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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.35K+ 32.36% |
$211K - $218K
|
17.8K
$916K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.31KNew |
$210K - $216K
|
4.31K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.28KNew |
$208K - $215K
|
4.28K
$220K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
4.24KNew |
$206K - $213K
|
4.24K
$218K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.15K+ 3.8% |
$202K - $208K
|
113K
$5.84M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.07KNew |
$198K - $204K
|
4.07K
$210K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.06KNew |
$198K - $204K
|
4.06K
$209K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.06KNew |
$198K - $204K
|
4.06K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.05KNew |
$197K - $203K
|
4.05K
$209K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.03K+ 41.74% |
$196K - $202K
|
13.7K
$705K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.01KNew |
$195K - $201K
|
4.01K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
3.91K+ 13.22% |
$190K - $196K
|
33.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 9.6% |
$190K - $196K
|
44.6K
$2.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.86K+ 128.29% |
$187K - $193K
|
6.86K
$354K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.78K+ 2.15% |
$184K - $189K
|
180K
$9.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.74K+ 3.91% |
$182K - $188K
|
99.2K
$5.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.57K+ 61.77% |
$174K - $179K
|
9.34K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.53KNew |
$172K - $177K
|
3.53K
$182K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.21K+ 1.36% |
$156K - $161K
|
239K
$12.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.09K+ 4.8% |
$150K - $155K
|
67.4K
$3.48M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
2.98K+ 3.41% |
$145K - $150K
|
90.4K
$4.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.86KNew |
$139K - $143K
|
2.86K
$147K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.84K+ 10.98% |
$138K - $142K
|
28.7K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.72K+ 4.99% |
$132K - $137K
|
57.3K
$2.95M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.7KNew |
$131K - $136K
|
2.7K
$139K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.66KNew |
$129K - $134K
|
2.66K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.61K+ 30.38% |
$127K - $131K
|
11.2K
$577K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.59KNew |
$126K - $130K
|
2.59K
$133K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.47K+ 31.71% |
$120K - $124K
|
10.3K
$529K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 35.4% |
$115K - $119K
|
9.03K
$466K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.31K+ 9.06% |
$112K - $116K
|
27.9K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.31K+ 9.06% |
$112K - $116K
|
27.9K
$1.44M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.27K+ 64.35% |
$110K - $114K
|
5.8K
$299K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.27K+ 1.55% |
$110K - $114K
|
148K
$7.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.26K+ 4.9% |
$110K - $113K
|
48.4K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.24K+ 35.6% |
$109K - $113K
|
8.54K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.2K+ 1.19% |
$107K - $110K
|
187K
$9.66M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 10.49% |
$106K - $110K
|
23K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.15K+ 9.38% |
$104K - $108K
|
25K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.11K+ 1.8% |
$102K - $106K
|
119K
$6.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 4.54% |
$102K - $105K
|
48.2K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.94K+ 35.5% |
$94.4K - $97.5K
|
7.41K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.9K+ 22.33% |
$92.4K - $95.4K
|
10.4K
$537K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
1.83K+ 1.1% |
$88.8K - $91.6K
|
169K
$8.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.8K+ 16.85% |
$87.4K - $90.2K
|
12.5K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.75K+ 7.77% |
$85.2K - $88K
|
24.3K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.73KNew |
$84.1K - $86.8K
|
1.73K
$89.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.71K+ 38.5% |
$83.4K - $86K
|
6.17K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$82.7K - $85.3K
|
1.7K
$87.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.67K+ 4.57% |
$81.2K - $83.8K
|
38.2K
$1.97M
|