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
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.7K- 17.39% |
$528K - $541K
|
50.6K
$2.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 15.83% |
$529K - $542K
|
56.8K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 38.32% |
$529K - $542K
|
17.2K
$891K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 38.32% |
$529K - $542K
|
17.2K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 6.06% |
$540K - $553K
|
169K
$8.76M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11K- 6.51% |
$545K - $558K
|
158K
$8.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.8K- 1.62% |
$584K - $598K
|
713K
$37M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.8K- 49.57% |
$585K - $599K
|
12K
$623K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-11.8K- 6.07% |
$587K - $601K
|
183K
$9.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12K- 70.55% |
$596K - $610K
|
5.02K
$260K
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-12.3K- 4.84% |
$610K - $624K
|
242K
$12.6M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-12.7K- 2.71% |
$631K - $647K
|
458K
$23.7M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-12.9K- 1.43% |
$639K - $655K
|
887K
$46M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-13.2K- 10.24% |
$655K - $671K
|
116K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.6K- 99.63% |
$675K - $691K
|
51
$2.65K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-13.7K- 7.73% |
$679K - $695K
|
163K
$8.48M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.7K- 5.69% |
$681K - $698K
|
228K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 2.46% |
$697K - $714K
|
559K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-14.5K- 11.82% |
$716K - $733K
|
108K
$5.59M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-15K- 75.42% |
$744K - $762K
|
4.89K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.3K- 10.23% |
$759K - $777K
|
134K
$6.98M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15.8K- 17.59% |
$783K - $802K
|
74K
$3.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-15.9K- 30.66% |
$788K - $807K
|
36K
$1.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-16.1K- 7.83% |
$799K - $818K
|
190K
$9.85M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-16.4K- 16.84% |
$815K - $834K
|
81.2K
$4.21M
|
|
|
May 05, 2023
Q1 2023
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-17.5K- 14.1% |
$867K - $888K
|
107K
$5.53M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-17.9K- 35.34% |
$888K - $909K
|
32.8K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18.5K- 28.82% |
$917K - $939K
|
45.7K
$2.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-19K- 23.55% |
$940K - $963K
|
61.6K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.6K- 13.9% |
$972K - $995K
|
121K
$6.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-19.7K- 32.06% |
$978K - $1M
|
41.8K
$2.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-20K- 10.03% |
$990K - $1.01M
|
179K
$9.3M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20.3K- 22.97% |
$1.01M - $1.03M
|
68.2K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.7K- 9.54% |
$1.02M - $1.05M
|
196K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-20.8K- 6.77% |
$1.03M - $1.05M
|
286K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-21K- 2.18% |
$1.04M - $1.06M
|
939K
$48.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-21.5K- 4.12% |
$1.07M - $1.09M
|
501K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 99.52% |
$1.11M - $1.14M
|
109
$5.66K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-22.7K- 39.51% |
$1.13M - $1.15M
|
34.8K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.8K- 1.11% |
$1.13M - $1.15M
|
2.03M
$105M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-22.9K- 21.07% |
$1.13M - $1.16M
|
85.6K
$4.44M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-23.4KClosed |
$1.16M - $1.19M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.8K- 15.26% |
$1.23M - $1.26M
|
138K
$7.14M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-25.4K- 7.07% |
$1.26M - $1.29M
|
334K
$17.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.3K- 28.84% |
$1.3M - $1.33M
|
64.8K
$3.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-26.6K- 5.48% |
$1.32M - $1.35M
|
459K
$23.8M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-26.8K- 17.46% |
$1.33M - $1.36M
|
127K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.5K- 3.41% |
$1.36M - $1.39M
|
777K
$40.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-27.8K- 6.9% |
$1.38M - $1.41M
|
376K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-27.9K- 51.35% |
$1.38M - $1.41M
|
26.4K
$1.37M
|