Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
10M+ 56.49% |
$498M - $510M
|
27.8M
$1.43B
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.47M+ 118.73% |
$271M - $278M
|
10.1M
$520M
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.96M+ 124.3% |
$246M - $252M
|
8.95M
$461M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.47M+ 2144043.75% |
$172M - $176M
|
3.47M
$179M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.87M+ 36.32% |
$142M - $146M
|
10.8M
$556M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.43M+ 10.99% |
$120M - $123M
|
24.5M
$1.26B
|
|
Apr 25, 2023
Q1 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
1.98M+ 64.08% |
$98.3M - $101M
|
5.08M
$262M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64MNew |
$81.3M - $83.3M
|
1.64M
$84.6M
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
854KNew |
$42.3M - $43.4M
|
854K
$44M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
838K+ 101.57% |
$41.5M - $42.5M
|
1.66M
$85.7M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
750K+ 6.36% |
$37.2M - $38.1M
|
12.5M
$646M
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
533KNew |
$26.4M - $27.1M
|
533K
$27.5M
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
378KNew |
$18.7M - $19.2M
|
378K
$19.5M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
365KNew |
$18.1M - $18.5M
|
365K
$18.8M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
346K+ 5.92% |
$17.2M - $17.6M
|
6.19M
$319M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
330KNew |
$16.4M - $16.8M
|
330K
$17M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
298K+ 17251.07% |
$14.8M - $15.1M
|
300K
$15.5M
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
288KNew |
$14.3M - $14.6M
|
288K
$14.9M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
276K+ 8.68% |
$13.7M - $14M
|
3.46M
$178M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
259K+ 176.81% |
$12.8M - $13.1M
|
405K
$20.9M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
244K+ 1027.93% |
$12.1M - $12.4M
|
267K
$13.8M
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
244KNew |
$12.1M - $12.4M
|
244K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
241K+ 1.62% |
$11.9M - $12.2M
|
15.2M
$781M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
210K+ 14.38% |
$10.4M - $10.7M
|
1.67M
$86.1M
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
202K+ 40.5% |
$10M - $10.2M
|
700K
$36.1M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
194K+ 4.27% |
$9.6M - $9.84M
|
4.73M
$244M
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
184K+ 66.44% |
$9.14M - $9.36M
|
462K
$23.8M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
178K+ 3327.28% |
$8.84M - $9.05M
|
184K
$9.47M
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
171KNew |
$8.5M - $8.7M
|
171K
$8.84M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
158KNew |
$7.83M - $8.02M
|
158K
$8.15M
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
154K+ 2.0% |
$7.64M - $7.82M
|
7.85M
$405M
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
BUY
|
- |
142K+ 1.09% |
$7.02M - $7.19M
|
13.2M
$678M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
137K+ 82.02% |
$6.78M - $6.94M
|
304K
$15.6M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
130K+ 103.26% |
$6.45M - $6.6M
|
256K
$13.2M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
122K+ 8.23% |
$6.03M - $6.18M
|
1.6M
$82.5M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
118KNew |
$5.85M - $5.99M
|
118K
$6.08M
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
117KNew |
$5.8M - $5.93M
|
117K
$6.03M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
114K+ 8.83% |
$5.63M - $5.76M
|
1.4M
$72.2M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
112K+ 10.54% |
$5.57M - $5.71M
|
1.18M
$60.8M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
107K+ 5.2% |
$5.32M - $5.44M
|
2.17M
$112M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105KNew |
$5.19M - $5.31M
|
105K
$5.39M
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
104K+ 88.92% |
$5.14M - $5.26M
|
220K
$11.3M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
103K+ 15.47% |
$5.11M - $5.23M
|
769K
$39.7M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
98.4KNew |
$4.88M - $4.99M
|
98.4K
$5.07M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
97.9K+ 8.25% |
$4.85M - $4.97M
|
1.29M
$66.2M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
96.2K+ 53.42% |
$4.77M - $4.88M
|
276K
$14.2M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
92.2K+ 3.29% |
$4.57M - $4.68M
|
2.89M
$149M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
89.6KNew |
$4.44M - $4.55M
|
89.6K
$4.62M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
88.4K+ 39.21% |
$4.38M - $4.49M
|
314K
$16.2M
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
87.8KNew |
$4.35M - $4.45M
|
87.8K
$4.52M
|