Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
200
New
$9.95K - $10.1K
200 $10.5K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
196
+ 2.25%
$9.75K - $9.87K
8.89K $465K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
195
+ 216.67%
$9.7K - $9.82K
285 $14.9K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
188
+ 1.0%
$9.35K - $9.47K
19K $995K
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
181
+ 3.08%
$9K - $9.12K
6.06K $317K
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
168
New
$8.36K - $8.46K
168 $8.78K
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
155
+ 3.37%
$7.71K - $7.81K
4.76K $249K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
141
+ 0.57%
$7.01K - $7.1K
25K $1.31M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
138
New
$6.86K - $6.95K
138 $7.22K
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
125
+ 2.11%
$6.22K - $6.3K
6.05K $316K
Nov 14, 2023 Q3 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
116
+ 0.17%
$5.77K - $5.84K
70.1K $3.67M
Nov 13, 2023 Q3 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
103
+ 1.1%
$5.12K - $5.19K
9.45K $494K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
87
+ 1.64%
$4.33K - $4.38K
5.4K $282K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
83
New
$4.13K - $4.18K
83 $4.34K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
75
+ 0.83%
$3.73K - $3.78K
9.11K $476K
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
70
+ 0.82%
$3.48K - $3.53K
8.59K $449K
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
64
+ 0.63%
$3.18K - $3.22K
10.3K $537K
Oct 13, 2023 Q3 2023
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
60
+ 0.57%
$2.98K - $3.02K
10.6K $554K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
57
+ 0.16%
$2.84K - $2.87K
35.3K $1.84M
Nov 13, 2023 Q3 2023
1492 Capital Management LLC

Milwaukee, WI
BUY
 -
55
+ 1.18%
$2.74K - $2.77K
4.73K $247K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
53
+ 0.65%
$2.64K - $2.67K
8.26K $432K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
48
+ 5.81%
$2.39K - $2.42K
874 $45.7K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
46
+ 1.37%
$2.29K - $2.32K
3.4K $178K
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
43
+ 0.87%
$2.14K - $2.17K
5K $262K
Nov 13, 2023 Q3 2023
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
43
+ 0.75%
$2.14K - $2.17K
5.77K $301K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
42
+ 0.86%
$2.09K - $2.12K
4.93K $258K
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
38
+ 0.86%
$1.89K - $1.91K
4.45K $233K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
34
+ 0.85%
$1.69K - $1.71K
4.05K $212K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
32
+ 1.58%
$1.59K - $1.61K
2.06K $108K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
29
+ 0.12%
$1.44K - $1.46K
23.7K $1.24M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
29
+ 0.67%
$1.44K - $1.46K
4.37K $228K
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
28
New
$1.39K - $1.41K
28 $1.46K
Nov 13, 2023 Q3 2023
Alpha Centric Advisors LLC

San Juan, PR
BUY
 -
24
+ 1.44%
$1.19K - $1.21K
1.69K $88.3K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
20
+ 0.43%
$995 - $1.01K
4.72K $247K
Nov 08, 2023 Q3 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
20
+ 0.11%
$995 - $1.01K
17.6K $921K
Nov 16, 2023 Q3 2023
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
16
New
$796 - $806
16 $837
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
15
+ 0.88%
$746 - $756
1.71K $89.6K
Nov 08, 2023 Q3 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
14
+ 0.17%
$696 - $705
8.17K $427K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
11
+ 0.11%
$547 - $554
10.5K $548K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
10
+ 0.74%
$497 - $504
1.37K $71.6K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
7
+ 0.19%
$348 - $353
3.67K $192K
Nov 13, 2023 Q3 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
6
+ 0.12%
$298 - $302
5.01K $262K
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
6
+ 0.86%
$298 - $302
702 $36.7K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
5
+ 0.83%
$249 - $252
606 $31.7K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
4
+ 0.36%
$199 - $201
1.13K $58.8K
Nov 03, 2023 Q3 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
4
+ 0.68%
$199 - $201
593 $31K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
3
+ 0.04%
$149 - $151
7.36K $385K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
3
+ 0.97%
$149 - $151
312 $16.3K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
3
+ 0.17%
$149 - $151
1.79K $93.7K

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