 - $103
|
195
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$49.4 - $51.3
|
3.4K
$177K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1New |
$49.4 - $51.3
|
1
$51.9
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$49.4 - $51.3
|
32.3K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.65% |
$49.4 - $51.3
|
155
$8.05K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|