Purchases and Sales Made in Q3 2024 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 2024. 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 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-235- 0.47% |
$12K - $12.4K
|
49.5K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-236- 2.25% |
$12K - $12.4K
|
10.3K
$539K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-240- 4.47% |
$12.2K - $12.7K
|
5.13K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-250- 0.65% |
$12.8K - $13.2K
|
38.5K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-253- 6.36% |
$12.9K - $13.3K
|
3.73K
$196K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-255- 2.82% |
$13K - $13.4K
|
8.79K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-255- 2.6% |
$13K - $13.4K
|
9.56K
$502K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-255- 5.35% |
$13K - $13.4K
|
4.51K
$237K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-259- 3.3% |
$13.2K - $13.7K
|
7.6K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-269- 1.15% |
$13.7K - $14.2K
|
23.1K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-269- 0.5% |
$13.7K - $14.2K
|
53.7K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-273- 28.17% |
$13.9K - $14.4K
|
696
$36.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-274- 1.66% |
$14K - $14.5K
|
16.2K
$852K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-283- 16.41% |
$14.4K - $14.9K
|
1.44K
$75.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-294- 2.27% |
$15K - $15.5K
|
12.6K
$664K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-301- 2.23% |
$15.4K - $15.9K
|
13.2K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-309- 2.58% |
$15.8K - $16.3K
|
11.7K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-316- 1.52% |
$16.1K - $16.7K
|
20.4K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-316- 4.28% |
$16.1K - $16.7K
|
7.06K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-317- 5.78% |
$16.2K - $16.7K
|
5.17K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-320- 2.31% |
$16.3K - $16.9K
|
13.5K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-327- 6.56% |
$16.7K - $17.2K
|
4.65K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-341- 31.23% |
$17.4K - $18K
|
751
$39.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-342- 2.47% |
$17.4K - $18K
|
13.5K
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-345- 82.73% |
$17.6K - $18.2K
|
72
$3.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-350- 2.0% |
$17.9K - $18.5K
|
17.2K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-360- 1.25% |
$18.4K - $19K
|
28.5K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-367- 2.11% |
$18.7K - $19.4K
|
17.1K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-369- 0.56% |
$18.8K - $19.5K
|
66K
$3.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-371- 1.39% |
$18.9K - $19.6K
|
26.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-377- 1.82% |
$19.2K - $19.9K
|
20.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-380- 0.8% |
$19.4K - $20K
|
46.9K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-399- 0.87% |
$20.4K - $21K
|
45.6K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-419- 1.42% |
$21.4K - $22.1K
|
29.2K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-425- 0.08% |
$21.7K - $22.4K
|
542K
$28.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-430- 75.44% |
$21.9K - $22.7K
|
140
$7.35K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-439- 10.17% |
$22.4K - $23.2K
|
3.88K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-447- 3.52% |
$22.8K - $23.6K
|
12.2K
$643K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-452- 1.42% |
$23.1K - $23.8K
|
31.5K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-475- 4.27% |
$24.2K - $25.1K
|
10.7K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-490- 3.06% |
$25K - $25.8K
|
15.5K
$816K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-500- 9.43% |
$25.5K - $26.4K
|
4.8K
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-510- 0.62% |
$26K - $26.9K
|
81.2K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-516- 3.89% |
$26.3K - $27.2K
|
12.8K
$670K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-534- 1.02% |
$27.2K - $28.2K
|
51.9K
$2.72M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-539- 3.34% |
$27.5K - $28.4K
|
15.6K
$820K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-543- 1.21% |
$27.7K - $28.6K
|
44.2K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-550- 3.3% |
$28.1K - $29K
|
16.1K
$846K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-553- 5.84% |
$28.2K - $29.2K
|
8.92K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-554- 3.51% |
$28.3K - $29.2K
|
15.2K
$801K
|