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 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
9K
+ 15.16%
$446K - $457K
68.4K $3.52M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
8.59K
New
$426K - $436K
8.59K $443K
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
8.56K
New
$424K - $434K
8.56K $441K
May 12, 2023 Q1 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
8.55K
+ 10.12%
$424K - $434K
93K $4.79M
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
8.49K
+ 30.86%
$421K - $431K
36K $1.86M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8.45K
+ 6.01%
$419K - $429K
149K $7.68M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
8.4K
New
$416K - $426K
8.4K $433K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
8.38K
New
$415K - $425K
8.38K $432K
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
8.34K
+ 3.49%
$413K - $423K
247K $12.7M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
8.32K
New
$412K - $422K
8.32K $429K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
8.07K
+ 7.21%
$400K - $410K
120K $6.18M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
8.07K
New
$400K - $409K
8.07K $416K
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
7.91K
New
$392K - $401K
7.91K $408K
Apr 14, 2023 Q1 2023
Chartwell Investment Partners, LLC

BUY
 -
7.59K
+ 58.96%
$376K - $385K
20.5K $1.05M
May 11, 2023 Q1 2023
Scotia Capital Inc.

BUY
 -
7.52K
+ 6.5%
$373K - $382K
123K $6.35M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
7.42K
+ 498.79%
$368K - $377K
8.91K $459K
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
7.4K
New
$367K - $375K
7.4K $381K
Apr 24, 2023 Q1 2023
Dmg Group, LLC

Birmingham, AL
BUY
 -
7.26K
+ 25.33%
$360K - $368K
35.9K $1.85M
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
7.11K
+ 4.37%
$353K - $361K
170K $8.75M
May 05, 2023 Q1 2023
Cornerstone Retirement Group, Inc.

BUY
 -
7.08K
New
$351K - $359K
7.08K $365K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
6.77K
+ 109.8%
$336K - $344K
12.9K $667K
May 12, 2023 Q1 2023
Mount Lucas Management LP

Newtown, PA
BUY
 -
6.68K
New
$331K - $339K
6.68K $344K
May 10, 2023 Q1 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
6.48K
+ 39.0%
$321K - $329K
23.1K $1.19M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
6.31K
+ 59.59%
$313K - $320K
16.9K $872K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
6.28K
+ 2.73%
$311K - $319K
237K $12.2M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.26K
New
$310K - $318K
6.26K $323K
May 02, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
6.2K
New
$307K - $315K
6.2K $319K
Apr 21, 2023 Q1 2023
4 J Wealth Management LLC

BUY
 -
5.98K
+ 6.61%
$296K - $303K
96.4K $4.97M
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
5.98K
+ 29.32%
$296K - $303K
26.4K $1.36M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
5.9K
+ 191.63%
$293K - $300K
8.99K $463K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.83K
New
$289K - $296K
5.83K $301K
May 01, 2023 Q1 2023
New World Advisors LLC

Hingham, MA
BUY
 -
5.81K
+ 8.97%
$288K - $295K
70.6K $3.64M
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
5.75K
+ 2.05%
$285K - $292K
286K $14.7M
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
5.67K
+ 2.76%
$281K - $288K
211K $10.9M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
5.62K
New
$278K - $285K
5.62K $289K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
5.59K
+ 22.33%
$277K - $284K
30.6K $1.58M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
5.56K
New
$276K - $282K
5.56K $287K
May 15, 2023 Q1 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
5.54K
+ 1.8%
$274K - $281K
314K $16.2M
May 02, 2023 Q1 2023
Carl P. Sherr & Co., LLC

BUY
 -
5.24K
+ 4.14%
$260K - $266K
132K $6.79M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
5.11K
New
$253K - $259K
5.11K $263K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
4.96K
New
$246K - $252K
4.96K $256K
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.96K
New
$246K - $252K
4.96K $256K
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
4.81K
+ 1317.26%
$238K - $244K
5.17K $267K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
4.75K
+ 2.79%
$235K - $241K
175K $9.02M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.73K
+ 49.38%
$235K - $240K
14.3K $738K
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.68K
New
$232K - $238K
4.68K $241K
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
4.67K
+ 28.24%
$232K - $237K
21.2K $1.09M
Apr 13, 2023 Q1 2023
One Plus One Wealth Management, LLC

BUY
 -
4.65K
+ 67.72%
$230K - $236K
11.5K $593K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
4.64K
New
$230K - $235K
4.64K $239K

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