Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11K- 4.26% |
$562K - $568K
|
248K
$13M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.2K- 8.35% |
$572K - $578K
|
123K
$6.44M
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-11.3K- 2.82% |
$576K - $582K
|
389K
$20.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11.5K- 5.28% |
$584K - $590K
|
206K
$10.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.7K- 9.68% |
$594K - $600K
|
109K
$5.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-12.1K- 17.94% |
$616K - $622K
|
55.3K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12.1K- 12.22% |
$619K - $625K
|
87.2K
$4.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.8K- 43.13% |
$654K - $661K
|
16.9K
$885K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.6K- 5.14% |
$692K - $700K
|
251K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-13.7K- 16.01% |
$697K - $704K
|
71.8K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-13.7K- 57.44% |
$699K - $706K
|
10.2K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-15.2K- 38.84% |
$774K - $782K
|
23.9K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-15.3K- 14.59% |
$778K - $786K
|
89.4K
$4.68M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-15.3K- 41.45% |
$780K - $788K
|
21.6K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-15.5K- 6.56% |
$792K - $800K
|
221K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-15.6K- 3.13% |
$795K - $803K
|
483K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-15.7K- 14.46% |
$799K - $807K
|
92.8K
$4.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.7K- 7.07% |
$849K - $858K
|
219K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-17K- 10.58% |
$866K - $875K
|
144K
$7.51M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17.2K- 11.8% |
$879K - $888K
|
129K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-17.4K- 17.76% |
$888K - $898K
|
80.8K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-17.7K- 8.81% |
$900K - $909K
|
183K
$9.55M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 68.05% |
$918K - $927K
|
8.45K
$442K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18.1K- 10.27% |
$920K - $930K
|
158K
$8.25M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-19.1K- 8.24% |
$973K - $983K
|
213K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21.5K- 17.77% |
$1.1M - $1.11M
|
99.5K
$5.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-21.6K- 9.79% |
$1.1M - $1.11M
|
199K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-22.5K- 78.29% |
$1.14M - $1.16M
|
6.23K
$326K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-22.7K- 50.03% |
$1.16M - $1.17M
|
22.7K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24K- 85.06% |
$1.22M - $1.23M
|
4.21K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-24.1K- 14.77% |
$1.23M - $1.24M
|
139K
$7.28M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25.2K- 6.44% |
$1.28M - $1.3M
|
366K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25.5K- 57.36% |
$1.3M - $1.31M
|
18.9K
$989K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-25.9K- 22.81% |
$1.32M - $1.33M
|
87.6K
$4.58M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-26.9K- 5.23% |
$1.37M - $1.39M
|
488K
$25.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-27.3K- 65.57% |
$1.39M - $1.41M
|
14.3K
$750K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-27.5K- 27.78% |
$1.4M - $1.42M
|
71.6K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 73.67% |
$1.46M - $1.47M
|
10.2K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-29.1K- 16.03% |
$1.48M - $1.5M
|
153K
$7.98M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29.6K- 41.82% |
$1.51M - $1.52M
|
41.2K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29.8K- 43.87% |
$1.52M - $1.53M
|
38.1K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-31K- 3.74% |
$1.58M - $1.59M
|
796K
$41.6M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-33.9K- 24.88% |
$1.73M - $1.75M
|
102K
$5.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37.4K- 79.17% |
$1.9M - $1.92M
|
9.83K
$514K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-38.1K- 22.74% |
$1.94M - $1.96M
|
130K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-38.2K- 60.27% |
$1.95M - $1.97M
|
25.2K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-40.9K- 43.7% |
$2.08M - $2.11M
|
52.7K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41K- 97.49% |
$2.09M - $2.11M
|
1.05K
$55.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-42K- 22.02% |
$2.14M - $2.16M
|
149K
$7.78M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-44.4K- 16.5% |
$2.26M - $2.28M
|
225K
$11.7M
|