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
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-208- 1.31% |
$10.3K - $10.5K
|
15.6K
$805K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-220- 16.95% |
$10.9K - $11.1K
|
1.08K
$55.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-227- 0.83% |
$11.3K - $11.4K
|
27.1K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-238- 24.97% |
$11.8K - $12K
|
715
$36.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-239- 4.08% |
$11.9K - $12K
|
5.62K
$290K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-250- 3.7% |
$12.4K - $12.6K
|
6.51K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-250- 0.79% |
$12.4K - $12.6K
|
31.3K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 90.36% |
$12.6K - $12.7K
|
27
$1.39K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-267- 1.87% |
$13.3K - $13.4K
|
14K
$723K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-274- 2.24% |
$13.6K - $13.8K
|
11.9K
$616K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-275- 2.75% |
$13.7K - $13.9K
|
9.74K
$502K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-281- 0.98% |
$14K - $14.2K
|
28.3K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-287- 0.12% |
$14.3K - $14.5K
|
229K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-288- 2.35% |
$14.3K - $14.5K
|
12K
$618K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-293- 4.25% |
$14.6K - $14.8K
|
6.6K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 3.05% |
$14.6K - $14.8K
|
9.33K
$481K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-299- 3.88% |
$14.9K - $15.1K
|
7.41K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-319- 0.87% |
$15.9K - $16.1K
|
36.4K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-320- 6.39% |
$15.9K - $16.1K
|
4.69K
$242K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.98% |
$16.2K - $16.4K
|
6.2K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-330- 0.54% |
$16.4K - $16.6K
|
61.3K
$3.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-335- 1.79% |
$16.7K - $16.9K
|
18.4K
$947K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-340- 1.65% |
$16.9K - $17.1K
|
20.2K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-344- 2.08% |
$17.1K - $17.3K
|
16.2K
$837K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-346- 3.43% |
$17.2K - $17.4K
|
9.73K
$501K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-350- 1.55% |
$17.4K - $17.6K
|
22.2K
$1.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-357- 2.4% |
$17.8K - $18K
|
14.5K
$747K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-364- 2.93% |
$18.1K - $18.3K
|
12K
$620K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-369- 2.01% |
$18.4K - $18.6K
|
18K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-371- 0.8% |
$18.5K - $18.7K
|
46.2K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-402- 0.92% |
$20K - $20.2K
|
43.5K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-426- 11.29% |
$21.2K - $21.5K
|
3.35K
$173K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-428- 2.42% |
$21.3K - $21.6K
|
17.3K
$891K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-440- 3.25% |
$21.9K - $22.2K
|
13.1K
$676K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-442- 3.51% |
$22K - $22.3K
|
12.2K
$626K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-450- 10.27% |
$22.4K - $22.7K
|
3.93K
$203K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-462- 1.25% |
$23K - $23.3K
|
36.4K
$1.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-472- 5.32% |
$23.5K - $23.8K
|
8.4K
$433K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-473- 10.34% |
$23.5K - $23.8K
|
4.1K
$211K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-483- 8.13% |
$24K - $24.3K
|
5.46K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-490- 3.86% |
$24.4K - $24.7K
|
12.2K
$629K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-493- 59.76% |
$24.5K - $24.8K
|
332
$17.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-541- 3.33% |
$26.9K - $27.3K
|
15.7K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-542- 6.07% |
$27K - $27.3K
|
8.39K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-554- 7.64% |
$27.6K - $27.9K
|
6.7K
$345K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-573- 6.11% |
$28.5K - $28.9K
|
8.8K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-592- 12.16% |
$29.4K - $29.8K
|
4.28K
$220K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-593- 8.5% |
$29.5K - $29.9K
|
6.39K
$329K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-593- 2.91% |
$29.5K - $29.9K
|
19.8K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-600- 8.12% |
$29.8K - $30.2K
|
6.79K
$350K
|