Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.23K- 5.49% |
$62.8K - $63.5K
|
21.2K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.25K- 74.72% |
$63.8K - $64.5K
|
424
$22.2K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.27K- 2.24% |
$64.5K - $65.1K
|
55.2K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.29K- 3.84% |
$65.8K - $66.5K
|
32.3K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.3K- 10.98% |
$66.3K - $67K
|
10.6K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.33K- 12.13% |
$67.7K - $68.4K
|
9.63K
$503K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.34K- 18.33% |
$68.2K - $68.9K
|
5.97K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.37K- 18.98% |
$70K - $70.7K
|
5.87K
$307K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.4K- 14.55% |
$71.5K - $72.3K
|
8.24K
$431K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.41K- 2.67% |
$71.8K - $72.6K
|
51.3K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 1.97% |
$73.1K - $73.9K
|
71.4K
$3.73M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.48K- 0.49% |
$75.6K - $76.4K
|
302K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.56K- 2.52% |
$79.3K - $80.2K
|
60.1K
$3.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 0.69% |
$81K - $81.9K
|
230K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.67K- 22.21% |
$85.3K - $86.2K
|
5.86K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.84K- 11.09% |
$93.7K - $94.7K
|
14.7K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.89K- 20.05% |
$96.3K - $97.3K
|
7.54K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.93K- 15.3% |
$98.1K - $99.2K
|
10.7K
$557K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.97K- 10.26% |
$100K - $101K
|
17.2K
$901K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.02K- 29.29% |
$103K - $104K
|
4.89K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.09K- 23.62% |
$107K - $108K
|
6.76K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.25K- 11.69% |
$115K - $116K
|
17K
$889K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 49.03% |
$116K - $117K
|
2.36K
$124K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.3K- 27.38% |
$117K - $118K
|
6.1K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.36K- 21.09% |
$120K - $121K
|
8.81K
$461K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.37K- 2.35% |
$120K - $122K
|
98.1K
$5.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.37K- 10.02% |
$120K - $122K
|
21.2K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.45K- 4.39% |
$125K - $126K
|
53.3K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 20.2% |
$126K - $128K
|
9.8K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.5K- 55.52% |
$127K - $128K
|
2K
$105K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.64K- 19.62% |
$134K - $136K
|
10.8K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.76K- 16.46% |
$141K - $142K
|
14K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.8K- 24.95% |
$143K - $144K
|
8.42K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.82K- 30.74% |
$144K - $145K
|
6.36K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.84K- 3.65% |
$144K - $146K
|
74.8K
$3.91M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-2.88K- 15.25% |
$147K - $148K
|
16K
$836K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.93K- 33.33% |
$149K - $151K
|
5.87K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.97K- 27.68% |
$152K - $153K
|
7.77K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.01K- 6.39% |
$154K - $155K
|
44.1K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.14K- 3.42% |
$160K - $162K
|
88.7K
$4.63M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.15K- 2.73% |
$161K - $162K
|
112K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.27K- 19.31% |
$167K - $168K
|
13.7K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.37K- 15.02% |
$172K - $174K
|
19.1K
$997K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3.49K- 6.36% |
$178K - $180K
|
51.3K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.5K- 2.63% |
$178K - $180K
|
129K
$6.77M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.61K- 20.07% |
$184K - $186K
|
14.4K
$750K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.84K- 23.25% |
$196K - $198K
|
12.7K
$662K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-3.95K- 1.65% |
$201K - $203K
|
236K
$12.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.16K- 20.79% |
$212K - $214K
|
15.9K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4.21K- 2.63% |
$214K - $217K
|
155K
$8.13M
|