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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.79K- 72.39% |
$88.5K - $91.8K
|
683
$35.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.8K- 21.61% |
$88.9K - $92.3K
|
6.53K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.83K- 29.81% |
$90.5K - $93.9K
|
4.31K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.91K- 6.1% |
$94.5K - $98K
|
29.4K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.92K- 0.88% |
$94.8K - $98.5K
|
217K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2K- 12.48% |
$98.8K - $103K
|
14K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.04K- 17.73% |
$101K - $105K
|
9.46K
$492K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.05K- 10.23% |
$101K - $105K
|
18K
$934K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.05K- 3.14% |
$101K - $105K
|
63.3K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.06K- 3.64% |
$102K - $106K
|
54.6K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.07K- 52.52% |
$102K - $106K
|
1.87K
$97.1K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
SELL
|
- |
-2.08K- 33.29% |
$103K - $107K
|
4.17K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.08K- 23.16% |
$103K - $107K
|
6.91K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.1K- 4.23% |
$104K - $108K
|
47.5K
$2.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.11K- 12.2% |
$104K - $108K
|
15.2K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-2.12K- 4.87% |
$105K - $109K
|
41.3K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.12K- 3.65% |
$105K - $109K
|
55.9K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.12K- 3.33% |
$105K - $109K
|
61.7K
$3.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.2K- 28.03% |
$109K - $113K
|
5.66K
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.28K- 12.68% |
$112K - $117K
|
15.7K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.29K- 14.33% |
$113K - $117K
|
13.7K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.29K- 20.05% |
$113K - $117K
|
9.12K
$474K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.29K- 2.23% |
$113K - $118K
|
100K
$5.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.4K- 17.75% |
$119K - $123K
|
11.1K
$579K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.46K- 4.06% |
$121K - $126K
|
58.1K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.51K- 0.57% |
$124K - $129K
|
438K
$22.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.51K- 13.62% |
$124K - $129K
|
15.9K
$827K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.52K- 6.22% |
$125K - $129K
|
38K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.56K- 36.29% |
$126K - $131K
|
4.49K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.69K- 19.69% |
$133K - $138K
|
11K
$570K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.7K- 2.75% |
$133K - $138K
|
95.4K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 18.3% |
$136K - $141K
|
12.3K
$639K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.79K- 8.89% |
$138K - $143K
|
28.6K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.79K- 9.44% |
$138K - $143K
|
26.7K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.9K- 3.13% |
$143K - $148K
|
89.6K
$4.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.9K- 39.36% |
$143K - $149K
|
4.47K
$232K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.94K- 32.53% |
$145K - $151K
|
6.11K
$318K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3K- 71.86% |
$148K - $154K
|
1.18K
$61.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.02K- 38.32% |
$149K - $155K
|
4.86K
$253K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.03K- 6.03% |
$150K - $155K
|
47.2K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.23K- 1.2% |
$159K - $165K
|
264K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.23K- 6.14% |
$160K - $166K
|
49.4K
$2.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.38K- 44.79% |
$167K - $173K
|
4.16K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-3.41K- 21.54% |
$168K - $175K
|
12.4K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.49K- 29.0% |
$172K - $179K
|
8.55K
$445K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.5K- 15.41% |
$173K - $179K
|
19.2K
$999K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-3.52K- 12.98% |
$174K - $181K
|
23.6K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.55K- 1.35% |
$175K - $182K
|
259K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.72K- 17.43% |
$184K - $191K
|
17.6K
$917K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-3.86K- 1.21% |
$191K - $198K
|
314K
$16.3M
|