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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.25KNew |
$61.9K - $64.3K
|
1.25K
$65.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.25K+ 10.45% |
$61.7K - $64K
|
13.2K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.22K+ 20.64% |
$60.4K - $62.7K
|
7.15K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 4.99% |
$58.4K - $60.7K
|
24.9K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.13K+ 5.81% |
$55.7K - $57.8K
|
20.5K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.05K+ 28.51% |
$51.6K - $53.6K
|
4.71K
$244K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 134.72% |
$51.2K - $53.1K
|
1.81K
$93.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.04K+ 2.62% |
$51.1K - $53.1K
|
40.6K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.03KNew |
$51K - $52.9K
|
1.03K
$53.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1K+ 309.26% |
$49.5K - $51.4K
|
1.33K
$68.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1K+ 3.26% |
$49.4K - $51.3K
|
31.7K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
948New |
$46.8K - $48.6K
|
948
$49.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
900+ 14.87% |
$44.5K - $46.2K
|
6.95K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
844+ 17.73% |
$41.7K - $43.3K
|
5.6K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
820+ 5.2% |
$40.5K - $42K
|
16.6K
$860K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
795+ 3.58% |
$39.3K - $40.8K
|
23K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
777+ 5.36% |
$38.4K - $39.8K
|
15.3K
$792K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
687New |
$33.9K - $35.2K
|
687
$35.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
669+ 12.26% |
$33K - $34.3K
|
6.13K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
653+ 0.93% |
$32.3K - $33.5K
|
70.8K
$3.67M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
646New |
$31.9K - $33.1K
|
646
$33.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
615+ 94.62% |
$30.4K - $31.5K
|
1.27K
$65.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
612+ 1.76% |
$30.2K - $31.4K
|
35.4K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
609+ 21.55% |
$30.1K - $31.2K
|
3.44K
$178K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
541New |
$26.7K - $27.7K
|
541
$28.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
531+ 5.75% |
$26.2K - $27.2K
|
9.77K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
531New |
$26.2K - $27.2K
|
531
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
502New |
$24.8K - $25.7K
|
502
$26K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
482+ 1.57% |
$23.8K - $24.7K
|
31.3K
$1.62M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
478New |
$23.6K - $24.5K
|
478
$24.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
446+ 143.87% |
$22K - $22.9K
|
756
$39.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
443+ 25.62% |
$21.9K - $22.7K
|
2.17K
$113K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
440+ 1.98% |
$21.7K - $22.6K
|
22.7K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
438+ 7.94% |
$21.6K - $22.5K
|
5.96K
$309K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
426+ 7.89% |
$21K - $21.8K
|
5.82K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
406New |
$20.1K - $20.8K
|
406
$21.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
396+ 0.45% |
$19.6K - $20.3K
|
87.5K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
389+ 1.22% |
$19.2K - $19.9K
|
32.3K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
380New |
$18.8K - $19.5K
|
380
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
377+ 2.87% |
$18.6K - $19.3K
|
13.5K
$702K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
368+ 25.72% |
$18.2K - $18.9K
|
1.8K
$93.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
364New |
$18K - $18.7K
|
364
$18.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
343+ 2.86% |
$16.9K - $17.6K
|
12.3K
$640K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
313New |
$15.5K - $16.1K
|
313
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
280+ 4.48% |
$13.8K - $14.4K
|
6.52K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
264+ 2.48% |
$13K - $13.5K
|
10.9K
$566K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
250+ 2.9% |
$12.4K - $12.8K
|
8.86K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
200New |
$9.88K - $10.3K
|
200
$10.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
199New |
$9.83K - $10.2K
|
199
$10.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
190+ 5.56% |
$9.39K - $9.74K
|
3.61K
$187K
|