Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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
Lincoln National Corp

BUY
 -
24.9K
+ 188.28%
$1.23M - $1.28M
38.1K $1.98M
Jan 30, 2024 Q4 2023
Octavia Wealth Advisors, LLC

BUY
 -
24.4K
+ 168.12%
$1.2M - $1.25M
38.9K $2.02M
Jan 18, 2024 Q4 2023
Saxon Interests, Inc.

BUY
 -
24.3K
New
$1.2M - $1.24M
24.3K $1.26M
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
23.9K
New
$1.18M - $1.23M
23.9K $1.24M
Jan 29, 2024 Q4 2023
Graypoint LLC

BUY
 -
23.8K
+ 17.41%
$1.18M - $1.22M
160K $8.35M
Feb 08, 2024 Q4 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
23.5K
+ 2.98%
$1.16M - $1.2M
812K $42.2M
Feb 06, 2024 Q4 2023
Blue Fin Capital, Inc.

BUY
 -
23.4K
+ 13.53%
$1.16M - $1.2M
197K $10.2M
Feb 12, 2024 Q4 2023
Td Asset Management Inc

BUY
 -
23.4K
+ 61.87%
$1.16M - $1.2M
61.2K $3.18M
Feb 07, 2024 Q4 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
22.7K
+ 51.92%
$1.12M - $1.16M
66.3K $3.45M
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
22.5K
+ 57.22%
$1.11M - $1.15M
61.9K $3.22M
Jan 11, 2024 Q4 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
22K
New
$1.09M - $1.13M
22K $1.15M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
21.6K
+ 133.6%
$1.07M - $1.11M
37.8K $1.96M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
21.3K
+ 21.95%
$1.05M - $1.09M
118K $6.16M
Jan 29, 2024 Q4 2023
Bray Capital Advisors

BUY
 -
21.2K
+ 5.46%
$1.05M - $1.09M
409K $21.3M
Jan 25, 2024 Q4 2023
Bernardo Wealth Planning LLC

BUY
 -
21.1K
+ 21.51%
$1.04M - $1.08M
119K $6.2M
Feb 12, 2024 Q4 2023
Alley Investment Management Company, LLC

BUY
 -
20.3K
+ 6.31%
$1.01M - $1.04M
343K $17.8M
Jan 23, 2024 Q4 2023
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
20.1K
New
$995K - $1.03M
20.1K $1.05M
Jan 29, 2024 Q4 2023
Yhb Investment Advisors, Inc.

BUY
 -
20K
+ 87.1%
$990K - $1.03M
43K $2.24M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
19.8K
New
$977K - $1.01M
19.8K $1.03M
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
19.6K
+ 12.56%
$968K - $1M
175K $9.13M
Jan 19, 2024 Q4 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
19.5K
+ 50.35%
$963K - $1M
58.2K $3.03M
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
19.1K
+ 9.4%
$944K - $980K
222K $11.6M
Feb 02, 2024 Q4 2023
Dohj, LLC

Seattle, WA
BUY
 -
18.7K
New
$922K - $957K
18.7K $971K
Feb 09, 2024 Q4 2023
Eagle Global Advisors LLC

Houston, TX
BUY
 -
18.5K
+ 64.29%
$913K - $948K
47.2K $2.46M
Jan 09, 2024 Q4 2023
Sarasin & Partners LLP

BUY
 -
18.2K
New
$897K - $931K
18.2K $945K
Feb 14, 2024 Q4 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
17.9K
+ 176.01%
$886K - $920K
28.1K $1.46M
Jan 23, 2024 Q4 2023
Family Capital Trust CO

BUY
 -
17.7K
New
$875K - $909K
17.7K $922K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
17.4K
+ 10.51%
$858K - $891K
183K $9.5M
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
17.3K
New
$855K - $887K
17.3K $900K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
17.3K
+ 21.35%
$852K - $885K
98.1K $5.1M
Jan 18, 2024 Q4 2023
Sage Financial Group Inc

BUY
 -
16.9K
+ 20.56%
$835K - $867K
99.1K $5.16M
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
16.3K
New
$808K - $838K
16.3K $850K
Jan 31, 2024 Q4 2023
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
16.2K
New
$799K - $829K
16.2K $841K
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
16.1K
+ 98.12%
$793K - $824K
32.4K $1.69M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
15.8K
New
$783K - $812K
15.8K $824K
Feb 09, 2024 Q4 2023
Perella Weinberg Partners Capital Management LP

BUY
 -
15.6K
+ 16.81%
$771K - $800K
108K $5.64M
Jan 03, 2024 Q4 2023
Massmutual Trust CO Fsb

BUY
 -
15.4K
+ 107.19%
$762K - $791K
29.8K $1.55M
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
15.2K
+ 4.12%
$753K - $782K
385K $20M
Feb 09, 2024 Q4 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
14.7K
+ 34.23%
$728K - $756K
57.8K $3.01M
Feb 05, 2024 Q4 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
14.3K
+ 9.59%
$706K - $733K
163K $8.5M
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
14.3K
New
$706K - $733K
14.3K $743K
Feb 13, 2024 Q4 2023
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
14.2K
New
$702K - $729K
14.2K $739K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
14K
New
$694K - $720K
14K $731K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
13.9K
New
$686K - $712K
13.9K $722K
Aug 05, 2024 Q4 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
13.8K
New
$684K - $710K
13.8K $720K
Mar 01, 2024 Q4 2023
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
13.6K
New
$673K - $699K
13.6K $709K
Jan 31, 2024 Q4 2023
Cutler Investment Counsel LLC

BUY
 -
13.5K
+ 2.21%
$667K - $692K
623K $32.4M
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
13.5K
New
$664K - $690K
13.5K $700K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
13K
+ 146.35%
$643K - $667K
21.9K $1.14M

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