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 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.42K+ 22.54% |
$70.4K - $72.1K
|
7.73K
$398K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 0.44% |
$69.9K - $71.6K
|
319K
$16.4M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.4K+ 0.72% |
$69.5K - $71.2K
|
197K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.4KNew |
$69.4K - $71.1K
|
1.4K
$72.2K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.38K+ 7.48% |
$68.1K - $69.8K
|
19.8K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.37K+ 12.43% |
$68K - $69.6K
|
12.4K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 1.12% |
$66.8K - $68.4K
|
122K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 3.93% |
$63K - $64.5K
|
33.6K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.25K+ 3.86% |
$62K - $63.4K
|
33.6K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.25K+ 0.63% |
$62K - $63.4K
|
200K
$10.3M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.25KNew |
$61.9K - $63.3K
|
1.25K
$64.3K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.2KNew |
$59.4K - $60.8K
|
1.2K
$61.7K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.14K+ 1.62% |
$56.5K - $57.9K
|
71.5K
$3.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.13K+ 6.39% |
$56.1K - $57.4K
|
18.8K
$971K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.1K+ 33.61% |
$54.6K - $55.9K
|
4.38K
$226K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.02K+ 16.46% |
$50.6K - $51.8K
|
7.22K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1K+ 10.07% |
$49.6K - $50.8K
|
10.9K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
1KNew |
$49.6K - $50.8K
|
1K
$51.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
985+ 22.39% |
$48.8K - $50K
|
5.39K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
982New |
$48.7K - $49.8K
|
982
$50.6K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
951+ 0.84% |
$47.1K - $48.3K
|
115K
$5.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
895New |
$44.4K - $45.4K
|
895
$46.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
847New |
$42K - $43K
|
847
$43.7K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
843+ 3.01% |
$41.8K - $42.8K
|
28.8K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
826New |
$40.9K - $41.9K
|
826
$42.6K
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
796+ 8.54% |
$39.4K - $40.4K
|
10.1K
$522K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
790+ 7.09% |
$39.2K - $40.1K
|
11.9K
$615K
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
757+ 0.8% |
$37.5K - $38.4K
|
95.9K
$4.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
751+ 4.54% |
$37.2K - $38.1K
|
17.3K
$892K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
743+ 7.24% |
$36.8K - $37.7K
|
11K
$568K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
695New |
$34.4K - $35.3K
|
695
$35.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
677+ 1.77% |
$33.6K - $34.4K
|
38.9K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
657+ 2.09% |
$32.6K - $33.3K
|
32.1K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
635+ 111.4% |
$31.5K - $32.2K
|
1.21K
$62.1K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
620New |
$30.7K - $31.5K
|
620
$32K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
620New |
$30.7K - $31.5K
|
620
$32K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
616+ 21.58% |
$30.5K - $31.3K
|
3.47K
$179K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
600+ 16.67% |
$29.7K - $30.5K
|
4.2K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
590+ 1.33% |
$29.2K - $29.9K
|
45K
$2.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
540+ 10.13% |
$26.8K - $27.4K
|
5.87K
$303K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
539+ 8.82% |
$26.7K - $27.4K
|
6.65K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
535+ 1.5% |
$26.5K - $27.2K
|
36.3K
$1.87M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
524+ 59.75% |
$26K - $26.6K
|
1.4K
$72.2K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
522+ 12.76% |
$25.9K - $26.5K
|
4.61K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
507+ 4.01% |
$25.1K - $25.7K
|
13.1K
$677K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
482+ 1.09% |
$23.9K - $24.5K
|
44.9K
$2.31M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
478+ 1.89% |
$23.7K - $24.3K
|
25.7K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
448+ 5.57% |
$22.2K - $22.7K
|
8.49K
$438K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
441New |
$21.9K - $22.4K
|
441
$22.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
440+ 6.77% |
$21.8K - $22.3K
|
6.94K
$357K
|