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 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.84KNew |
$338K - $351K
|
6.84K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
6.7KNew |
$331K - $343K
|
6.7K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 44360.0% |
$329K - $341K
|
6.67K
$345K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.44K+ 27.68% |
$318K - $330K
|
29.7K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
6.33K+ 1.88% |
$313K - $325K
|
342K
$17.7M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.31K+ 2.73% |
$312K - $323K
|
237K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.24KNew |
$308K - $320K
|
6.24K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.22K+ 31.41% |
$307K - $319K
|
26K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$307K - $319K
|
6.22K
$322K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.12K+ 57.18% |
$302K - $314K
|
16.8K
$871K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.07K+ 18.63% |
$300K - $311K
|
38.7K
$2M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
6.04KNew |
$298K - $310K
|
6.04K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.94K+ 2.16% |
$294K - $305K
|
281K
$14.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.89K+ 138.13% |
$291K - $302K
|
10.2K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.84K+ 2.58% |
$288K - $299K
|
232K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.77K+ 1.79% |
$285K - $296K
|
328K
$17M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5.69K+ 4.93% |
$281K - $292K
|
121K
$6.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.53K+ 101.77% |
$273K - $284K
|
11K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.43K+ 10.99% |
$268K - $279K
|
54.8K
$2.84M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
5.33K+ 4.15% |
$263K - $273K
|
134K
$6.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.25K+ 4.45% |
$259K - $269K
|
123K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.13K+ 120.14% |
$253K - $263K
|
9.4K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.09K+ 8.57% |
$251K - $261K
|
64.5K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.06K+ 8.12% |
$250K - $260K
|
67.4K
$3.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
5.06K+ 8.77% |
$250K - $259K
|
62.8K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
5.04KNew |
$249K - $258K
|
5.04K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.03KNew |
$248K - $258K
|
5.03K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.99KNew |
$246K - $256K
|
4.99K
$258K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.97KNew |
$245K - $255K
|
4.97K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.82KNew |
$238K - $247K
|
4.82K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.7K+ 3.45% |
$232K - $241K
|
141K
$7.3M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
4.54KNew |
$224K - $233K
|
4.54K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.54KNew |
$224K - $233K
|
4.54K
$235K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$224K - $232K
|
4.53K
$234K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.5KNew |
$222K - $231K
|
4.5K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.48K+ 16.04% |
$221K - $230K
|
32.4K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.46K+ 24.9% |
$220K - $229K
|
22.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.4K+ 7.28% |
$217K - $226K
|
64.9K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.35K+ 13.68% |
$215K - $223K
|
36.1K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.28KNew |
$211K - $219K
|
4.28K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$210K - $218K
|
4.26K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.15KNew |
$205K - $213K
|
4.15K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$204K - $212K
|
4.13K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.06K+ 26.19% |
$201K - $208K
|
19.6K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3.96KNew |
$196K - $203K
|
3.96K
$205K
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.9KNew |
$193K - $200K
|
3.9K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.9K+ 10.32% |
$192K - $200K
|
41.7K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.88K+ 0.7% |
$191K - $199K
|
556K
$28.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.83KNew |
$189K - $197K
|
3.83K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.73K+ 3.55% |
$184K - $191K
|
109K
$5.65M
|