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 |
---|---|---|---|---|---|---|---|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$49.4 - $51.3
|
32.3K
$1.69M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.65% |
$49.4 - $51.3
|
155
$8.08K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1New |
$49.4 - $51.3
|
1
$52.2
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.03% |
$49.4 - $51.3
|
3.4K
$177K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.02% |
$49.4 - $51.3
|
5.15K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2- 0.15% |
$98.8 - $103
|
1.35K
$70.2K
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-7- 0.06% |
$346 - $359
|
12.2K
$636K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 6.92% |
$445 - $462
|
121
$6.31K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-19- 13.77% |
$939 - $974
|
119
$6.21K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-24- 0.29% |
$1.19K - $1.23K
|
8.24K
$430K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-24- 0.29% |
$1.19K - $1.23K
|
8.24K
$430K
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.01% |
$1.33K - $1.38K
|
354K
$18.5M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.55% |
$1.58K - $1.64K
|
2.03K
$106K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.55% |
$1.58K - $1.64K
|
2.03K
$106K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-40- 0.92% |
$1.98K - $2.05K
|
4.33K
$226K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-48- 0.52% |
$2.37K - $2.46K
|
9.2K
$480K
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-49- 0.15% |
$2.42K - $2.51K
|
33.7K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.69% |
$2.52K - $2.62K
|
7.36K
$384K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 18.07% |
$2.96K - $3.08K
|
272
$14.2K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-62- 10.1% |
$3.06K - $3.18K
|
552
$28.8K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-64- 1.45% |
$3.16K - $3.28K
|
4.34K
$226K
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-83- 2.27% |
$4.1K - $4.26K
|
3.58K
$187K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-83- 9.5% |
$4.1K - $4.26K
|
791
$41.3K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-83- 0.12% |
$4.1K - $4.26K
|
70.2K
$3.66M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87- 0.7% |
$4.3K - $4.46K
|
12.3K
$639K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-92- 8.35% |
$4.54K - $4.72K
|
1.01K
$52.7K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92- 1.14% |
$4.54K - $4.72K
|
7.96K
$415K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-99- 0.15% |
$4.89K - $5.08K
|
65.9K
$3.44M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 0.13% |
$4.94K - $5.13K
|
76.7K
$4M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-130- 2.9% |
$6.42K - $6.67K
|
4.35K
$227K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-134- 9.86% |
$6.62K - $6.87K
|
1.23K
$63.9K
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-140- 0.18% |
$6.92K - $7.18K
|
77.7K
$4.05M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-146- 0.12% |
$7.21K - $7.49K
|
121K
$6.29M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-147- 1.35% |
$7.26K - $7.54K
|
10.7K
$561K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-149- 3.95% |
$7.36K - $7.64K
|
3.63K
$189K
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-150- 3.49% |
$7.41K - $7.69K
|
4.14K
$216K
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-160- 2.64% |
$7.9K - $8.2K
|
5.9K
$308K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-160- 2.64% |
$7.9K - $8.2K
|
5.9K
$308K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-172- 0.85% |
$8.5K - $8.82K
|
20.1K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-175- 2.75% |
$8.65K - $8.97K
|
6.2K
$323K
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.79% |
$8.99K - $9.33K
|
6.33K
$330K
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-194- 3.84% |
$9.58K - $9.95K
|
4.86K
$253K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-198- 47.83% |
$9.78K - $10.2K
|
216
$11.3K
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-199- 4.24% |
$9.83K - $10.2K
|
4.49K
$234K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 2.22% |
$9.88K - $10.3K
|
8.82K
$460K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-208- 3.33% |
$10.3K - $10.7K
|
6.05K
$315K
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-212- 1.97% |
$10.5K - $10.9K
|
10.6K
$550K
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-215- 12.73% |
$10.6K - $11K
|
1.47K
$76.9K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-229- 2.93% |
$11.3K - $11.7K
|
7.58K
$396K
|