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 06, 2024
Q4 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
96.6K+ 100.0% |
$4.77M - $4.96M
|
193K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93.6K+ 4.89% |
$4.62M - $4.8M
|
2.01M
$104M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
92K+ 15.81% |
$4.54M - $4.72M
|
674K
$35.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
87.3K+ 444.24% |
$4.31M - $4.48M
|
107K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.8K+ 8.15% |
$4.19M - $4.35M
|
1.12M
$58.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
82.5K+ 69.06% |
$4.08M - $4.23M
|
202K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
81.6K+ 21.21% |
$4.03M - $4.18M
|
466K
$24.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
81.6K+ 21.21% |
$4.03M - $4.18M
|
466K
$24.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
80.6K+ 9.44% |
$3.98M - $4.13M
|
934K
$48.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
80.2KNew |
$3.96M - $4.11M
|
80.2K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
78K+ 6.83% |
$3.85M - $4M
|
1.22M
$63.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.5KNew |
$3.78M - $3.92M
|
76.5K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74.4K+ 8.05% |
$3.67M - $3.81M
|
998K
$51.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
66.8KNew |
$3.3M - $3.43M
|
66.8K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.5K+ 13.03% |
$3.28M - $3.41M
|
577K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63.5K+ 9.67% |
$3.14M - $3.26M
|
720K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
61.7K+ 10.94% |
$3.05M - $3.16M
|
626K
$32.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.2K+ 8.73% |
$2.92M - $3.03M
|
737K
$38.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
57.1KNew |
$2.82M - $2.93M
|
57.1K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
56.6KNew |
$2.8M - $2.9M
|
56.6K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49.3K+ 2.85% |
$2.44M - $2.53M
|
1.78M
$92.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
48.4K+ 10.62% |
$2.39M - $2.48M
|
505K
$26.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47.8K+ 15.31% |
$2.36M - $2.45M
|
360K
$18.7M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
47.1K+ 206.3% |
$2.33M - $2.41M
|
69.9K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.6K+ 8.5% |
$2.3M - $2.39M
|
595K
$31M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
45.1KNew |
$2.23M - $2.31M
|
45.1K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44K+ 12.44% |
$2.17M - $2.26M
|
397K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.9K+ 18.52% |
$2.12M - $2.2M
|
275K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.5KNew |
$2.1M - $2.18M
|
42.5K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40.5K+ 2746.54% |
$2M - $2.08M
|
42K
$2.19M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
39.9K+ 61.92% |
$1.97M - $2.05M
|
104K
$5.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37.6K+ 34.2% |
$1.86M - $1.93M
|
148K
$7.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
36.1KNew |
$1.79M - $1.85M
|
36.1K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
35.2K+ 344.86% |
$1.74M - $1.81M
|
45.4K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
34.6KNew |
$1.71M - $1.78M
|
34.6K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34.3KNew |
$1.69M - $1.76M
|
34.3K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.1K+ 18.65% |
$1.69M - $1.75M
|
217K
$11.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
32.9KNew |
$1.62M - $1.69M
|
32.9K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.3K+ 28.25% |
$1.6M - $1.66M
|
147K
$7.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
32KNew |
$1.58M - $1.64M
|
32K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 1559.22% |
$1.55M - $1.61M
|
33.4K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
30.5K+ 42.27% |
$1.51M - $1.56M
|
103K
$5.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
29.8KNew |
$1.47M - $1.53M
|
29.8K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
29.2KNew |
$1.44M - $1.5M
|
29.2K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9KNew |
$1.43M - $1.48M
|
28.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
28.7KNew |
$1.42M - $1.47M
|
28.7K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
28.6KNew |
$1.41M - $1.47M
|
28.6K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
28.6KNew |
$1.41M - $1.46M
|
28.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.8K+ 249.05% |
$1.37M - $1.43M
|
39K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25.3KNew |
$1.25M - $1.3M
|
25.3K
$1.32M
|