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 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 2.15% |
$6.89K - $6.98K
|
6.2K
$320K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-137- 0.93% |
$6.94K - $7.03K
|
14.6K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-142- 0.53% |
$7.19K - $7.28K
|
26.4K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-147- 6.27% |
$7.44K - $7.54K
|
2.2K
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-159- 1.16% |
$8.05K - $8.16K
|
13.5K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-193- 0.92% |
$9.77K - $9.9K
|
20.8K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-194- 15.09% |
$9.82K - $9.95K
|
1.09K
$56.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-195- 1.23% |
$9.87K - $10K
|
15.7K
$807K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-202- 2.49% |
$10.2K - $10.4K
|
7.92K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-204- 0.49% |
$10.3K - $10.5K
|
41.1K
$2.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-215- 2.43% |
$10.9K - $11K
|
8.65K
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-216- 89.63% |
$10.9K - $11.1K
|
25
$1.29K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-222- 3.74% |
$11.2K - $11.4K
|
5.71K
$294K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-226- 12.97% |
$11.4K - $11.6K
|
1.52K
$78.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-226- 1.31% |
$11.4K - $11.6K
|
17K
$877K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-227- 3.18% |
$11.5K - $11.6K
|
6.91K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-237- 1.72% |
$12K - $12.2K
|
13.5K
$697K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-244- 4.52% |
$12.4K - $12.5K
|
5.16K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-247- 17.73% |
$12.5K - $12.7K
|
1.15K
$59.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-249- 2.81% |
$12.6K - $12.8K
|
8.62K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 1.67% |
$12.7K - $12.8K
|
14.8K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-254- 53.14% |
$12.9K - $13K
|
224
$11.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-264- 0.84% |
$13.4K - $13.5K
|
31.1K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-266- 2.36% |
$13.5K - $13.6K
|
11K
$568K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-269- 15.75% |
$13.6K - $13.8K
|
1.44K
$74.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-290- 2.0% |
$14.7K - $14.9K
|
14.2K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-292- 0.77% |
$14.8K - $15K
|
37.5K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-295- 5.14% |
$14.9K - $15.1K
|
5.44K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-306- 6.94% |
$15.5K - $15.7K
|
4.1K
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-325- 3.52% |
$16.5K - $16.7K
|
8.92K
$460K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-325- 3.63% |
$16.5K - $16.7K
|
8.63K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-342- 4.86% |
$17.3K - $17.5K
|
6.7K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-359- 3.08% |
$18.2K - $18.4K
|
11.3K
$582K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-361- 7.72% |
$18.3K - $18.5K
|
4.32K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-365- 0.42% |
$18.5K - $18.7K
|
87.4K
$4.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-388- 18.36% |
$19.6K - $19.9K
|
1.73K
$88.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-398- 7.03% |
$20.2K - $20.4K
|
5.27K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-400- 4.05% |
$20.3K - $20.5K
|
9.47K
$488K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-414- 1.15% |
$21K - $21.2K
|
35.5K
$1.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-424- 82.65% |
$21.5K - $21.8K
|
89
$4.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-427- 2.72% |
$21.6K - $21.9K
|
15.3K
$787K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-432- 6.28% |
$21.9K - $22.2K
|
6.44K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-455- 1.02% |
$23K - $23.3K
|
44.2K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-480- 4.66% |
$24.3K - $24.6K
|
9.81K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-485- 10.69% |
$24.6K - $24.9K
|
4.05K
$209K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-490- 6.27% |
$24.8K - $25.1K
|
7.33K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-498- 1.01% |
$25.2K - $25.5K
|
48.7K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 0.89% |
$25.3K - $25.7K
|
55.5K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-505- 0.44% |
$25.6K - $25.9K
|
114K
$5.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-512- 4.34% |
$25.9K - $26.3K
|
11.3K
$582K
|