Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.27K- 1.7% |
$115K - $116K
|
131K
$6.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.29K- 3.44% |
$116K - $117K
|
64.3K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.35K- 2.79% |
$119K - $120K
|
81.8K
$4.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.37K- 7.67% |
$120K - $121K
|
28.5K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.37K- 7.35% |
$120K - $121K
|
29.8K
$1.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.39K- 5.2% |
$121K - $123K
|
43.5K
$2.24M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.55K- 30.93% |
$129K - $131K
|
5.69K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.56K- 13.41% |
$129K - $131K
|
16.5K
$850K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.56K- 2.86% |
$129K - $131K
|
86.9K
$4.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.66K- 3.85% |
$135K - $136K
|
66.4K
$3.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.68K- 1.41% |
$136K - $138K
|
188K
$9.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.71K- 1.86% |
$137K - $139K
|
143K
$7.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.73K- 3.89% |
$138K - $140K
|
67.5K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.74K- 45.97% |
$139K - $141K
|
3.22K
$166K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.76K- 40.93% |
$140K - $141K
|
3.98K
$205K
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.76K- 0.43% |
$140K - $142K
|
633K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.77KClosed |
$140K - $142K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.85K- 13.2% |
$144K - $146K
|
18.8K
$967K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.86K- 17.61% |
$145K - $147K
|
13.4K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.86K- 3.42% |
$145K - $147K
|
80.8K
$4.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 81.72% |
$148K - $150K
|
655
$33.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.98K- 6.41% |
$151K - $153K
|
43.5K
$2.24M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3K- 10.48% |
$152K - $154K
|
25.6K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.06K- 13.39% |
$155K - $157K
|
19.8K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.09K- 1.98% |
$156K - $158K
|
152K
$7.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.1K- 19.84% |
$157K - $159K
|
12.5K
$645K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.12K- 0.49% |
$158K - $160K
|
630K
$32.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.12K- 94.06% |
$158K - $160K
|
197
$10.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.17K- 4.79% |
$161K - $163K
|
63K
$3.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.2K- 5.66% |
$162K - $164K
|
53.3K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.31K- 2.22% |
$168K - $170K
|
146K
$7.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.32K- 3.14% |
$168K - $171K
|
102K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.33K- 13.22% |
$169K - $171K
|
21.9K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-3.45K- 4.14% |
$175K - $177K
|
79.8K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 19.37% |
$179K - $182K
|
14.7K
$760K
|
|
|
Jul 29, 2024
Q2 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.65K- 4.87% |
$185K - $187K
|
71.2K
$3.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.67K- 2.98% |
$186K - $188K
|
120K
$6.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.87K- 7.02% |
$196K - $199K
|
51.3K
$2.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-4.08K- 14.04% |
$206K - $209K
|
24.9K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.08K- 20.3% |
$207K - $209K
|
16K
$826K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.11K- 4.12% |
$208K - $211K
|
95.7K
$4.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4.17K- 44.8% |
$211K - $214K
|
5.14K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.39K- 1.56% |
$222K - $225K
|
276K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.51K- 51.31% |
$228K - $231K
|
4.28K
$221K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.66K- 5.4% |
$236K - $239K
|
81.6K
$4.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.79K- 62.21% |
$243K - $246K
|
2.91K
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.81K- 11.68% |
$243K - $247K
|
36.4K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4.88K- 5.6% |
$247K - $250K
|
82.3K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.96K- 20.09% |
$251K - $254K
|
19.7K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.15K- 6.43% |
$261K - $264K
|
75K
$3.86M
|