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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
14+ 0.22% |
$694 - $711
|
6.37K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 4.5% |
$694 - $711
|
325
$16.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.49% |
$396 - $406
|
1.65K
$84.8K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8+ 0.48% |
$396 - $406
|
1.69K
$86.9K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6+ 46.15% |
$297 - $305
|
19
$979
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 11.11% |
$248 - $254
|
50
$2.58K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.58% |
$198 - $203
|
691
$35.6K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.05% |
$149 - $152
|
6.43K
$331K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.05% |
$149 - $152
|
6.42K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.03% |
$149 - $152
|
9.66K
$498K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.34% |
$99.1 - $102
|
585
$30.2K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2+ 0.03% |
$99.1 - $102
|
7.97K
$411K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$49.6 - $50.8
|
1.46K
$75.2K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.53% |
$49.6 - $50.8
|
189
$9.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.15% |
$49.6 - $50.8
|
662
$34.1K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$49.6 - $50.8
|
10.7K
$550K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-1- 0.09% |
$49.6 - $50.8
|
1.12K
$57.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2- 0.01% |
$99.1 - $102
|
26.7K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8- 0.15% |
$396 - $406
|
5.19K
$268K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 11.54% |
$446 - $457
|
69
$3.56K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 11.54% |
$446 - $457
|
69
$3.56K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 1.21% |
$595 - $609
|
980
$50.5K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18- 0.24% |
$892 - $914
|
7.36K
$379K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-18- 0.03% |
$892 - $914
|
68K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-22- 0.27% |
$1.09K - $1.12K
|
8.2K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-25- 0.09% |
$1.24K - $1.27K
|
26.9K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-33- 0.32% |
$1.64K - $1.67K
|
10.3K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-33- 13.36% |
$1.64K - $1.67K
|
214
$11K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-35- 0.61% |
$1.73K - $1.78K
|
5.73K
$295K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 0.16% |
$1.73K - $1.78K
|
21.9K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-40- 0.16% |
$1.98K - $2.03K
|
25.5K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 34.64% |
$2.63K - $2.69K
|
100
$5.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-62- 29.11% |
$3.07K - $3.15K
|
151
$7.78K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-67- 0.18% |
$3.32K - $3.4K
|
37.9K
$1.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-68- 3.59% |
$3.37K - $3.45K
|
1.83K
$94.2K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-72- 0.65% |
$3.57K - $3.65K
|
11K
$568K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-76- 1.27% |
$3.77K - $3.86K
|
5.93K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-99- 7.99% |
$4.91K - $5.02K
|
1.14K
$58.8K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-109- 0.33% |
$5.4K - $5.53K
|
33.1K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-121- 0.33% |
$6K - $6.14K
|
36.4K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121- 12.04% |
$6K - $6.14K
|
884
$45.6K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-123- 0.35% |
$6.1K - $6.24K
|
34.7K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-125- 0.1% |
$6.2K - $6.34K
|
125K
$6.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-130- 2.61% |
$6.44K - $6.6K
|
4.85K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-132- 2.32% |
$6.54K - $6.7K
|
5.56K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-134- 2.54% |
$6.64K - $6.8K
|
5.15K
$265K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-140- 0.66% |
$6.94K - $7.11K
|
21.2K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-140- 2.77% |
$6.94K - $7.11K
|
4.91K
$253K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-142- 0.65% |
$7.04K - $7.21K
|
21.8K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-143- 5.22% |
$7.09K - $7.26K
|
2.6K
$134K
|