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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-14.5K- 30.32% |
$723K - $733K
|
33.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-14.7K- 32.76% |
$730K - $739K
|
30.1K
$1.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-16.2K- 16.52% |
$805K - $816K
|
81.8K
$4.22M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.7K- 44.01% |
$830K - $840K
|
21.2K
$1.09M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-16.9K- 33.43% |
$843K - $853K
|
33.7K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17.4K- 13.48% |
$864K - $875K
|
112K
$5.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-17.5K- 4.93% |
$872K - $883K
|
338K
$17.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-17.6K- 22.98% |
$876K - $888K
|
59.1K
$3.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-17.7K- 17.75% |
$882K - $894K
|
82.2K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-18K- 7.86% |
$896K - $908K
|
211K
$10.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-18.1K- 14.87% |
$901K - $913K
|
104K
$5.34M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-18.3K- 18.76% |
$910K - $921K
|
79.2K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-18.9K- 89.84% |
$939K - $950K
|
2.14K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.4K- 7.72% |
$964K - $976K
|
232K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19.5K- 16.33% |
$970K - $982K
|
99.9K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-19.9K- 6.81% |
$989K - $1M
|
272K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-20K- 17.75% |
$997K - $1.01M
|
92.9K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 57.63% |
$1.02M - $1.03M
|
15K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-20.8K- 15.23% |
$1.03M - $1.05M
|
116K
$5.96M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-21K- 31.74% |
$1.04M - $1.06M
|
45.1K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-21.2K- 4.64% |
$1.05M - $1.07M
|
435K
$22.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-21.3K- 2.41% |
$1.06M - $1.08M
|
863K
$44.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.1K- 20.35% |
$1.1M - $1.11M
|
86.5K
$4.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22.4K- 3.89% |
$1.11M - $1.13M
|
554K
$28.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.5K- 2.3% |
$1.22M - $1.24M
|
1.04M
$53.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25K- 67.57% |
$1.24M - $1.26M
|
12K
$618K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-25.3K- 12.04% |
$1.26M - $1.27M
|
185K
$9.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25.3K- 98.08% |
$1.26M - $1.28M
|
497
$25.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-25.3K- 39.85% |
$1.26M - $1.28M
|
38.2K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-25.7K- 63.0% |
$1.28M - $1.3M
|
15.1K
$779K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-26.2K- 31.09% |
$1.3M - $1.32M
|
58K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-27K- 7.69% |
$1.34M - $1.36M
|
324K
$16.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-27.3K- 15.35% |
$1.36M - $1.37M
|
150K
$7.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.3K- 4.48% |
$1.36M - $1.37M
|
581K
$30M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.9K- 10.53% |
$1.39M - $1.4M
|
237K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-29.8K- 39.86% |
$1.48M - $1.5M
|
45K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-30.6K- 1.9% |
$1.52M - $1.54M
|
1.58M
$81.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-33K- 7.1% |
$1.64M - $1.66M
|
432K
$22.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-36.2K- 14.29% |
$1.8M - $1.83M
|
217K
$11.2M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-37.8K- 8.79% |
$1.88M - $1.91M
|
393K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-38.1K- 71.83% |
$1.89M - $1.92M
|
14.9K
$769K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-38.8K- 9.96% |
$1.93M - $1.96M
|
351K
$18.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-39.1K- 75.51% |
$1.94M - $1.97M
|
12.7K
$653K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-39.4K- 35.94% |
$1.96M - $1.99M
|
70.3K
$3.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-39.6K- 13.45% |
$1.97M - $2M
|
255K
$13.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-40.7K- 10.83% |
$2.02M - $2.05M
|
335K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-42.2K- 0.73% |
$2.1M - $2.13M
|
5.71M
$295M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.8K- 19.31% |
$2.18M - $2.21M
|
183K
$9.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-47.2K- 32.05% |
$2.35M - $2.38M
|
100K
$5.16M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-48.2K- 14.22% |
$2.4M - $2.43M
|
291K
$15M
|