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 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-122K- 50.4% |
$6.06M - $6.21M
|
120K
$6.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-130K- 9.54% |
$6.42M - $6.58M
|
1.23M
$63.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-131K- 37.44% |
$6.49M - $6.65M
|
219K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133K- 51.44% |
$6.61M - $6.77M
|
126K
$6.49M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-139K- 87.05% |
$6.88M - $7.04M
|
20.7K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-143K- 9.07% |
$7.11M - $7.28M
|
1.44M
$74.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-149K- 31.42% |
$7.39M - $7.57M
|
326K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150K- 3.67% |
$7.45M - $7.63M
|
3.94M
$203M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-163K- 88.6% |
$8.05M - $8.25M
|
20.9K
$1.08M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-195K- 43.54% |
$9.67M - $9.9M
|
253K
$13M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-198K- 72.15% |
$9.8M - $10M
|
76.3K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-222K- 78.31% |
$11M - $11.3M
|
61.5K
$3.17M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-235K- 39.48% |
$11.7M - $11.9M
|
360K
$18.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-260K- 67.74% |
$12.9M - $13.2M
|
124K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-270K- 14.53% |
$13.4M - $13.7M
|
1.59M
$81.7M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-304K- 32.26% |
$15M - $15.4M
|
637K
$32.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-308K- 24.01% |
$15.2M - $15.6M
|
973K
$50.2M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-375K- 82.88% |
$18.6M - $19M
|
77.4K
$3.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-375K- 44.02% |
$18.6M - $19M
|
477K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-399K- 72.57% |
$19.8M - $20.3M
|
151K
$7.77M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-505K- 5.84% |
$25M - $25.6M
|
8.14M
$420M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-546K- 38.52% |
$27M - $27.7M
|
871K
$44.9M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-551K- 24.5% |
$27.3M - $28M
|
1.7M
$87.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-582K- 19.3% |
$28.8M - $29.5M
|
2.43M
$125M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-591K- 91.68% |
$29.3M - $30M
|
53.6K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-600K- 49.97% |
$29.7M - $30.4M
|
600K
$30.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-655K- 6.17% |
$32.4M - $33.2M
|
9.95M
$513M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-655K- 6.17% |
$32.4M - $33.2M
|
9.95M
$513M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-885K- 17.21% |
$43.8M - $44.9M
|
4.26M
$219M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.01M- 82.74% |
$50M - $51.2M
|
210K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.15M- 44.92% |
$56.9M - $58.2M
|
1.41M
$72.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52M- 99.88% |
$75.5M - $77.3M
|
1.87K
$96.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-2.15M- 32.63% |
$106M - $109M
|
4.43M
$228M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.08M- 94.09% |
$153M - $157M
|
194K
$9.99M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.4M- 98.02% |
$169M - $173M
|
68.7K
$3.54M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.58M- 50.76% |
$227M - $233M
|
4.44M
$229M
|