Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.95K+ 44.58% |
$145K - $151K
|
9.56K
$495K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.83K+ 10.48% |
$139K - $145K
|
29.9K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.81K+ 9.7% |
$138K - $144K
|
31.8K
$1.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.69KNew |
$132K - $138K
|
2.69K
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.61K+ 5.18% |
$128K - $134K
|
53K
$2.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.6K+ 5.94% |
$128K - $133K
|
46.3K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 7.26% |
$125K - $131K
|
37.6K
$1.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.5KNew |
$122K - $128K
|
2.5K
$129K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.49K+ 39.58% |
$122K - $128K
|
8.78K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.47K+ 2.72% |
$121K - $127K
|
93.4K
$4.84M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.44K+ 22.04% |
$120K - $125K
|
13.5K
$701K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 5.36% |
$115K - $120K
|
46.2K
$2.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.31KNew |
$114K - $119K
|
2.31K
$120K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.24K+ 0.34% |
$110K - $115K
|
655K
$33.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 7.04% |
$105K - $110K
|
32.6K
$1.69M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.04K+ 3.4% |
$100K - $105K
|
62K
$3.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.03K+ 12.93% |
$99.5K - $104K
|
17.7K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.02K+ 7.5% |
$99.1K - $104K
|
29K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 9.37% |
$97.9K - $102K
|
23.3K
$1.21M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.99K+ 35.32% |
$97.9K - $102K
|
7.64K
$396K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.98K+ 6.96% |
$97.2K - $102K
|
30.4K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 2.4% |
$95.9K - $100K
|
83.2K
$4.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.88K+ 1.3% |
$92.2K - $96.3K
|
146K
$7.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.82KNew |
$89.5K - $93.5K
|
1.82K
$94.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.82K+ 12.96% |
$89.1K - $93.1K
|
15.8K
$820K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 12.24% |
$86.5K - $90.4K
|
16.2K
$838K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.74K+ 1.05% |
$85.2K - $89K
|
167K
$8.63M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.73KNew |
$84.7K - $88.4K
|
1.73K
$89.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.72K+ 4.56% |
$84.4K - $88.2K
|
39.5K
$2.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.7K+ 14.73% |
$83.2K - $86.9K
|
13.2K
$684K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 11.23% |
$81.8K - $85.5K
|
16.5K
$855K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.64K+ 1.27% |
$80.3K - $83.9K
|
131K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.54K+ 13.64% |
$75.6K - $79K
|
12.8K
$665K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.54K+ 14.74% |
$75.6K - $79K
|
12K
$621K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.54K+ 11.82% |
$75.5K - $78.9K
|
14.6K
$754K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.53KNew |
$75.1K - $78.4K
|
1.53K
$79.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.51K+ 1.17% |
$74.1K - $77.4K
|
130K
$6.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.5K+ 16.36% |
$73.6K - $76.9K
|
10.7K
$553K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.47K+ 10.29% |
$72.1K - $75.3K
|
15.8K
$816K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.37K+ 13.26% |
$67K - $70K
|
11.7K
$604K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.34K+ 3.73% |
$66K - $68.9K
|
37.4K
$1.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.32K+ 0.72% |
$64.7K - $67.6K
|
184K
$9.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.3K+ 15.58% |
$63.8K - $66.7K
|
9.65K
$500K
|
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.3K+ 4.6% |
$63.8K - $66.7K
|
29.5K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 3.26% |
$63.1K - $65.9K
|
40.7K
$2.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.28K+ 0.38% |
$62.7K - $65.5K
|
337K
$17.4M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 0.38% |
$62.7K - $65.5K
|
337K
$17.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.28K+ 19.34% |
$62.6K - $65.4K
|
7.87K
$408K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.26K+ 30.2% |
$61.6K - $64.3K
|
5.41K
$280K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.22KNew |
$60K - $62.7K
|
1.22K
$63.3K
|