Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
21.4K
New
$1.06M - $1.09M
21.4K $1.1M
Apr 20, 2023 Q1 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
20.3K
+ 4.91%
$1.01M - $1.03M
434K $22.4M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
19.6K
+ 14.72%
$973K - $997K
153K $7.89M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
19.5K
+ 25.26%
$968K - $991K
96.9K $4.99M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
18.9K
+ 5.08%
$935K - $957K
390K $20.1M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
18.7K
+ 12.28%
$928K - $950K
171K $8.83M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
17.8K
+ 249.58%
$883K - $904K
25K $1.29M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
17.7K
+ 16.72%
$877K - $898K
124K $6.37M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
17.7K
+ 5.8%
$877K - $898K
323K $16.6M
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
17.5K
New
$866K - $887K
17.5K $900K
May 15, 2023 Q1 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
16.9K
New
$839K - $860K
16.9K $873K
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
16.3K
New
$806K - $826K
16.3K $839K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
16.3K
New
$806K - $825K
16.3K $838K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
15.8K
New
$783K - $801K
15.8K $814K
May 05, 2023 Q1 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
15.4K
+ 5.82%
$765K - $783K
281K $14.5M
Apr 18, 2023 Q1 2023
Cardinal Capital Management

BUY
 -
15.4K
New
$764K - $782K
15.4K $794K
May 12, 2023 Q1 2023
Perella Weinberg Partners Capital Management LP

BUY
 -
15K
+ 15.36%
$745K - $763K
113K $5.82M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
15K
+ 88.1%
$745K - $763K
32.1K $1.65M
May 16, 2023 Q1 2023
Colony Group LLC

Boston, MA
BUY
 -
15K
+ 3.31%
$741K - $759K
467K $24.1M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
14.1K
New
$700K - $717K
14.1K $728K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
13.5K
+ 18.04%
$669K - $685K
88.4K $4.55M
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
13.3K
+ 32.88%
$658K - $674K
53.7K $2.77M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
12.8K
+ 11.46%
$633K - $648K
124K $6.4M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
12.4K
+ 8.75%
$613K - $628K
154K $7.93M
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
12.2K
+ 5.29%
$605K - $620K
243K $12.5M
May 04, 2023 Q1 2023
Ota Financial Group L.P.

BUY
 -
12.1K
New
$600K - $615K
12.1K $624K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
11.6K
+ 107.67%
$573K - $587K
22.3K $1.15M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
11.5K
New
$570K - $584K
11.5K $593K
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
11.5K
+ 8.37%
$568K - $582K
148K $7.64M
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
11.3K
+ 9.51%
$559K - $573K
130K $6.69M
May 10, 2023 Q1 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
11K
+ 81.65%
$544K - $557K
24.4K $1.26M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
10.9K
+ 10.72%
$539K - $552K
112K $5.79M
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

BUY
 -
10.4K
+ 118.16%
$517K - $529K
19.3K $992K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
10.2K
New
$508K - $520K
10.2K $528K
May 10, 2023 Q1 2023
Nationwide Asset Management LLC

BUY
 -
10.1K
New
$499K - $511K
10.1K $519K
Apr 28, 2023 Q1 2023
Canvas Wealth Advisors, LLC

BUY
 -
10K
New
$496K - $508K
10K $516K
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
9.98K
+ 54.23%
$494K - $506K
28.4K $1.46M
May 05, 2023 Q1 2023
Tri Star Advisors Inc.

BUY
 -
9.94K
New
$493K - $504K
9.94K $512K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.76K
+ 3.54%
$484K - $495K
286K $14.7M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
9.7K
+ 1.27%
$481K - $492K
772K $39.8M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
9.65K
+ 10.83%
$478K - $490K
98.8K $5.09M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
9.57K
+ 31.33%
$474K - $485K
40.1K $2.07M
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
9.54K
+ 91.5%
$473K - $484K
20K $1.03M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
9.51K
New
$472K - $483K
9.51K $490K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
9.48K
+ 6.39%
$470K - $481K
158K $8.13M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
9.38K
+ 25.57%
$465K - $476K
46.1K $2.37M
Apr 26, 2023 Q1 2023
Financial Life Advisors

BUY
 -
9.23K
+ 4.4%
$457K - $468K
219K $11.3M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
9.19K
New
$455K - $466K
9.19K $473K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
9.13K
+ 15.01%
$453K - $463K
70K $3.61M

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