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
|
Wms Partners, LLC
|
SELL
|
- |
-3.89K- 25.74% |
$192K - $199K
|
11.2K
$584K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 21.95% |
$193K - $201K
|
13.9K
$724K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 37.35% |
$194K - $201K
|
6.57K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.98K- 4.41% |
$197K - $204K
|
86.3K
$4.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.05K- 8.52% |
$200K - $208K
|
43.4K
$2.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.21K- 17.4% |
$208K - $216K
|
20K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.29K- 19.38% |
$212K - $220K
|
17.9K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.37K- 44.35% |
$216K - $224K
|
5.48K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.39K- 51.08% |
$217K - $225K
|
4.2K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.4K- 8.67% |
$217K - $226K
|
46.3K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.44K- 6.32% |
$219K - $228K
|
65.9K
$3.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.6K- 3.68% |
$227K - $236K
|
120K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.62K- 1.67% |
$228K - $237K
|
272K
$14.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.7K- 45.74% |
$232K - $241K
|
5.58K
$290K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.8K- 7.83% |
$237K - $246K
|
56.5K
$2.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.82K- 2.56% |
$238K - $247K
|
183K
$9.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.88K- 6.79% |
$241K - $250K
|
66.9K
$3.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.93K- 37.06% |
$244K - $253K
|
8.38K
$436K
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-5.06K- 1.39% |
$250K - $260K
|
358K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.26K- 32.02% |
$260K - $270K
|
11.2K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-5.46K- 3.24% |
$270K - $280K
|
163K
$8.49M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-5.66K- 4.35% |
$280K - $290K
|
124K
$6.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.75K- 1.63% |
$284K - $295K
|
346K
$18M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.9K- 7.98% |
$291K - $302K
|
67.9K
$3.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-6K- 42.47% |
$296K - $308K
|
8.13K
$423K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.08K- 13.92% |
$300K - $312K
|
37.6K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-6.15K- 1.51% |
$304K - $315K
|
400K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.24K- 24.97% |
$308K - $320K
|
18.8K
$976K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.26K- 1.92% |
$309K - $321K
|
320K
$16.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.4K- 10.19% |
$316K - $328K
|
56.4K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.47K- 24.37% |
$320K - $332K
|
20.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.5K- 2.3% |
$321K - $333K
|
276K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.64K- 47.85% |
$328K - $341K
|
7.24K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-6.67K- 6.39% |
$330K - $342K
|
97.7K
$5.08M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.85K- 32.29% |
$339K - $351K
|
14.4K
$748K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-6.96K- 11.06% |
$344K - $357K
|
55.9K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.07K- 26.22% |
$349K - $362K
|
19.9K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.12K- 1.81% |
$352K - $365K
|
385K
$20M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-7.14K- 3.18% |
$353K - $366K
|
217K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-7.28K- 14.18% |
$360K - $373K
|
44.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.29K- 20.02% |
$360K - $374K
|
29.1K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-7.32K- 10.37% |
$362K - $375K
|
63.3K
$3.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.5K- 83.49% |
$371K - $385K
|
1.48K
$77.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.56K- 19.78% |
$374K - $388K
|
30.7K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7.71K- 8.47% |
$381K - $395K
|
83.2K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-7.73K- 8.61% |
$382K - $396K
|
82K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-8.15K- 18.08% |
$402K - $418K
|
36.9K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.69K- 0.41% |
$429K - $446K
|
2.12M
$110M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-8.79K- 49.17% |
$434K - $451K
|
9.09K
$473K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.3K- 49.38% |
$459K - $477K
|
9.53K
$496K
|