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 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-28K- 21.91% |
$1.39M - $1.42M
|
99.8K
$5.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-28K- 41.07% |
$1.39M - $1.42M
|
40.2K
$2.09M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-28.5K- 4.42% |
$1.41M - $1.44M
|
616K
$31.9M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-28.9K- 65.26% |
$1.43M - $1.47M
|
15.4K
$798K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-29.2K- 32.19% |
$1.45M - $1.48M
|
61.5K
$3.19M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-29.2K- 32.19% |
$1.45M - $1.48M
|
61.5K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30.4K- 29.36% |
$1.51M - $1.54M
|
73.1K
$3.79M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-31.5K- 38.2% |
$1.56M - $1.6M
|
50.9K
$2.64M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32K- 95.81% |
$1.59M - $1.62M
|
1.4K
$72.7K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-35.1K- 59.56% |
$1.74M - $1.78M
|
23.8K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-35.6K- 24.67% |
$1.77M - $1.81M
|
109K
$5.64M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-35.9K- 18.01% |
$1.78M - $1.82M
|
163K
$8.48M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-36.3K- 3.35% |
$1.8M - $1.84M
|
1.05M
$54.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.9K- 31.24% |
$1.88M - $1.92M
|
83.4K
$4.33M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-38K- 81.41% |
$1.88M - $1.93M
|
8.68K
$450K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38.4K- 11.46% |
$1.9M - $1.95M
|
297K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-39.4K- 18.9% |
$1.95M - $2M
|
169K
$8.78M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-40K- 6.14% |
$1.98M - $2.03M
|
611K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-45.1K- 3.01% |
$2.24M - $2.29M
|
1.45M
$75.4M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-46.2K- 7.14% |
$2.29M - $2.34M
|
600K
$31.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-46.2K- 8.99% |
$2.29M - $2.34M
|
468K
$24.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-46.9K- 14.88% |
$2.32M - $2.38M
|
268K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.3K- 15.73% |
$2.34M - $2.4M
|
254K
$13.2M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-49.2K- 87.48% |
$2.44M - $2.5M
|
7.04K
$365K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-49.6K- 11.34% |
$2.46M - $2.52M
|
388K
$20.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-50K- 36.91% |
$2.48M - $2.54M
|
85.5K
$4.43M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50.5K- 18.24% |
$2.5M - $2.56M
|
226K
$11.7M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50.5K- 32.14% |
$2.5M - $2.56M
|
107K
$5.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-51.7K- 50.15% |
$2.56M - $2.62M
|
51.4K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-51.9K- 92.31% |
$2.57M - $2.63M
|
4.32K
$224K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-51.9K- 3.11% |
$2.57M - $2.63M
|
1.62M
$83.9M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-53.5K- 44.78% |
$2.65M - $2.71M
|
65.9K
$3.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-58K- 12.71% |
$2.88M - $2.94M
|
399K
$20.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-62.5K- 99.93% |
$3.1M - $3.17M
|
44
$2.28K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-63.2K- 61.39% |
$3.13M - $3.21M
|
39.8K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-66.1K- 92.74% |
$3.28M - $3.36M
|
5.18K
$269K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-66.3K- 99.76% |
$3.29M - $3.37M
|
162
$8.41K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-66.5K- 62.41% |
$3.29M - $3.37M
|
40K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-66.8K- 81.0% |
$3.31M - $3.39M
|
15.7K
$813K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-75.8K- 20.55% |
$3.75M - $3.84M
|
293K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-79.2K- 18.65% |
$3.93M - $4.02M
|
346K
$17.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-80.3K- 58.41% |
$3.98M - $4.08M
|
57.2K
$2.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-84.7K- 22.05% |
$4.2M - $4.3M
|
299K
$15.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87.6K- 7.92% |
$4.34M - $4.44M
|
1.02M
$52.8M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-88.9K- 22.35% |
$4.41M - $4.51M
|
309K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-89K- 99.8% |
$4.41M - $4.52M
|
180
$9.34K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.3K- 14.32% |
$4.57M - $4.68M
|
552K
$28.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-97.6K- 93.61% |
$4.84M - $4.96M
|
6.67K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-108K- 20.99% |
$5.33M - $5.46M
|
405K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-111K- 24.62% |
$5.49M - $5.62M
|
339K
$17.6M
|