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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 4.62% |
$28.2K - $28.8K
|
11.7K
$609K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-575- 0.56% |
$28.5K - $29.2K
|
101K
$5.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-596- 6.22% |
$29.5K - $30.2K
|
8.99K
$466K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-609- 4.32% |
$30.2K - $30.9K
|
13.5K
$700K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-609- 7.52% |
$30.2K - $30.9K
|
7.49K
$389K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-620- 8.69% |
$30.7K - $31.5K
|
6.52K
$338K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-629- 18.64% |
$31.2K - $31.9K
|
2.75K
$142K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-631- 8.48% |
$31.3K - $32K
|
6.81K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-656- 10.69% |
$32.5K - $33.3K
|
5.48K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-678- 4.11% |
$33.6K - $34.4K
|
15.8K
$821K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-683- 2.28% |
$33.8K - $34.7K
|
29.3K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-694- 2.52% |
$34.4K - $35.2K
|
26.8K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 0.27% |
$34.7K - $35.5K
|
259K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-705- 13.33% |
$34.9K - $35.8K
|
4.59K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-734- 3.71% |
$36.4K - $37.3K
|
19.1K
$990K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-734- 3.71% |
$36.4K - $37.3K
|
19.1K
$990K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-751- 10.02% |
$37.2K - $38.1K
|
6.75K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 0.21% |
$38.4K - $39.3K
|
369K
$19.1M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-779- 5.9% |
$38.6K - $39.5K
|
12.4K
$644K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-795- 2.4% |
$39.4K - $40.3K
|
32.4K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-795- 3.62% |
$39.4K - $40.3K
|
21.1K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-831- 0.51% |
$41.2K - $42.2K
|
163K
$8.48M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-848- 11.64% |
$42K - $43K
|
6.44K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-864- 11.8% |
$42.8K - $43.8K
|
6.46K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-875- 46.67% |
$43.4K - $44.4K
|
1K
$51.9K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-891- 7.81% |
$44.2K - $45.2K
|
10.5K
$546K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-907- 7.28% |
$45K - $46K
|
11.6K
$600K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-925- 1.09% |
$45.8K - $46.9K
|
83.6K
$4.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-952- 16.43% |
$47.2K - $48.3K
|
4.84K
$251K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-970Closed |
$48.1K - $49.2K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-975- 0.99% |
$48.3K - $49.5K
|
97.3K
$5.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-988- 3.17% |
$49K - $50.1K
|
30.2K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 19.78% |
$49.5K - $50.7K
|
4.05K
$210K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1K- 5.43% |
$49.6K - $50.8K
|
17.4K
$904K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.02K- 1.3% |
$50.4K - $51.6K
|
77.2K
$4.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.05K- 14.58% |
$52K - $53.3K
|
6.15K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.05K- 7.23% |
$52.2K - $53.5K
|
13.5K
$701K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.07K- 9.34% |
$53.1K - $54.4K
|
10.4K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.08K- 0.74% |
$53.4K - $54.7K
|
145K
$7.52M
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 18.94% |
$56.8K - $58.2K
|
4.91K
$255K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.15K- 13.23% |
$57K - $58.4K
|
7.54K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.16K- 1.8% |
$57.5K - $58.9K
|
63.5K
$3.29M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.17K- 15.94% |
$57.7K - $59.1K
|
6.15K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 15.01% |
$58.2K - $59.6K
|
6.65K
$345K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.66% |
$59.2K - $60.6K
|
31.4K
$1.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.23K- 5.12% |
$61K - $62.4K
|
22.8K
$1.18M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 92.01% |
$63.3K - $64.9K
|
111
$5.76K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 97.26% |
$63.4K - $65K
|
36
$1.87K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.3K- 23.74% |
$64.4K - $66K
|
4.18K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.31K- 21.65% |
$65K - $66.5K
|
4.74K
$246K
|