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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.32K- 12.66% |
$65.4K - $66.9K
|
9.1K
$469K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.35K- 0.96% |
$66.9K - $68.5K
|
140K
$7.2M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.36K- 2.82% |
$67.4K - $69K
|
46.9K
$2.42M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.37K- 4.06% |
$67.9K - $69.5K
|
32.4K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.42K- 0.73% |
$70.5K - $72.2K
|
193K
$9.95M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.43K- 6.57% |
$71K - $72.7K
|
20.4K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.45K- 2.29% |
$71.7K - $73.4K
|
61.6K
$3.18M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.5K- 8.17% |
$74.1K - $75.9K
|
16.8K
$867K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.54K- 11.72% |
$76.4K - $78.2K
|
11.6K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.59K- 30.84% |
$78.6K - $80.5K
|
3.56K
$183K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.59K- 1.18% |
$78.8K - $80.6K
|
133K
$6.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.61K- 4.83% |
$79.7K - $81.6K
|
31.7K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.64K- 28.7% |
$81.5K - $83.4K
|
4.09K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.69K- 31.07% |
$83.6K - $85.6K
|
3.74K
$193K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.71K- 1.02% |
$84.9K - $86.9K
|
167K
$8.6M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.72K- 7.45% |
$85K - $87.1K
|
21.3K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.74K- 2.49% |
$86.2K - $88.3K
|
68.3K
$3.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.78K- 12.81% |
$88.2K - $90.3K
|
12.1K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.81K- 14.43% |
$89.7K - $91.8K
|
10.7K
$553K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.81K- 16.02% |
$89.8K - $91.9K
|
9.5K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.82K- 0.48% |
$90K - $92.2K
|
379K
$19.5M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.83K- 3.86% |
$90.7K - $92.9K
|
45.6K
$2.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-2.02K- 19.4% |
$100K - $103K
|
8.4K
$433K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 25.17% |
$102K - $104K
|
6.1K
$314K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.07K- 18.76% |
$102K - $105K
|
8.95K
$461K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.07K- 3.15% |
$103K - $105K
|
63.6K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.1K- 5.97% |
$104K - $107K
|
33.1K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.12K- 60.98% |
$105K - $108K
|
1.36K
$69.9K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-2.22K- 9.32% |
$110K - $113K
|
21.6K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.22K- 5.65% |
$110K - $113K
|
37.2K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.24K- 29.08% |
$111K - $114K
|
5.46K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2.26K- 35.95% |
$112K - $115K
|
4.03K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.26K- 17.16% |
$112K - $115K
|
10.9K
$563K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.31K- 11.44% |
$115K - $117K
|
17.9K
$923K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.33K- 12.05% |
$115K - $118K
|
17K
$875K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.46K- 13.82% |
$122K - $125K
|
15.3K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.5K- 0.53% |
$124K - $127K
|
472K
$24.3M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.51K- 7.46% |
$124K - $127K
|
31.1K
$1.6M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.53K- 3.84% |
$125K - $128K
|
63.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.56K- 24.48% |
$127K - $130K
|
7.89K
$407K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 28.44% |
$127K - $130K
|
6.47K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-2.72K- 3.94% |
$135K - $138K
|
66.2K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.73K- 11.0% |
$135K - $138K
|
22.1K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.76K- 5.32% |
$137K - $140K
|
49.1K
$2.53M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.87K- 65.55% |
$142K - $146K
|
1.51K
$77.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.92K- 6.51% |
$145K - $148K
|
41.9K
$2.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.95K- 13.23% |
$146K - $150K
|
19.4K
$998K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.96K- 2.36% |
$146K - $150K
|
122K
$6.29M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 32.56% |
$147K - $151K
|
6.14K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.13K- 21.91% |
$155K - $159K
|
11.1K
$574K
|