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 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-11- 0.57% |
$561 - $580
|
1.91K
$99.3K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13- 0.12% |
$663 - $686
|
10.4K
$542K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.32% |
$714 - $738
|
4.37K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 0.65% |
$1.02K - $1.05K
|
3.06K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-21- 0.53% |
$1.07K - $1.11K
|
3.97K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 0.32% |
$1.07K - $1.11K
|
6.6K
$343K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-35- 0.75% |
$1.79K - $1.85K
|
4.64K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-37- 0.43% |
$1.89K - $1.95K
|
8.65K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40- 57.14% |
$2.04K - $2.11K
|
30
$1.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$2.04K - $2.11K
|
13.3K
$691K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-41- 0.99% |
$2.09K - $2.16K
|
4.12K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-42- 0.15% |
$2.14K - $2.22K
|
27.5K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-42- 0.51% |
$2.14K - $2.22K
|
8.21K
$427K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43- 47.25% |
$2.19K - $2.27K
|
48
$2.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 3.88% |
$2.55K - $2.64K
|
1.24K
$64.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-64- 1.57% |
$3.27K - $3.38K
|
4K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-68- 1.19% |
$3.47K - $3.59K
|
5.65K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-88- 98.88% |
$4.49K - $4.64K
|
1
$52
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-98- 0.22% |
$5K - $5.17K
|
44.1K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 1.85% |
$5.1K - $5.27K
|
5.31K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-100- 1.57% |
$5.1K - $5.27K
|
6.28K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-104- 1.16% |
$5.31K - $5.48K
|
8.84K
$460K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107- 0.81% |
$5.46K - $5.64K
|
13.1K
$683K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-110- 0.97% |
$5.61K - $5.8K
|
11.2K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-118- 1.1% |
$6.02K - $6.22K
|
10.6K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-123- 2.26% |
$6.28K - $6.49K
|
5.32K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-130- 0.5% |
$6.63K - $6.86K
|
26K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-147- 1.65% |
$7.5K - $7.75K
|
8.74K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-157- 0.55% |
$8.01K - $8.28K
|
28.2K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-161- 2.74% |
$8.21K - $8.49K
|
5.72K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-178- 3.38% |
$9.08K - $9.39K
|
5.09K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-183- 22.51% |
$9.34K - $9.65K
|
630
$32.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-186- 2.54% |
$9.49K - $9.81K
|
7.13K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-195- 1.56% |
$9.95K - $10.3K
|
12.3K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-195- 0.48% |
$9.95K - $10.3K
|
40.5K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-198- 0.21% |
$10.1K - $10.4K
|
93.7K
$4.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-199- 2.23% |
$10.2K - $10.5K
|
8.72K
$454K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-200- 11.83% |
$10.2K - $10.5K
|
1.49K
$77.5K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-200- 2.78% |
$10.2K - $10.5K
|
6.99K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-201- 6.23% |
$10.3K - $10.6K
|
3.02K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-205- 3.97% |
$10.5K - $10.8K
|
4.96K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-220- 1.12% |
$11.2K - $11.6K
|
19.5K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-225- 1.52% |
$11.5K - $11.9K
|
14.5K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-234- 0.75% |
$11.9K - $12.3K
|
30.9K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-235- 0.47% |
$12K - $12.4K
|
49.5K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-236- 2.25% |
$12K - $12.4K
|
10.3K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-240- 4.47% |
$12.2K - $12.7K
|
5.13K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-250- 0.65% |
$12.8K - $13.2K
|
38.5K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-253- 6.36% |
$12.9K - $13.3K
|
3.73K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-255- 2.82% |
$13K - $13.4K
|
8.79K
$457K
|