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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.43K+ 2.14% |
$170K - $176K
|
164K
$8.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.25K+ 32.82% |
$161K - $167K
|
13.2K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.1K+ 2.45% |
$153K - $159K
|
130K
$6.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.08K+ 8.52% |
$152K - $158K
|
39.2K
$2.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.03K+ 50.2% |
$150K - $156K
|
9.08K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.98K+ 17.01% |
$147K - $153K
|
20.5K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.9K+ 32.12% |
$143K - $149K
|
11.9K
$620K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.81K+ 16.83% |
$139K - $144K
|
19.5K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
2.78K+ 7.78% |
$137K - $142K
|
38.5K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.64K+ 2.41% |
$130K - $135K
|
112K
$5.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.61K+ 39.79% |
$129K - $134K
|
9.18K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.6K+ 7.38% |
$128K - $133K
|
37.8K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.48K+ 1.44% |
$123K - $127K
|
175K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.35K+ 12.35% |
$116K - $121K
|
21.4K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.34K+ 15.84% |
$116K - $120K
|
17.1K
$891K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.32K+ 6.43% |
$115K - $119K
|
38.4K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.29K+ 11.36% |
$113K - $117K
|
22.5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.14KNew |
$106K - $110K
|
2.14K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.11K+ 42.21% |
$104K - $108K
|
7.12K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
2.03KNew |
$100K - $104K
|
2.03K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
2.02K+ 28.23% |
$99.8K - $104K
|
9.18K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.02KNew |
$99.7K - $103K
|
2.02K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.01K+ 6.4% |
$99.4K - $103K
|
33.5K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2K+ 1.26% |
$98.7K - $102K
|
161K
$8.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.99K+ 0.84% |
$98.3K - $102K
|
240K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.99K+ 33.08% |
$98.1K - $102K
|
7.99K
$415K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.96K+ 5.71% |
$97K - $101K
|
36.3K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.93K+ 3.14% |
$95.2K - $98.8K
|
63.3K
$3.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.89K+ 3.77% |
$93.3K - $96.9K
|
52K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 12.07% |
$92.7K - $96.3K
|
17.4K
$906K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.85K+ 1.94% |
$91.1K - $94.6K
|
97K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.81K+ 0.52% |
$89.6K - $93K
|
353K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 1.97% |
$89.2K - $92.6K
|
93.6K
$4.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.8K+ 1.05% |
$88.8K - $92.2K
|
173K
$8.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.69K+ 1.31% |
$83.5K - $86.7K
|
131K
$6.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.68K+ 3.96% |
$83.2K - $86.4K
|
44.2K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 9.27% |
$80.7K - $83.8K
|
19.3K
$1M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.59K+ 10.24% |
$78.4K - $81.4K
|
17.1K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 4.42% |
$77K - $79.9K
|
36.8K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.56K+ 3.79% |
$77K - $79.9K
|
42.7K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.55K+ 1.06% |
$76.6K - $79.5K
|
148K
$7.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.49K+ 12.45% |
$73.8K - $76.6K
|
13.5K
$702K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.45K+ 15.3% |
$71.4K - $74.2K
|
10.9K
$567K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.42K+ 0.16% |
$70.2K - $72.9K
|
864K
$45M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.41K+ 72.69% |
$69.7K - $72.4K
|
3.35K
$174K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.37K+ 15.81% |
$67.9K - $70.5K
|
10.1K
$523K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.37K+ 12.44% |
$67.4K - $70K
|
12.3K
$642K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.35KNew |
$66.8K - $69.4K
|
1.35K
$70.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.34K+ 4.7% |
$66.2K - $68.8K
|
29.9K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.29KNew |
$63.8K - $66.3K
|
1.29K
$67.2K
|