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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.21K- 59.64% |
$309K - $313K
|
4.2K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.21K- 28.54% |
$309K - $313K
|
15.6K
$802K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-6.43K- 56.02% |
$320K - $324K
|
5.05K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-6.62K- 8.58% |
$329K - $333K
|
70.6K
$3.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.76K- 2.51% |
$336K - $341K
|
263K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.83K- 2.77% |
$340K - $344K
|
240K
$12.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-6.91K- 27.87% |
$344K - $348K
|
17.9K
$921K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.92K- 54.27% |
$344K - $349K
|
5.83K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.97K- 32.91% |
$347K - $351K
|
14.2K
$732K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7K- 5.79% |
$348K - $353K
|
114K
$5.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-7.06K- 7.36% |
$351K - $356K
|
88.8K
$4.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.15K- 1.53% |
$356K - $360K
|
460K
$23.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-7.28K- 3.14% |
$362K - $367K
|
224K
$11.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.32K- 8.9% |
$364K - $369K
|
75K
$3.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7.34K- 19.78% |
$365K - $370K
|
29.8K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.43K- 4.14% |
$369K - $374K
|
172K
$8.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-7.47K- 3.34% |
$372K - $376K
|
216K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-7.6K- 1.26% |
$378K - $383K
|
595K
$30.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.66K- 30.88% |
$381K - $386K
|
17.1K
$883K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-7.96K- 36.43% |
$396K - $401K
|
13.9K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-8.48K- 8.87% |
$422K - $427K
|
87.1K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-8.86K- 6.09% |
$441K - $446K
|
137K
$7.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.91K- 18.45% |
$443K - $449K
|
39.3K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9.08K- 15.47% |
$452K - $457K
|
49.6K
$2.56M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-9.39K- 3.91% |
$467K - $473K
|
231K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-9.55K- 13.19% |
$475K - $481K
|
62.9K
$3.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.4K- 19.22% |
$517K - $523K
|
43.7K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.5K- 20.32% |
$522K - $529K
|
41.2K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.6K- 3.7% |
$529K - $535K
|
277K
$14.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10.7K- 53.84% |
$530K - $536K
|
9.13K
$471K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 9.99% |
$536K - $542K
|
97.1K
$5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-11K- 16.16% |
$549K - $556K
|
57.2K
$2.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-11.3K- 20.23% |
$561K - $569K
|
44.5K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.3K- 39.22% |
$563K - $570K
|
17.5K
$903K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-12K- 19.31% |
$597K - $604K
|
50.2K
$2.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.2K- 3.35% |
$607K - $615K
|
352K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-12.2K- 4.93% |
$609K - $617K
|
236K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.9K- 4.11% |
$641K - $649K
|
301K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-12.9K- 3.44% |
$644K - $652K
|
363K
$18.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-12.9K- 4.64% |
$644K - $652K
|
266K
$13.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-13K- 3.25% |
$648K - $656K
|
388K
$20M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13K- 20.59% |
$649K - $657K
|
50.3K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13.1K- 8.23% |
$652K - $660K
|
146K
$7.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.2K- 12.68% |
$655K - $664K
|
90.7K
$4.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-13.3K- 12.91% |
$662K - $670K
|
89.7K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.3K- 18.86% |
$662K - $670K
|
57.2K
$2.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-13.3K- 7.39% |
$663K - $671K
|
167K
$8.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-13.4K- 12.68% |
$668K - $677K
|
92.5K
$4.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13.8K- 15.07% |
$684K - $693K
|
77.5K
$3.99M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.5K- 30.32% |
$723K - $733K
|
33.4K
$1.72M
|