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 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
1.61K+ 7.6% |
$78.2K - $80.8K
|
22.8K
$1.17M
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.6K+ 16.3% |
$77.8K - $80.3K
|
11.4K
$588K
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.57K+ 7.7% |
$76.3K - $78.7K
|
22K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
1.52K+ 32.18% |
$74K - $76.4K
|
6.25K
$322K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 3.51% |
$73.2K - $75.5K
|
44.4K
$2.29M
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.47K+ 8.25% |
$71.5K - $73.8K
|
19.3K
$994K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.46K+ 1.1% |
$70.8K - $73.1K
|
134K
$6.92M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.45K+ 79.7% |
$70.7K - $72.9K
|
3.28K
$169K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.43KNew |
$69.5K - $71.8K
|
1.43K
$73.7K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.42KNew |
$69.2K - $71.4K
|
1.42K
$73.3K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.41K+ 37.74% |
$68.5K - $70.7K
|
5.14K
$265K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 0.99% |
$67K - $69.1K
|
141K
$7.27M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.38KNew |
$66.9K - $69K
|
1.38K
$70.9K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.37K+ 4.17% |
$66.4K - $68.6K
|
34.1K
$1.76M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 23.28% |
$65.6K - $67.7K
|
7.14K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.32KNew |
$64K - $66.1K
|
1.32K
$67.8K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.31K+ 27.41% |
$63.9K - $65.9K
|
6.11K
$315K
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 6.85% |
$62.8K - $64.8K
|
20.2K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.29K+ 4.08% |
$62.7K - $64.7K
|
32.9K
$1.69M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 15.76% |
$58.6K - $60.4K
|
8.84K
$456K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.2KNew |
$58.4K - $60.2K
|
1.2K
$61.8K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2K+ 0.99% |
$58.4K - $60.2K
|
122K
$6.3M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.17K+ 6.98% |
$57K - $58.9K
|
18K
$927K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.17K+ 52.99% |
$56.8K - $58.7K
|
3.38K
$174K
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
1.17K+ 2.14% |
$56.7K - $58.5K
|
55.5K
$2.86M
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.15K+ 23.36% |
$55.8K - $57.6K
|
6.06K
$312K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.13K+ 25.58% |
$55K - $56.7K
|
5.55K
$286K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.67% |
$52.8K - $54.5K
|
20.2K
$1.04M
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.09K+ 20.05% |
$52.8K - $54.5K
|
6.5K
$335K
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.02K+ 119.88% |
$49.6K - $51.1K
|
1.87K
$96.3K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.01K+ 22.96% |
$49.3K - $50.9K
|
5.43K
$280K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1K+ 5.74% |
$48.6K - $50.2K
|
18.4K
$950K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
981+ 240.44% |
$47.7K - $49.2K
|
1.39K
$71.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
970New |
$47.2K - $48.7K
|
970
$50K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
943+ 19.86% |
$45.9K - $47.3K
|
5.69K
$293K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
905New |
$44K - $45.4K
|
905
$46.6K
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
890+ 2.85% |
$43.3K - $44.7K
|
32.2K
$1.66M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
877New |
$42.6K - $44K
|
877
$45.2K
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
871+ 16.24% |
$42.4K - $43.7K
|
6.23K
$321K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
870+ 2.66% |
$42.3K - $43.7K
|
33.6K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
825+ 2.59% |
$40.1K - $41.4K
|
32.7K
$1.68M
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
800+ 5.08% |
$38.9K - $40.2K
|
16.6K
$853K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
741+ 1.26% |
$36K - $37.2K
|
59.4K
$3.06M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
738+ 7.6% |
$35.9K - $37K
|
10.4K
$538K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
708+ 11.87% |
$34.4K - $35.5K
|
6.67K
$344K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
677+ 13.85% |
$32.9K - $34K
|
5.57K
$287K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
664+ 1.5% |
$32.3K - $33.3K
|
44.9K
$2.31M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
600+ 3.79% |
$29.2K - $30.1K
|
16.4K
$847K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
590+ 0.39% |
$28.7K - $29.6K
|
153K
$7.88M
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
583+ 0.56% |
$28.4K - $29.3K
|
104K
$5.36M
|