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 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
196+ 2.25% |
$9.75K - $9.87K
|
8.89K
$458K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
195+ 216.67% |
$9.7K - $9.82K
|
285
$14.7K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
188+ 1.0% |
$9.35K - $9.47K
|
19K
$981K
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
181+ 3.08% |
$9K - $9.12K
|
6.06K
$312K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
168New |
$8.36K - $8.46K
|
168
$8.66K
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
155+ 3.37% |
$7.71K - $7.81K
|
4.76K
$245K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
141+ 0.57% |
$7.01K - $7.1K
|
25K
$1.29M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
138New |
$6.86K - $6.95K
|
138
$7.11K
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
125+ 2.11% |
$6.22K - $6.3K
|
6.05K
$312K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120+ 17.12% |
$5.97K - $6.04K
|
821
$42.3K
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
116+ 0.17% |
$5.77K - $5.84K
|
70.1K
$3.61M
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
103+ 1.1% |
$5.12K - $5.19K
|
9.45K
$487K
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
87+ 1.64% |
$4.33K - $4.38K
|
5.4K
$278K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
83New |
$4.13K - $4.18K
|
83
$4.28K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
75+ 0.83% |
$3.73K - $3.78K
|
9.11K
$469K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
70+ 0.82% |
$3.48K - $3.53K
|
8.59K
$443K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 0.63% |
$3.18K - $3.22K
|
10.3K
$530K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
60+ 0.57% |
$2.98K - $3.02K
|
10.6K
$546K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
57+ 0.16% |
$2.84K - $2.87K
|
35.3K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
55+ 1.18% |
$2.74K - $2.77K
|
4.73K
$244K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
53+ 0.65% |
$2.64K - $2.67K
|
8.26K
$426K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 5.81% |
$2.39K - $2.42K
|
874
$45K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
46+ 1.37% |
$2.29K - $2.32K
|
3.4K
$175K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
43+ 0.87% |
$2.14K - $2.17K
|
5K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
43+ 0.75% |
$2.14K - $2.17K
|
5.77K
$297K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
42+ 0.86% |
$2.09K - $2.12K
|
4.93K
$254K
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
38+ 0.86% |
$1.89K - $1.91K
|
4.45K
$229K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
34+ 0.85% |
$1.69K - $1.71K
|
4.05K
$209K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32+ 1.58% |
$1.59K - $1.61K
|
2.06K
$106K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.12% |
$1.44K - $1.46K
|
23.7K
$1.22M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
29+ 0.67% |
$1.44K - $1.46K
|
4.37K
$225K
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.39K - $1.41K
|
28
$1.44K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
24+ 1.44% |
$1.19K - $1.21K
|
1.69K
$87.1K
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.11% |
$995 - $1.01K
|
17.6K
$908K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20+ 0.43% |
$995 - $1.01K
|
4.72K
$243K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
16New |
$796 - $806
|
16
$825
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.88% |
$746 - $756
|
1.71K
$88.3K
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14+ 0.17% |
$696 - $705
|
8.17K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.11% |
$547 - $554
|
10.5K
$540K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.74% |
$497 - $504
|
1.37K
$70.6K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
7+ 0.19% |
$348 - $353
|
3.67K
$189K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$298 - $302
|
5.01K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.86% |
$298 - $302
|
702
$36.2K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.83% |
$249 - $252
|
606
$31.2K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$199 - $201
|
1.13K
$58K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 0.68% |
$199 - $201
|
593
$30.6K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.97% |
$149 - $151
|
312
$16.1K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.17% |
$149 - $151
|
1.79K
$92.3K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$149 - $151
|
7.36K
$379K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.0% |
$99.5 - $101
|
202
$10.4K
|