Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
19.6K
+ 3.08%
$977K - $989K
657K $33.8M
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
19.5K
+ 4.46%
$969K - $981K
456K $23.5M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
17.7K
+ 6.69%
$880K - $892K
282K $14.6M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
17.5K
+ 186.7%
$873K - $884K
26.9K $1.39M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
17.5K
+ 14.51%
$871K - $882K
138K $7.12M
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
17.3K
+ 1.77%
$861K - $872K
997K $51.4M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
17.2K
+ 3.93%
$857K - $868K
456K $23.5M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
17K
New
$844K - $854K
17K $874K
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
16.4K
New
$814K - $825K
16.4K $844K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
16K
New
$797K - $807K
16K $826K
Nov 13, 2023 Q3 2023
Fca Corp

Houston, TX
BUY
 -
14.2K
New
$704K - $713K
14.2K $730K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
14.1K
+ 52.43%
$703K - $712K
41.1K $2.12M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14.1K
+ 26.46%
$700K - $709K
67.3K $3.47M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
14K
+ 16.6%
$695K - $703K
98.1K $5.06M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
13.4K
New
$667K - $675K
13.4K $691K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
13.3K
+ 4.61%
$662K - $670K
302K $15.5M
Nov 07, 2023 Q3 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
13.2K
+ 6.04%
$658K - $667K
232K $12M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
13.2K
+ 22.9%
$656K - $664K
70.8K $3.65M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
13.1K
New
$654K - $662K
13.1K $677K
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
13.1K
+ 25.89%
$652K - $660K
63.7K $3.29M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
12.6K
+ 13.24%
$628K - $636K
108K $5.56M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
12.3K
+ 25.1%
$612K - $620K
61.3K $3.16M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
11.8K
+ 8.85%
$585K - $593K
145K $7.45M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
11.6K
+ 84.73%
$577K - $584K
25.3K $1.3M
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
11.4K
+ 1.63%
$566K - $573K
709K $36.5M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
11.2K
+ 10.32%
$556K - $563K
119K $6.16M
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
10.9K
New
$542K - $549K
10.9K $561K
Nov 09, 2023 Q3 2023
West Chester Capital Advisors, Inc

BUY
 -
10.7K
+ 106.87%
$533K - $540K
20.7K $1.07M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
10.5K
New
$522K - $528K
10.5K $541K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
10.4K
+ 6.41%
$519K - $525K
173K $8.92M
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

BUY
 -
10.4K
+ 2.06%
$518K - $525K
516K $26.6M
Nov 01, 2023 Q3 2023
Financial Life Advisors

BUY
 -
10.4K
+ 4.15%
$517K - $523K
261K $13.4M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.3K
+ 0.73%
$513K - $519K
1.43M $73.5M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.4K
+ 2.21%
$467K - $473K
434K $22.4M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
9.24K
New
$459K - $465K
9.24K $476K
Oct 31, 2023 Q3 2023
Investment Partners, Ltd.

BUY
 -
9.12K
+ 34.32%
$454K - $459K
35.7K $1.84M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
9.1K
+ 26.8%
$453K - $458K
43.1K $2.22M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
8.76K
New
$435K - $441K
8.76K $451K
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
8.09K
+ 6.35%
$402K - $407K
135K $6.98M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
7.9K
+ 3.41%
$393K - $398K
240K $12.3M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
7.86K
+ 5.01%
$391K - $396K
165K $8.5M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
7.85K
+ 18.31%
$391K - $396K
50.7K $2.61M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
7.81K
New
$389K - $393K
7.81K $403K
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
7.69K
+ 10.02%
$382K - $387K
84.4K $4.35M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
7.65K
+ 0.38%
$380K - $385K
2.03M $104M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
7.62K
+ 4.67%
$379K - $384K
171K $8.8M
Nov 06, 2023 Q3 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
6.86K
+ 6.34%
$341K - $345K
115K $5.92M
Nov 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
6.71K
+ 10.42%
$334K - $338K
71.1K $3.66M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
6.57K
New
$327K - $331K
6.57K $338K

Track Institutional and Insider Activities on IGSB

Follow ISHARES TRUST ISHARES 1-5 YEAR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IGSB shares.

Notify only if

Insider Trading

Get notified when an Ishares Trust Ishares 1 5 Year insider buys or sells IGSB shares.

Notify only if

News

Receive news related to ISHARES TRUST ISHARES 1-5 YEAR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IGSB