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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72.6K+ 3.46% |
$3.68M - $3.72M
|
2.17M
$112M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.3K+ 3.14% |
$3.66M - $3.71M
|
2.38M
$122M
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
67.5K+ 82.6% |
$3.42M - $3.46M
|
149K
$7.69M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65.8K+ 273.34% |
$3.33M - $3.38M
|
89.9K
$4.63M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64.3K+ 1075.54% |
$3.26M - $3.3M
|
70.3K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
62.5K+ 15.0% |
$3.16M - $3.2M
|
479K
$24.7M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
61.9K+ 12.44% |
$3.14M - $3.18M
|
560K
$28.9M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
57.4K+ 2.5% |
$2.91M - $2.94M
|
2.35M
$121M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
56.2KNew |
$2.85M - $2.89M
|
56.2K
$2.9M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
55.5K+ 3.87% |
$2.81M - $2.85M
|
1.49M
$76.9M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.9KNew |
$2.68M - $2.72M
|
52.9K
$2.73M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51.9K+ 21.11% |
$2.63M - $2.66M
|
297K
$15.3M
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
50.9K+ 20.63% |
$2.58M - $2.61M
|
298K
$15.3M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48.9K+ 11.49% |
$2.48M - $2.51M
|
475K
$24.5M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
44.7KNew |
$2.26M - $2.29M
|
44.7K
$2.31M
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
44.7K+ 16.07% |
$2.26M - $2.29M
|
323K
$16.6M
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 37.49% |
$2.16M - $2.18M
|
156K
$8.04M
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
41.9K+ 2.8% |
$2.12M - $2.15M
|
1.54M
$79.4M
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
41.5K+ 27.72% |
$2.1M - $2.13M
|
191K
$9.86M
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
41.5K+ 3.88% |
$2.1M - $2.13M
|
1.11M
$57.2M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39.9K+ 5118.85% |
$2.02M - $2.05M
|
40.7K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.2K+ 8.08% |
$1.99M - $2.01M
|
525K
$27M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
38.8K+ 7.3% |
$1.96M - $1.99M
|
571K
$29.4M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
38.6K+ 4.48% |
$1.96M - $1.98M
|
901K
$46.4M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38.2K+ 2.07% |
$1.93M - $1.96M
|
1.88M
$97.1M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
36.7K+ 29.83% |
$1.86M - $1.88M
|
160K
$8.22M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33.6KNew |
$1.7M - $1.72M
|
33.6K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.5K+ 97.82% |
$1.7M - $1.72M
|
67.7K
$3.49M
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33K+ 22.43% |
$1.67M - $1.69M
|
180K
$9.29M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.9K+ 4.64% |
$1.62M - $1.64M
|
720K
$37.1M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.7K+ 8.06% |
$1.61M - $1.63M
|
425K
$21.9M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
30K+ 15.0% |
$1.52M - $1.54M
|
230K
$11.9M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$1.43M - $1.45M
|
28.3K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
28.3K+ 222.5% |
$1.43M - $1.45M
|
41K
$2.11M
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.3K+ 21.11% |
$1.43M - $1.45M
|
162K
$8.36M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
27.1KNew |
$1.37M - $1.39M
|
27.1K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.7KNew |
$1.35M - $1.37M
|
26.7K
$1.38M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.6K+ 249.98% |
$1.35M - $1.37M
|
37.3K
$1.92M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26.6KNew |
$1.35M - $1.36M
|
26.6K
$1.37M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 2.45% |
$1.3M - $1.32M
|
1.08M
$55.5M
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
25.6K+ 1.98% |
$1.29M - $1.31M
|
1.32M
$67.9M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
23.4K+ 12.11% |
$1.19M - $1.2M
|
217K
$11.2M
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
23.3K+ 8.92% |
$1.18M - $1.2M
|
285K
$14.7M
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
23.2K+ 20.6% |
$1.18M - $1.19M
|
136K
$7.01M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
22.8K+ 5.9% |
$1.15M - $1.17M
|
408K
$21M
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
22.7K+ 28.77% |
$1.15M - $1.16M
|
101K
$5.23M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
22.7K+ 9.91% |
$1.15M - $1.16M
|
251K
$13M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
22.6K+ 51.08% |
$1.14M - $1.16M
|
66.7K
$3.44M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
22.5K+ 7.14% |
$1.14M - $1.15M
|
338K
$17.4M
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20.6K+ 16.68% |
$1.04M - $1.06M
|
144K
$7.43M
|