Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.36K- 3.31% |
$67.4K - $68.3K
|
39.6K
$2.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.5K- 3.98% |
$74.4K - $75.4K
|
36.1K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.54K- 0.92% |
$76.5K - $77.5K
|
166K
$8.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.54K- 71.51% |
$76.6K - $77.6K
|
614
$31.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.56K- 5.18% |
$77.6K - $78.6K
|
28.5K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.59K- 13.52% |
$79.3K - $80.3K
|
10.2K
$525K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.6K- 2.39% |
$79.6K - $80.6K
|
65.3K
$3.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.6K- 13.5% |
$79.6K - $80.6K
|
10.3K
$529K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.62K- 2.15% |
$80.6K - $81.6K
|
73.6K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.63K- 89.03% |
$81.2K - $82.2K
|
201
$10.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.65K- 9.44% |
$82.1K - $83.1K
|
15.8K
$816K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.65K- 8.48% |
$82.3K - $83.3K
|
17.8K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.7K- 7.83% |
$84.6K - $85.6K
|
20K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.7K- 0.28% |
$84.6K - $85.6K
|
610K
$31.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.74K- 16.51% |
$86.5K - $87.6K
|
8.8K
$453K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 0.78% |
$87.1K - $88.2K
|
223K
$11.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.77K- 5.66% |
$87.9K - $89.1K
|
29.5K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.81K- 25.01% |
$90.2K - $91.4K
|
5.44K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.82K- 13.98% |
$90.3K - $91.4K
|
11.2K
$576K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.83K- 3.99% |
$90.8K - $91.9K
|
44K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.84K- 30.49% |
$91.6K - $92.7K
|
4.2K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.9K- 12.2% |
$94.3K - $95.5K
|
13.6K
$703K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.92K- 8.74% |
$95.6K - $96.8K
|
20.1K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.92K- 3.52% |
$95.7K - $96.9K
|
52.7K
$2.72M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.94K- 9.4% |
$96.7K - $97.9K
|
18.7K
$966K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.97K- 6.41% |
$98K - $99.2K
|
28.8K
$1.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-2K- 29.56% |
$99.5K - $101K
|
4.77K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2K- 2.94% |
$99.5K - $101K
|
66K
$3.4M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2K- 6.2% |
$99.5K - $101K
|
30.3K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2K- 26.67% |
$99.5K - $101K
|
5.5K
$283K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.01K- 10.06% |
$99.8K - $101K
|
17.9K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.02K- 5.42% |
$100K - $102K
|
35.2K
$1.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.06K- 5.65% |
$102K - $104K
|
34.4K
$1.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.15K- 43.21% |
$107K - $108K
|
2.83K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.15K- 2.71% |
$107K - $108K
|
77.4K
$3.99M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.16K- 27.32% |
$107K - $109K
|
5.74K
$296K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.17K- 12.11% |
$108K - $109K
|
15.8K
$812K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.18K- 7.43% |
$108K - $110K
|
27.1K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 4.11% |
$110K - $111K
|
51.3K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.28K- 8.39% |
$113K - $115K
|
24.9K
$1.28M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.29K- 5.57% |
$114K - $115K
|
38.8K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.36K- 2.11% |
$117K - $119K
|
109K
$5.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.45K- 4.08% |
$122K - $123K
|
57.4K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-2.46K- 10.63% |
$122K - $124K
|
20.7K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.54K- 9.93% |
$126K - $128K
|
23K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.55K- 22.04% |
$127K - $128K
|
9.02K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.57K- 27.05% |
$128K - $129K
|
6.92K
$357K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.7KClosed |
$134K - $136K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.74K- 67.0% |
$136K - $138K
|
1.35K
$69.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 65.96% |
$142K - $144K
|
1.48K
$76.1K
|