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 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.52K- 4.38% |
$274K - $280K
|
121K
$6.26M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.58K- 39.93% |
$276K - $283K
|
8.39K
$435K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.72K- 52.78% |
$283K - $290K
|
5.11K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.07K- 20.07% |
$301K - $308K
|
24.2K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.5K- 16.54% |
$322K - $330K
|
32.8K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.76K- 16.15% |
$335K - $343K
|
35.1K
$1.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.79K- 16.9% |
$337K - $345K
|
33.4K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-6.9K- 26.97% |
$342K - $350K
|
18.7K
$969K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.91K- 56.63% |
$343K - $351K
|
5.3K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.96K- 10.43% |
$345K - $353K
|
59.8K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.97K- 34.61% |
$346K - $354K
|
13.2K
$684K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.05K- 1.99% |
$349K - $358K
|
347K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.08K- 39.03% |
$351K - $359K
|
11.1K
$574K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-7.1K- 3.01% |
$352K - $360K
|
229K
$11.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.12K- 44.77% |
$353K - $361K
|
8.78K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.16K- 55.23% |
$355K - $363K
|
5.8K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.21K- 43.02% |
$357K - $366K
|
9.55K
$496K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.22K- 14.33% |
$358K - $367K
|
43.2K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.26K- 25.99% |
$360K - $368K
|
20.7K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.27K- 42.61% |
$360K - $369K
|
9.79K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-7.34K- 9.13% |
$364K - $373K
|
73.1K
$3.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-7.37K- 1.81% |
$365K - $374K
|
400K
$20.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-7.37K- 64.79% |
$365K - $374K
|
4K
$208K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.4K- 5.02% |
$367K - $376K
|
140K
$7.27M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-7.56K- 57.05% |
$375K - $384K
|
5.69K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.74K- 39.59% |
$384K - $393K
|
11.8K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.86K- 3.08% |
$390K - $399K
|
247K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.96K- 1.57% |
$395K - $404K
|
499K
$25.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.01K- 5.98% |
$397K - $406K
|
126K
$6.54M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.01K- 5.93% |
$397K - $407K
|
127K
$6.6M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-8.02K- 8.91% |
$397K - $407K
|
81.9K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.22K- 4.19% |
$407K - $417K
|
188K
$9.76M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-8.41K- 56.8% |
$417K - $427K
|
6.39K
$332K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-8.44K- 3.68% |
$418K - $428K
|
221K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.52K- 38.26% |
$422K - $432K
|
13.7K
$713K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.61K- 9.78% |
$427K - $437K
|
79.4K
$4.12M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-8.69K- 6.46% |
$431K - $441K
|
126K
$6.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8.74K- 29.23% |
$433K - $444K
|
21.2K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.78K- 1.69% |
$435K - $445K
|
511K
$26.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-8.83K- 40.63% |
$438K - $448K
|
12.9K
$670K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8.97K- 13.69% |
$445K - $455K
|
56.6K
$2.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9.22K- 18.32% |
$457K - $468K
|
41.1K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 3.27% |
$462K - $473K
|
275K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-9.38K- 49.45% |
$465K - $476K
|
9.59K
$497K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-9.45K- 1.91% |
$468K - $480K
|
486K
$25.2M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.55K- 2.45% |
$473K - $484K
|
380K
$19.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.55K- 2.45% |
$473K - $484K
|
380K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10.2K- 39.4% |
$508K - $520K
|
15.8K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.4K- 27.46% |
$514K - $526K
|
27.4K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.52% |
$519K - $531K
|
73.1K
$3.8M
|