Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
16.8KNew |
$819K - $845K
|
16.8K
$872K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.6KNew |
$805K - $831K
|
16.6K
$858K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.5K+ 2.08% |
$802K - $828K
|
809K
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 13.88% |
$801K - $827K
|
135K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.4K+ 7.31% |
$751K - $775K
|
227K
$11.7M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14.9K+ 210.82% |
$724K - $747K
|
21.9K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
14.8KNew |
$720K - $743K
|
14.8K
$767K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2K+ 14.52% |
$690K - $712K
|
112K
$5.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
14.1K+ 5.43% |
$686K - $708K
|
274K
$14.2M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14K+ 91.44% |
$680K - $702K
|
29.3K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
13.9KNew |
$676K - $698K
|
13.9K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13.4KNew |
$651K - $672K
|
13.4K
$693K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.3K+ 43.17% |
$649K - $670K
|
44.3K
$2.29M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.2KNew |
$641K - $662K
|
13.2K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 94.37% |
$635K - $655K
|
26.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
12.6K+ 1.59% |
$614K - $634K
|
805K
$41.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12.5KNew |
$610K - $629K
|
12.5K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 110.61% |
$608K - $627K
|
23.8K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$593K - $612K
|
12.2K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12KNew |
$584K - $602K
|
12K
$622K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$577K - $595K
|
11.9K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 56.73% |
$549K - $567K
|
31.2K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11K+ 4.63% |
$535K - $552K
|
249K
$12.9M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.8KNew |
$527K - $544K
|
10.8K
$561K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.7K+ 65.03% |
$522K - $539K
|
27.2K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.6KNew |
$516K - $533K
|
10.6K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.6KNew |
$514K - $530K
|
10.6K
$547K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
10.4KNew |
$508K - $524K
|
10.4K
$541K
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
10.1K+ 23.71% |
$493K - $508K
|
52.8K
$2.74M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.1K+ 1.63% |
$490K - $506K
|
627K
$32.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
9.7K+ 2.63% |
$471K - $487K
|
379K
$19.6M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
9.58KNew |
$466K - $481K
|
9.58K
$497K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.52KNew |
$463K - $478K
|
9.52K
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.35KNew |
$454K - $469K
|
9.35K
$484K
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.26KNew |
$450K - $465K
|
9.26K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.14K+ 31.94% |
$444K - $459K
|
37.8K
$1.96M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.69KNew |
$423K - $436K
|
8.69K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.66K+ 76.97% |
$421K - $435K
|
19.9K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.29K+ 94.43% |
$403K - $416K
|
17.1K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.25KNew |
$401K - $414K
|
8.25K
$428K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.04KNew |
$391K - $404K
|
8.04K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
7.96K+ 57.82% |
$387K - $400K
|
21.7K
$1.13M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
7.83K+ 24.01% |
$381K - $393K
|
40.4K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.39K+ 122.64% |
$360K - $371K
|
13.4K
$696K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7.28KNew |
$354K - $366K
|
7.28K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.24KNew |
$352K - $363K
|
7.24K
$375K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$351K - $362K
|
7.21K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.16K+ 123.38% |
$348K - $359K
|
13K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.14KNew |
$347K - $358K
|
7.14K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7.11KNew |
$346K - $357K
|
7.11K
$368K
|