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
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
6.25K
+ 15.16%
$311K - $315K
47.5K $2.45M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
6.17K
New
$307K - $311K
6.17K $318K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
6.12K
+ 33.77%
$304K - $308K
24.2K $1.25M
Nov 13, 2023 Q3 2023
Destiny Capital Securities Corporation

Golden, CO
BUY
 -
6.04K
New
$300K - $304K
6.04K $311K
Oct 31, 2023 Q3 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
6K
New
$298K - $302K
6K $309K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6K
+ 62.84%
$298K - $302K
15.5K $801K
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
5.92K
New
$294K - $298K
5.92K $305K
Oct 17, 2023 Q3 2023
Patriot Investment Management Inc.

BUY
 -
5.71K
+ 3.13%
$284K - $288K
188K $9.69M
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
5.66K
+ 5.68%
$282K - $285K
105K $5.43M
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
5.6K
+ 2.14%
$278K - $282K
268K $13.8M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
5.47K
+ 5.23%
$272K - $275K
110K $5.67M
Oct 20, 2023 Q3 2023
Hemington Wealth Management

BUY
 -
5.44K
New
$270K - $274K
5.44K $280K
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
5.39K
+ 6.18%
$268K - $271K
92.6K $4.77M
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
5.15K
New
$256K - $259K
5.15K $265K
Oct 24, 2023 Q3 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
5.11K
+ 38.4%
$254K - $257K
18.4K $949K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
4.92K
+ 13.42%
$245K - $248K
41.6K $2.14M
Nov 02, 2023 Q3 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
4.74K
New
$236K - $239K
4.74K $244K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.68K
+ 1.23%
$233K - $236K
386K $19.9M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
4.56K
+ 96.18%
$227K - $230K
9.31K $480K
Nov 09, 2023 Q3 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
4.56K
+ 19.5%
$227K - $230K
27.9K $1.44M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
4.48K
New
$223K - $226K
4.48K $231K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
4.46K
+ 8.13%
$222K - $225K
59.4K $3.06M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
4.46K
New
$222K - $224K
4.46K $230K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
4.4K
New
$219K - $222K
4.4K $227K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
4.27K
New
$212K - $215K
4.27K $220K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
4.23K
+ 37.43%
$210K - $213K
15.5K $800K
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
4.18K
+ 4.46%
$208K - $211K
98K $5.05M
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
4.09K
+ 15.37%
$203K - $206K
30.7K $1.58M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.07K
+ 2.9%
$202K - $205K
144K $7.43M
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
4.04K
+ 0.86%
$201K - $204K
474K $24.4M
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
4.03K
New
$201K - $203K
4.03K $208K
Oct 26, 2023 Q3 2023
Washington Capital Management Inc

BUY
 -
4K
+ 7.35%
$199K - $201K
58.4K $3.01M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
3.95K
+ 6.72%
$197K - $199K
62.8K $3.24M
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
3.87K
+ 1.46%
$192K - $195K
270K $13.9M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
3.73K
+ 33.73%
$186K - $188K
14.8K $762K
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
3.73K
+ 43.45%
$186K - $188K
12.3K $635K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
3.67K
+ 1.14%
$182K - $185K
326K $16.8M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
3.66K
New
$182K - $184K
3.66K $189K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.64K
+ 2.57%
$181K - $183K
145K $7.47M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.58K
+ 29.95%
$178K - $180K
15.5K $800K
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
3.52K
+ 1.1%
$175K - $177K
322K $16.6M
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
3.51K
+ 0.36%
$175K - $177K
982K $50.6M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
3.49K
+ 2.75%
$173K - $176K
130K $6.71M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.34K
+ 14.59%
$166K - $168K
26.2K $1.35M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.24K
+ 15.58%
$161K - $163K
24.1K $1.24M
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
3.23K
+ 32.6%
$161K - $163K
13.1K $677K
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
3.23K
+ 59.89%
$160K - $162K
8.61K $444K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
3.15K
New
$157K - $159K
3.15K $162K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
3.03K
+ 15.78%
$151K - $153K
22.2K $1.15M

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