Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-305- 10.47% |
$15.1K - $15.6K
|
2.61K
$136K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-306- 0.22% |
$15.1K - $15.7K
|
136K
$7.09M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-309- 4.61% |
$15.3K - $15.8K
|
6.39K
$332K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-312- 1.92% |
$15.4K - $16K
|
15.9K
$828K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-314- 6.66% |
$15.5K - $16.1K
|
4.4K
$229K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-349- 3.63% |
$17.2K - $17.9K
|
9.26K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-350- 1.78% |
$17.3K - $17.9K
|
19.4K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-357- 57.77% |
$17.6K - $18.3K
|
261
$13.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-363- 1.64% |
$17.9K - $18.6K
|
21.8K
$1.13M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-365- 1.37% |
$18K - $18.7K
|
26.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-389- 0.84% |
$19.2K - $19.9K
|
45.8K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-400- 2.59% |
$19.8K - $20.5K
|
15K
$781K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-400- 3.99% |
$19.8K - $20.5K
|
9.63K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-421- 4.13% |
$20.8K - $21.6K
|
9.77K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-440- 9.07% |
$21.7K - $22.6K
|
4.41K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-441- 6.91% |
$21.8K - $22.6K
|
5.95K
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-450- 0.78% |
$22.2K - $23.1K
|
57K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-461- 8.55% |
$22.8K - $23.6K
|
4.93K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-486- 9.07% |
$24K - $24.9K
|
4.88K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-498- 1.53% |
$24.6K - $25.5K
|
32.1K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-500- 10.0% |
$24.7K - $25.6K
|
4.5K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-500- 3.2% |
$24.7K - $25.6K
|
15.1K
$786K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-504- 0.21% |
$24.9K - $25.8K
|
236K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-504- 2.97% |
$24.9K - $25.8K
|
16.5K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-508- 4.84% |
$25.1K - $26.1K
|
9.98K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-516- 3.32% |
$25.5K - $26.5K
|
15K
$782K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 2.86% |
$26.4K - $27.4K
|
18.2K
$947K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-549- 0.55% |
$27.1K - $28.2K
|
99.4K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-550- 5.65% |
$27.2K - $28.2K
|
9.19K
$478K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-551- 0.23% |
$27.2K - $28.3K
|
239K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-564- 10.76% |
$27.9K - $28.9K
|
4.68K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-568- 0.37% |
$28.1K - $29.1K
|
155K
$8.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-580- 9.88% |
$28.7K - $29.7K
|
5.29K
$275K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-581- 8.37% |
$28.7K - $29.8K
|
6.36K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-586- 0.11% |
$28.9K - $30.1K
|
524K
$27.3M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-602- 4.4% |
$29.7K - $30.9K
|
13.1K
$681K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-620- 2.46% |
$30.6K - $31.8K
|
24.5K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-674- 6.68% |
$33.3K - $34.6K
|
9.42K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-678- 2.82% |
$33.5K - $34.8K
|
23.4K
$1.22M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-685- 8.63% |
$33.8K - $35.1K
|
7.25K
$377K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-693- 1.38% |
$34.2K - $35.5K
|
49.6K
$2.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-693- 1.13% |
$34.2K - $35.5K
|
60.7K
$3.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-713- 15.63% |
$35.2K - $36.6K
|
3.85K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-725- 11.99% |
$35.8K - $37.2K
|
5.32K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-741- 12.21% |
$36.6K - $38K
|
5.33K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-744- 22.22% |
$36.8K - $38.2K
|
2.6K
$135K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-755- 6.16% |
$37.3K - $38.7K
|
11.5K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-781- 13.2% |
$38.6K - $40K
|
5.13K
$267K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-781- 13.2% |
$38.6K - $40K
|
5.13K
$267K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-788- 2.78% |
$38.9K - $40.4K
|
27.5K
$1.43M
|