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 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
4.56K
+ 7.62%
$226K - $232K
64.5K $3.34M
May 03, 2023 Q1 2023
Woodward Diversified Capital, LLC

BUY
 -
4.52K
New
$224K - $229K
4.52K $234K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.34K
+ 1.53%
$215K - $220K
289K $15M
May 04, 2023 Q1 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
4.33K
+ 4.13%
$215K - $220K
109K $5.66M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
4.24K
New
$210K - $215K
4.24K $220K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
4.14K
+ 856.2%
$205K - $210K
4.63K $240K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
4.1K
+ 10.55%
$203K - $208K
42.9K $2.23M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
4.03K
New
$199K - $204K
4.03K $209K
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
4K
New
$198K - $203K
4K $208K
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
3.99K
New
$198K - $202K
3.99K $207K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.9K
+ 74.44%
$193K - $198K
9.13K $474K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
3.8K
+ 16.37%
$188K - $193K
27K $1.4M
Apr 20, 2023 Q1 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
3.76K
+ 3.79%
$187K - $191K
103K $5.34M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
3.75K
+ 11.1%
$186K - $191K
37.6K $1.95M
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
3.73K
+ 87.14%
$185K - $189K
8K $415K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
3.52K
+ 5.97%
$174K - $179K
62.5K $3.24M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
3.5K
+ 1882.26%
$174K - $178K
3.69K $191K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.44K
+ 404.23%
$170K - $175K
4.29K $223K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
3.4K
+ 2.25%
$169K - $173K
155K $8.02M
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
3.39K
+ 2.78%
$168K - $172K
125K $6.5M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.31K
+ 7.52%
$164K - $168K
47.2K $2.45M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
3.18K
+ 0.83%
$157K - $161K
384K $19.9M
Apr 26, 2023 Q1 2023
New Potomac Partners, LLC

BUY
 -
3.05K
+ 7.81%
$151K - $155K
42K $2.18M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
2.9K
+ 32.56%
$144K - $147K
11.8K $613K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
2.9K
+ 31.28%
$144K - $147K
12.2K $632K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
2.87K
+ 30.76%
$142K - $146K
12.2K $634K
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
2.85K
+ 27.27%
$141K - $145K
13.3K $690K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
2.81K
+ 10.3%
$139K - $142K
30K $1.56M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
2.72K
+ 18.32%
$135K - $138K
17.6K $912K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.7K
+ 7.07%
$134K - $137K
40.9K $2.12M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.67K
+ 0.43%
$132K - $135K
630K $32.7M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.51K
+ 8.56%
$124K - $127K
31.8K $1.65M
Apr 14, 2023 Q1 2023
First International Bank & Trust

Watford City, ND
BUY
 -
2.4K
+ 7.37%
$119K - $122K
35K $1.82M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
2.39K
+ 0.77%
$119K - $121K
314K $16.3M
May 05, 2023 Q1 2023
Juncture Wealth Strategies, LLC

BUY
 -
2.36K
+ 3.19%
$117K - $120K
76.3K $3.96M
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

BUY
 -
2.33K
+ 2.24%
$116K - $118K
106K $5.52M
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
2.29K
+ 2.95%
$113K - $116K
79.8K $4.14M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.27K
+ 26.65%
$112K - $115K
10.8K $560K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.16K
New
$107K - $109K
2.16K $112K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
2.12K
New
$105K - $107K
2.12K $110K
May 17, 2024 Q1 2023
Cim, LLC

BUY
 -
2.08K
+ 49.9%
$103K - $106K
6.25K $324K
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
1.96K
+ 4.87%
$97.1K - $99.4K
42.2K $2.19M
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
1.77K
+ 7.67%
$87.9K - $90K
24.9K $1.29M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
1.74K
New
$86.2K - $88.3K
1.74K $90.3K
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
1.5K
+ 1.82%
$74.2K - $76K
83.6K $4.34M
May 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
1.49K
+ 2.69%
$73.8K - $75.6K
56.9K $2.95M
Apr 17, 2023 Q1 2023
Shore Point Advisors, LLC

BUY
 -
1.47K
+ 1.8%
$72.8K - $74.5K
82.8K $4.3M
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
1.43K
+ 5.87%
$70.7K - $72.4K
25.7K $1.34M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.42K
+ 6.09%
$70.5K - $72.2K
24.8K $1.29M

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