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 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.15K- 17.49% |
$348K - $359K
|
33.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7.27KClosed |
$354K - $365K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.33K- 31.2% |
$356K - $368K
|
16.2K
$833K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.41K- 10.29% |
$360K - $372K
|
64.6K
$3.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.53K- 49.27% |
$366K - $378K
|
7.76K
$400K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-7.66K- 23.04% |
$372K - $384K
|
25.6K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.67K- 41.13% |
$373K - $385K
|
11K
$566K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.77K- 12.3% |
$378K - $390K
|
55.4K
$2.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.93K- 14.89% |
$385K - $398K
|
45.3K
$2.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-7.98K- 8.93% |
$388K - $401K
|
81.4K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-8.15K- 7.89% |
$396K - $409K
|
95.1K
$4.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.17K- 11.84% |
$397K - $410K
|
60.8K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8.31K- 22.89% |
$404K - $417K
|
28K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-8.62K- 52.8% |
$419K - $433K
|
7.7K
$397K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-8.67K- 13.99% |
$422K - $435K
|
53.3K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.68K- 52.43% |
$422K - $436K
|
7.88K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.74K- 87.59% |
$425K - $439K
|
1.24K
$63.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.01K- 12.79% |
$438K - $452K
|
61.4K
$3.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9.19K- 27.05% |
$447K - $461K
|
24.8K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.35K- 64.1% |
$455K - $469K
|
5.24K
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.62K- 45.24% |
$468K - $483K
|
11.6K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-10K- 50.0% |
$486K - $502K
|
10K
$515K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10K- 7.21% |
$488K - $503K
|
129K
$6.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10K- 27.85% |
$488K - $503K
|
26K
$1.34M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-10.3K- 4.99% |
$499K - $515K
|
195K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-10.4K- 9.04% |
$506K - $522K
|
105K
$5.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.4K- 13.28% |
$507K - $523K
|
68.1K
$3.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.8K- 47.88% |
$527K - $544K
|
11.8K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-10.9K- 4.02% |
$529K - $546K
|
260K
$13.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-11.1K- 16.26% |
$538K - $556K
|
57K
$2.94M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-11.1K- 36.87% |
$539K - $556K
|
19K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.1K- 15.02% |
$542K - $559K
|
63.1K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.1K- 24.05% |
$542K - $559K
|
35.2K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.2K- 35.49% |
$545K - $563K
|
20.4K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.2K- 33.53% |
$546K - $564K
|
22.3K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-11.3K- 6.24% |
$548K - $565K
|
169K
$8.72M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.6K- 51.29% |
$564K - $582K
|
11K
$568K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-11.6K- 13.73% |
$565K - $583K
|
73K
$3.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-12K- 9.37% |
$586K - $604K
|
117K
$6.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-12.2K- 5.85% |
$594K - $613K
|
196K
$10.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.6K- 48.43% |
$613K - $632K
|
13.4K
$691K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.6K- 92.88% |
$615K - $635K
|
970
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.7K- 26.72% |
$618K - $638K
|
34.8K
$1.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-12.8K- 37.54% |
$624K - $644K
|
21.3K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13.3K- 72.11% |
$649K - $670K
|
5.16K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-14.1K- 4.36% |
$684K - $705K
|
308K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.4K- 26.33% |
$698K - $720K
|
40.2K
$2.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-14.4K- 39.2% |
$700K - $722K
|
22.3K
$1.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14.4K- 2.68% |
$700K - $723K
|
523K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14.7K- 15.2% |
$717K - $740K
|
82.2K
$4.24M
|