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 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.46KNew |
$74.3K - $75.1K
|
1.46K
$75.7K
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.43K+ 2.16% |
$72.6K - $73.4K
|
67.3K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.42K+ 6.33% |
$72.2K - $72.9K
|
23.8K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.41K+ 8.71% |
$71.7K - $72.5K
|
17.6K
$912K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.37K+ 2.14% |
$70K - $70.7K
|
65.6K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.34K+ 29.07% |
$68.3K - $69K
|
5.95K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.33K+ 683.08% |
$67.9K - $68.6K
|
1.53K
$79.2K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.32K+ 10.7% |
$67.3K - $68K
|
13.7K
$709K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.27KNew |
$64.8K - $65.4K
|
1.27K
$66K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 2.78% |
$60.9K - $61.6K
|
44.2K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.18K+ 0.79% |
$59.9K - $60.5K
|
149K
$7.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.17K+ 3.92% |
$59.6K - $60.2K
|
31K
$1.61M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 7.9% |
$58.1K - $58.7K
|
15.6K
$808K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.13K+ 2.17% |
$57.4K - $58K
|
53.1K
$2.75M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.12K+ 2.17% |
$56.9K - $57.5K
|
52.5K
$2.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.1K+ 2.71% |
$56.1K - $56.7K
|
41.7K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.08K+ 270.75% |
$55.2K - $55.8K
|
1.48K
$77K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 217.71% |
$55.1K - $55.7K
|
1.58K
$81.9K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1KNew |
$51K - $51.5K
|
1K
$51.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
999+ 2.76% |
$50.9K - $51.4K
|
37.1K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
974+ 0.75% |
$49.6K - $50.1K
|
131K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
970+ 4.9% |
$49.4K - $49.9K
|
20.8K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
945+ 2.57% |
$48.1K - $48.6K
|
37.8K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
881+ 18.83% |
$44.9K - $45.4K
|
5.56K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
874+ 1.89% |
$44.5K - $45K
|
47.2K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
754+ 4.12% |
$38.4K - $38.8K
|
19.1K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
733+ 4.21% |
$37.3K - $37.7K
|
18.2K
$942K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
725+ 0.18% |
$36.9K - $37.3K
|
410K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$36.3K - $36.7K
|
712
$36.9K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
639+ 3.3% |
$32.6K - $32.9K
|
20K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
630+ 42.48% |
$32.1K - $32.4K
|
2.11K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
611+ 4.64% |
$31.1K - $31.5K
|
13.8K
$714K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
592New |
$30.2K - $30.5K
|
592
$30.7K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
584+ 3.88% |
$29.8K - $30.1K
|
15.6K
$811K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
568+ 5.18% |
$28.9K - $29.2K
|
11.5K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
554+ 2.97% |
$28.2K - $28.5K
|
19.2K
$997K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
484+ 8.83% |
$24.7K - $24.9K
|
5.97K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
481+ 0.88% |
$24.5K - $24.8K
|
55.1K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
478+ 5.82% |
$24.4K - $24.6K
|
8.69K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
465+ 31.55% |
$23.7K - $23.9K
|
1.94K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
461+ 0.52% |
$23.5K - $23.7K
|
88.7K
$4.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
452+ 5.96% |
$23K - $23.3K
|
8.04K
$417K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
427New |
$21.8K - $22K
|
427
$22.2K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
417+ 3.05% |
$21.2K - $21.5K
|
14.1K
$730K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
357+ 0.93% |
$18.2K - $18.4K
|
38.8K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
352+ 7.0% |
$17.9K - $18.1K
|
5.38K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
350+ 3.85% |
$17.8K - $18K
|
9.44K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
313+ 2.87% |
$15.9K - $16.1K
|
11.2K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
293+ 4.85% |
$14.9K - $15.1K
|
6.34K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
252New |
$12.8K - $13K
|
252
$13.1K
|