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
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-803- 0.31% |
$39K - $40.3K
|
255K
$13.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-809- 8.83% |
$39.3K - $40.6K
|
8.35K
$430K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-834- 2.49% |
$40.6K - $41.9K
|
32.6K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-850- 7.15% |
$41.3K - $42.7K
|
11K
$569K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-850- 9.58% |
$41.3K - $42.7K
|
8.02K
$414K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-869- 55.35% |
$42.3K - $43.6K
|
701
$36.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-894- 2.93% |
$43.5K - $44.9K
|
29.6K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-918- 8.92% |
$44.6K - $46.1K
|
9.37K
$483K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-920- 48.94% |
$44.7K - $46.2K
|
960
$49.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-924- 2.96% |
$44.9K - $46.4K
|
30.2K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-941- 26.35% |
$45.8K - $47.2K
|
2.63K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-976- 12.61% |
$47.5K - $49K
|
6.76K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-977- 94.4% |
$47.5K - $49K
|
58
$2.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-992- 92.71% |
$48.2K - $49.8K
|
78
$4.02K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 97.09% |
$48.6K - $50.2K
|
30
$1.55K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 95.36% |
$50K - $51.6K
|
50
$2.58K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.06K- 1.02% |
$51.6K - $53.3K
|
103K
$5.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.09K- 5.82% |
$52.8K - $54.5K
|
17.6K
$905K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 1.63% |
$53.5K - $55.3K
|
66.5K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.11K- 0.75% |
$53.8K - $55.5K
|
146K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.14K- 33.06% |
$55.2K - $57K
|
2.3K
$119K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.14K- 15.02% |
$55.5K - $57.3K
|
6.46K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.15K- 0.43% |
$56K - $57.8K
|
264K
$13.6M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.15K- 16.68% |
$56.1K - $57.9K
|
5.76K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.17K- 95.66% |
$56.8K - $58.7K
|
53
$2.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.18K- 80.87% |
$57.6K - $59.4K
|
280
$14.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 25.0% |
$58.4K - $60.2K
|
3.6K
$186K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.22K- 4.97% |
$59.3K - $61.2K
|
23.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 6.24% |
$60.5K - $62.5K
|
18.7K
$964K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.25K- 2.41% |
$60.6K - $62.5K
|
50.4K
$2.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.25K- 15.74% |
$60.8K - $62.7K
|
6.69K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.26K- 81.39% |
$61.5K - $63.4K
|
289
$14.9K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.27K- 5.24% |
$62K - $63.9K
|
23K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.29K- 4.05% |
$62.7K - $64.7K
|
30.5K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-1.33K- 2.42% |
$64.8K - $66.9K
|
53.7K
$2.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.34K- 89.78% |
$65K - $67.1K
|
152
$7.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.39K- 22.57% |
$67.8K - $70K
|
4.78K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.41K- 0.61% |
$68.7K - $70.9K
|
229K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.42K- 14.26% |
$68.9K - $71.1K
|
8.52K
$439K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.45K- 16.76% |
$70.5K - $72.8K
|
7.2K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.5K- 26.1% |
$72.9K - $75.3K
|
4.25K
$219K
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.5K- 1.5% |
$72.9K - $75.3K
|
98.3K
$5.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.5K- 11.47% |
$73K - $75.4K
|
11.6K
$597K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.56K- 2.37% |
$75.6K - $78K
|
64.2K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.57K- 6.87% |
$76.3K - $78.8K
|
21.3K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.61K- 4.3% |
$78.2K - $80.7K
|
35.7K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.65K- 54.59% |
$80.4K - $83K
|
1.38K
$70.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.69K- 29.2% |
$82.1K - $84.7K
|
4.09K
$211K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.78K- 5.39% |
$86.4K - $89.1K
|
31.2K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 19.56% |
$87.2K - $90K
|
7.38K
$380K
|