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 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.15K- 7.98% |
$156K - $160K
|
36.3K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.18K- 37.32% |
$158K - $161K
|
5.34K
$275K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.19K- 15.79% |
$158K - $162K
|
17K
$878K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-3.21K- 68.05% |
$159K - $163K
|
1.51K
$77.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.22K- 32.8% |
$159K - $163K
|
6.59K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.22K- 91.17% |
$160K - $164K
|
312
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.27K- 12.51% |
$162K - $166K
|
22.8K
$1.18M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.32K- 4.14% |
$164K - $168K
|
76.8K
$3.96M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.4K- 36.76% |
$168K - $172K
|
5.84K
$301K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.45K- 18.5% |
$171K - $175K
|
15.2K
$784K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.46K- 25.19% |
$172K - $176K
|
10.3K
$530K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.49K- 14.56% |
$173K - $177K
|
20.5K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.5K- 31.71% |
$173K - $178K
|
7.54K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.5K- 94.96% |
$174K - $178K
|
186
$9.59K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.52K- 15.09% |
$174K - $179K
|
19.8K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.6K- 6.76% |
$178K - $183K
|
49.7K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.64K- 1.5% |
$181K - $185K
|
240K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.67K- 4.93% |
$182K - $186K
|
70.7K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.79K- 8.55% |
$188K - $192K
|
40.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.97K- 48.06% |
$197K - $201K
|
4.29K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.99K- 12.18% |
$198K - $203K
|
28.8K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4K- 21.48% |
$198K - $203K
|
14.6K
$754K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.03K- 7.5% |
$200K - $205K
|
49.7K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.24K- 49.62% |
$210K - $215K
|
4.3K
$222K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.25K- 6.14% |
$211K - $216K
|
65K
$3.35M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-4.35K- 5.96% |
$216K - $221K
|
68.6K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.38K- 16.89% |
$217K - $222K
|
21.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.4K- 9.87% |
$218K - $223K
|
40.2K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.45K- 7.8% |
$220K - $226K
|
52.6K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.45K- 86.22% |
$220K - $226K
|
711
$36.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.47K- 38.34% |
$221K - $227K
|
7.18K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.52K- 7.69% |
$224K - $230K
|
54.3K
$2.8M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-4.79K- 22.28% |
$237K - $243K
|
16.7K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.84K- 1.97% |
$240K - $246K
|
240K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-4.87K- 4.77% |
$241K - $247K
|
97.1K
$5M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.89K- 14.86% |
$242K - $248K
|
28K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.91K- 6.61% |
$243K - $249K
|
69.3K
$3.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.95K- 50.77% |
$245K - $251K
|
4.8K
$247K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-4.98K- 6.11% |
$247K - $252K
|
76.5K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-5K- 83.33% |
$248K - $254K
|
1K
$51.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-5K- 21.29% |
$248K - $254K
|
18.5K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-5.02K- 7.08% |
$249K - $255K
|
65.9K
$3.4M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.11K- 29.07% |
$253K - $259K
|
12.5K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.22K- 1.15% |
$259K - $265K
|
448K
$23.1M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.32K- 40.63% |
$264K - $270K
|
7.77K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-5.38K- 64.69% |
$267K - $273K
|
2.94K
$151K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.39K- 50.53% |
$267K - $274K
|
5.28K
$272K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.4K- 7.28% |
$268K - $274K
|
68.8K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.5K- 46.62% |
$272K - $279K
|
6.29K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.52K- 19.33% |
$273K - $280K
|
23K
$1.19M
|