Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.14K- 0.88% |
$57.7K - $58.5K
|
128K
$6.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.14K- 7.32% |
$57.7K - $58.5K
|
14.4K
$744K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.17K- 0.67% |
$59.2K - $60K
|
173K
$8.92M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.18K- 11.75% |
$59.6K - $60.4K
|
8.84K
$456K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 84.99% |
$59.9K - $60.7K
|
209
$10.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.23K- 7.9% |
$62K - $62.8K
|
14.3K
$737K
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-1.25K- 0.42% |
$63.1K - $63.9K
|
297K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.3K- 84.61% |
$65.7K - $66.5K
|
236
$12.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.3K- 1.78% |
$66K - $66.8K
|
72K
$3.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.32K- 12.55% |
$66.8K - $67.7K
|
9.2K
$474K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-1.34K- 22.17% |
$67.8K - $68.7K
|
4.7K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 8.84% |
$68.1K - $69K
|
13.9K
$714K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.36K- 2.55% |
$68.9K - $69.8K
|
52K
$2.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.4K- 44.15% |
$70.6K - $71.6K
|
1.77K
$91K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.42K- 4.26% |
$71.8K - $72.7K
|
31.8K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.44K- 0.35% |
$72.7K - $73.6K
|
408K
$21.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.46K- 0.57% |
$74K - $75K
|
254K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.48K- 4.31% |
$75.1K - $76.1K
|
32.9K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 4.64% |
$76K - $77K
|
30.8K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.57% |
$76K - $77K
|
4.37K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 0.69% |
$80.5K - $81.5K
|
228K
$11.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.6K- 2.29% |
$81K - $82.1K
|
68.2K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.63K- 8.43% |
$82.4K - $83.5K
|
17.7K
$911K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.63K- 8.91% |
$82.5K - $83.6K
|
16.6K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.63K- 1.06% |
$82.5K - $83.6K
|
152K
$7.85M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.63K- 0.74% |
$82.6K - $83.7K
|
219K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.66K- 4.48% |
$84.1K - $85.2K
|
35.4K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.66K- 49.58% |
$84.2K - $85.3K
|
1.69K
$87.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 10.18% |
$85.6K - $86.7K
|
14.9K
$769K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 7.54% |
$85.8K - $86.9K
|
20.8K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 4.94% |
$86.1K - $87.2K
|
32.7K
$1.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.72K- 0.75% |
$87.1K - $88.2K
|
227K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.75K- 99.94% |
$88.6K - $89.8K
|
1
$51.5
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.76K- 30.04% |
$89.2K - $90.4K
|
4.1K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.76K- 2.18% |
$89.3K - $90.5K
|
79.2K
$4.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.9K- 7.38% |
$96.4K - $97.6K
|
23.9K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.9K- 8.24% |
$96.4K - $97.6K
|
21.2K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.92K- 0.56% |
$97.1K - $98.3K
|
342K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.95K- 33.25% |
$98.6K - $99.9K
|
3.91K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.99K- 19.52% |
$101K - $102K
|
8.18K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.01K- 1.55% |
$102K - $103K
|
128K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.01K- 32.21% |
$102K - $103K
|
4.22K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 0.96% |
$103K - $105K
|
211K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-2.1K- 1.89% |
$106K - $108K
|
109K
$5.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.1K- 7.86% |
$106K - $108K
|
24.6K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.12K- 22.47% |
$107K - $109K
|
7.32K
$377K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.13K- 0.44% |
$108K - $109K
|
481K
$24.8M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.16K- 4.74% |
$109K - $111K
|
43.4K
$2.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.17K- 62.69% |
$110K - $111K
|
1.29K
$66.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 9.43% |
$114K - $116K
|
21.7K
$1.12M
|