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 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
425+ 1.85% |
$21.1K - $21.6K
|
23.4K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
400New |
$19.8K - $20.3K
|
400
$20.6K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
385+ 1.48% |
$19.1K - $19.5K
|
26.3K
$1.36M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
384+ 5.96% |
$19K - $19.5K
|
6.83K
$352K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
375New |
$18.6K - $19K
|
375
$19.3K
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
368+ 0.37% |
$18.2K - $18.7K
|
100K
$5.16M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
364New |
$18K - $18.5K
|
364
$18.8K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
346+ 5.04% |
$17.1K - $17.6K
|
7.21K
$371K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
328New |
$16.3K - $16.6K
|
328
$16.9K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
324New |
$16.1K - $16.4K
|
324
$16.7K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
307+ 1.79% |
$15.2K - $15.6K
|
17.4K
$899K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
300+ 0.56% |
$14.9K - $15.2K
|
53.8K
$2.77M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
271New |
$13.4K - $13.8K
|
271
$14K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
267New |
$13.2K - $13.6K
|
267
$13.8K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
257+ 0.27% |
$12.7K - $13K
|
94.8K
$4.89M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
249+ 58.04% |
$12.3K - $12.6K
|
678
$34.9K
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
243+ 0.31% |
$12K - $12.3K
|
77.8K
$4.01M
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
228+ 2.85% |
$11.3K - $11.6K
|
8.22K
$424K
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
223+ 0.98% |
$11.1K - $11.3K
|
23K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
218+ 19.53% |
$10.8K - $11.1K
|
1.33K
$68.8K
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
198+ 3.82% |
$9.81K - $10K
|
5.38K
$277K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
186New |
$9.22K - $9.44K
|
186
$9.59K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
186+ 0.04% |
$9.22K - $9.44K
|
468K
$24.1M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
167+ 4.46% |
$8.28K - $8.48K
|
3.91K
$202K
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
166+ 0.31% |
$8.23K - $8.42K
|
53K
$2.73M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
150+ 3.53% |
$7.43K - $7.61K
|
4.4K
$227K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147New |
$7.29K - $7.46K
|
147
$7.58K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
145+ 1.2% |
$7.19K - $7.36K
|
12.2K
$630K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135New |
$6.69K - $6.85K
|
135
$6.96K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
134+ 0.41% |
$6.64K - $6.8K
|
32.8K
$1.69M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
130+ 2.01% |
$6.44K - $6.6K
|
6.61K
$341K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
128New |
$6.34K - $6.5K
|
128
$6.6K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
112+ 0.91% |
$5.55K - $5.68K
|
12.5K
$642K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.96K - $5.08K
|
100
$5.15K
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 1.47% |
$4.96K - $5.08K
|
6.89K
$355K
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
85+ 0.73% |
$4.21K - $4.31K
|
11.7K
$602K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
75+ 0.33% |
$3.72K - $3.81K
|
22.6K
$1.16M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.39% |
$3.42K - $3.5K
|
17.7K
$912K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
68+ 9.5% |
$3.37K - $3.45K
|
784
$40.4K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
61+ 122.0% |
$3.02K - $3.1K
|
111
$5.72K
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
55+ 17.3% |
$2.73K - $2.79K
|
373
$19.2K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53+ 1.3% |
$2.63K - $2.69K
|
4.15K
$214K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.28K - $2.33K
|
46
$2.37K
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
38+ 0.45% |
$1.88K - $1.93K
|
8.44K
$435K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
26New |
$1.29K - $1.32K
|
26
$1.34K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.48% |
$1.14K - $1.17K
|
4.85K
$250K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
21+ 0.31% |
$1.04K - $1.07K
|
6.7K
$346K
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
20+ 0.18% |
$991 - $1.02K
|
10.9K
$559K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.37% |
$793 - $812
|
4.31K
$222K
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
16+ 0.47% |
$793 - $812
|
3.4K
$175K
|