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 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
349+ 0.83% |
$17.7K - $17.9K
|
42.2K
$2.18M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
339+ 2.81% |
$17.2K - $17.4K
|
12.4K
$639K
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
300+ 2.0% |
$15.2K - $15.4K
|
15.3K
$789K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
295+ 0.46% |
$14.9K - $15.1K
|
64.5K
$3.33M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
290+ 0.55% |
$14.7K - $14.9K
|
52.8K
$2.72M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
272New |
$13.8K - $14K
|
272
$14K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
270+ 0.45% |
$13.7K - $13.9K
|
60.8K
$3.14M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266+ 87.5% |
$13.5K - $13.6K
|
570
$29.4K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 5.48% |
$13.3K - $13.4K
|
5.04K
$260K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 3.17% |
$13.1K - $13.2K
|
8.39K
$433K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 3.17% |
$13.1K - $13.2K
|
8.39K
$433K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
224+ 1.16% |
$11.3K - $11.5K
|
19.6K
$1.01M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
187+ 50.68% |
$9.47K - $9.59K
|
556
$28.7K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
184+ 0.69% |
$9.32K - $9.44K
|
26.8K
$1.38M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
177+ 1.59% |
$8.96K - $9.08K
|
11.3K
$582K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
161New |
$8.15K - $8.26K
|
161
$8.3K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
159+ 3.15% |
$8.05K - $8.16K
|
5.2K
$268K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
152New |
$7.7K - $7.8K
|
152
$7.83K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
145+ 53.31% |
$7.34K - $7.44K
|
417
$21.5K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
143+ 1.58% |
$7.24K - $7.34K
|
9.22K
$475K
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
140+ 3.04% |
$7.09K - $7.18K
|
4.75K
$245K
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
139+ 2.33% |
$7.04K - $7.13K
|
6.11K
$315K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
135+ 2.34% |
$6.84K - $6.93K
|
5.9K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
126New |
$6.38K - $6.46K
|
126
$6.49K
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
121+ 2.04% |
$6.13K - $6.21K
|
6.05K
$312K
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
120+ 1.86% |
$6.08K - $6.16K
|
6.56K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
118+ 24.28% |
$5.98K - $6.05K
|
604
$31.1K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
114+ 0.87% |
$5.77K - $5.85K
|
13.3K
$684K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
104+ 0.58% |
$5.27K - $5.34K
|
18K
$929K
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
100+ 1.88% |
$5.06K - $5.13K
|
5.42K
$279K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 4.03% |
$5.06K - $5.13K
|
2.58K
$133K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
99+ 2.35% |
$5.01K - $5.08K
|
4.31K
$222K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
91New |
$4.61K - $4.67K
|
91
$4.69K
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
89New |
$4.51K - $4.57K
|
89
$4.59K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
72+ 0.33% |
$3.65K - $3.69K
|
21.8K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
68+ 194.29% |
$3.44K - $3.49K
|
103
$5.31K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
67+ 0.62% |
$3.39K - $3.44K
|
10.9K
$561K
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
64+ 1.6% |
$3.24K - $3.28K
|
4.06K
$209K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
63+ 0.81% |
$3.19K - $3.23K
|
7.86K
$405K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62+ 0.48% |
$3.14K - $3.18K
|
12.9K
$667K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
58+ 0.59% |
$2.94K - $2.98K
|
9.84K
$507K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
55New |
$2.79K - $2.82K
|
55
$2.83K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
50+ 1.0% |
$2.53K - $2.57K
|
5.07K
$261K
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
47+ 0.21% |
$2.38K - $2.41K
|
22.2K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
45+ 0.99% |
$2.28K - $2.31K
|
4.58K
$236K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
35+ 0.81% |
$1.77K - $1.8K
|
4.38K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28+ 0.38% |
$1.42K - $1.44K
|
7.47K
$385K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 0.35% |
$1.32K - $1.33K
|
7.38K
$380K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.03% |
$912 - $923
|
1.76K
$90.9K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.16% |
$861 - $872
|
10.9K
$563K
|