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
|
Global Retirement Partners, LLC
|
SELL
|
- |
-169- 1.55% |
$8.22K - $8.48K
|
10.7K
$553K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-185- 0.08% |
$9K - $9.29K
|
243K
$12.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-191- 1.7% |
$9.29K - $9.59K
|
11K
$569K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-205- 24.49% |
$9.97K - $10.3K
|
632
$32.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-211- 82.42% |
$10.3K - $10.6K
|
45
$2.32K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-212- 26.67% |
$10.3K - $10.6K
|
583
$30K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-225- 3.42% |
$10.9K - $11.3K
|
6.36K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-229- 0.26% |
$11.1K - $11.5K
|
88.6K
$4.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-230- 0.21% |
$11.2K - $11.5K
|
108K
$5.57M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-299- 5.93% |
$14.5K - $15K
|
4.74K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-315- 34.5% |
$15.3K - $15.8K
|
598
$30.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-339- 14.65% |
$16.5K - $17K
|
1.98K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-350- 1.32% |
$17K - $17.6K
|
26.1K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-389- 7.15% |
$18.9K - $19.5K
|
5.05K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-410- 6.36% |
$19.9K - $20.6K
|
6.03K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-418- 4.84% |
$20.3K - $21K
|
8.22K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-430- 4.8% |
$20.9K - $21.6K
|
8.52K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-433- 7.71% |
$21.1K - $21.7K
|
5.18K
$267K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-436- 42.08% |
$21.2K - $21.9K
|
600
$30.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 2.58% |
$21.8K - $22.5K
|
16.9K
$871K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-454- 3.84% |
$22.1K - $22.8K
|
11.4K
$586K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-475- 7.64% |
$23.1K - $23.8K
|
5.75K
$296K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-481- 2.15% |
$23.4K - $24.1K
|
21.9K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-500- 83.33% |
$24.3K - $25.1K
|
100
$5.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-522- 47.2% |
$25.4K - $26.2K
|
584
$30.1K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-545- 5.55% |
$26.5K - $27.4K
|
9.27K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-562- 6.7% |
$27.3K - $28.2K
|
7.82K
$403K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-577- 2.61% |
$28.1K - $29K
|
21.5K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-580- 9.16% |
$28.2K - $29.1K
|
5.75K
$296K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-586- 5.23% |
$28.5K - $29.4K
|
10.6K
$547K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-592- 28.46% |
$28.8K - $29.7K
|
1.49K
$76.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-600- 12.61% |
$29.2K - $30.1K
|
4.16K
$214K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-623- 1.68% |
$30.3K - $31.3K
|
36.6K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-634- 4.26% |
$30.8K - $31.8K
|
14.3K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-654- 8.2% |
$31.8K - $32.8K
|
7.32K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-669- 6.69% |
$32.5K - $33.6K
|
9.33K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-670- 6.32% |
$32.6K - $33.6K
|
9.93K
$512K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-678- 6.31% |
$33K - $34K
|
10.1K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-689- 4.6% |
$33.5K - $34.6K
|
14.3K
$737K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-700- 11.34% |
$34K - $35.1K
|
5.48K
$282K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-706- 3.71% |
$34.3K - $35.4K
|
18.3K
$944K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-719- 6.31% |
$35K - $36.1K
|
10.7K
$550K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-725- 3.84% |
$35.3K - $36.4K
|
18.1K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-728- 3.13% |
$35.4K - $36.5K
|
22.6K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-740- 15.15% |
$36K - $37.1K
|
4.15K
$214K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-750- 40.0% |
$36.5K - $37.6K
|
1.13K
$58K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-762- 0.96% |
$37.1K - $38.2K
|
78.2K
$4.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-768- 8.01% |
$37.3K - $38.5K
|
8.82K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-783- 10.86% |
$38.1K - $39.3K
|
6.43K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-801- 44.35% |
$39K - $40.2K
|
1.01K
$51.8K
|