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 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
83.3K+ 7.63% |
$4.13M - $4.23M
|
1.17M
$60.6M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
80.4K+ 38.85% |
$3.98M - $4.08M
|
287K
$14.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
75.1K+ 47.43% |
$3.72M - $3.81M
|
234K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
71.9K+ 1503.12% |
$3.56M - $3.65M
|
76.7K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
71.1K+ 4.45% |
$3.52M - $3.61M
|
1.67M
$86M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
66K+ 13.86% |
$3.27M - $3.35M
|
542K
$28M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
63.6K+ 9.29% |
$3.15M - $3.23M
|
747K
$38.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.1KNew |
$3.12M - $3.2M
|
63.1K
$3.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
60.2K+ 1430.52% |
$2.99M - $3.06M
|
64.5K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
59.5KNew |
$2.95M - $3.02M
|
59.5K
$3.07M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
58.4K+ 18.25% |
$2.9M - $2.96M
|
378K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
56.7K+ 33.48% |
$2.81M - $2.88M
|
226K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
56.4K+ 30.07% |
$2.79M - $2.86M
|
244K
$12.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
50.2K+ 12020.1% |
$2.49M - $2.55M
|
50.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.8KNew |
$2.47M - $2.53M
|
49.8K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
49.2K+ 5.25% |
$2.44M - $2.49M
|
985K
$50.8M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48.7K+ 673.75% |
$2.42M - $2.47M
|
56K
$2.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
48K+ 4.45% |
$2.38M - $2.43M
|
1.13M
$58M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
47.6K+ 11.61% |
$2.36M - $2.42M
|
457K
$23.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
46.9KNew |
$2.33M - $2.38M
|
46.9K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
44K+ 1097.78% |
$2.18M - $2.23M
|
48K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.8K+ 199.15% |
$2.17M - $2.22M
|
65.8K
$3.39M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.9KNew |
$1.98M - $2.03M
|
39.9K
$2.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
38.8K+ 69.81% |
$1.92M - $1.97M
|
94.3K
$4.86M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
36.7K+ 65.11% |
$1.82M - $1.86M
|
93K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36K+ 3.62% |
$1.79M - $1.83M
|
1.03M
$53.1M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
32.8KNew |
$1.62M - $1.66M
|
32.8K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32.5K+ 37.5% |
$1.61M - $1.65M
|
119K
$6.14M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
31.9K+ 23.63% |
$1.58M - $1.62M
|
167K
$8.6M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
30.9K+ 67.6% |
$1.53M - $1.57M
|
76.6K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30.6K+ 3.78% |
$1.52M - $1.55M
|
840K
$43.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
30.1K+ 11.4% |
$1.49M - $1.53M
|
294K
$15.1M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
29.1K+ 7.68% |
$1.44M - $1.48M
|
408K
$21M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29K+ 12.79% |
$1.44M - $1.47M
|
256K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
28.9K+ 29.58% |
$1.43M - $1.47M
|
127K
$6.52M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
28.8K+ 24.07% |
$1.43M - $1.46M
|
149K
$7.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
28.8K+ 4.0% |
$1.43M - $1.46M
|
748K
$38.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
28.7KNew |
$1.42M - $1.46M
|
28.7K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
28.2KNew |
$1.4M - $1.43M
|
28.2K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
27.9KNew |
$1.38M - $1.42M
|
27.9K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
27.5K+ 70.95% |
$1.36M - $1.4M
|
66.3K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.9K+ 3.19% |
$1.33M - $1.37M
|
872K
$45M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
26.9K+ 10.83% |
$1.33M - $1.37M
|
275K
$14.2M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.6K+ 23.48% |
$1.32M - $1.35M
|
140K
$7.21M
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
24.6K+ 13.4% |
$1.22M - $1.25M
|
208K
$10.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.8KNew |
$1.18M - $1.21M
|
23.8K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
23.7K+ 3.29% |
$1.17M - $1.2M
|
744K
$38.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 3.4% |
$1.13M - $1.16M
|
695K
$35.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21.7K+ 2.3% |
$1.08M - $1.1M
|
965K
$49.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.5K+ 30.78% |
$1.06M - $1.09M
|
91.3K
$4.7M
|