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 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 0.93% |
$7.43K - $7.61K
|
16K
$825K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-152Closed |
$7.53K - $7.71K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-164- 1.15% |
$8.13K - $8.32K
|
14.1K
$728K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-168- 2.92% |
$8.33K - $8.53K
|
5.58K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-176- 1.07% |
$8.72K - $8.93K
|
16.3K
$838K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-179- 3.5% |
$8.87K - $9.08K
|
4.93K
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-185- 29.27% |
$9.17K - $9.39K
|
447
$23K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-187- 1.76% |
$9.27K - $9.49K
|
10.4K
$537K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-190- 1.89% |
$9.42K - $9.64K
|
9.89K
$509K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-191- 66.09% |
$9.47K - $9.69K
|
98
$5.05K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-199- 49.75% |
$9.86K - $10.1K
|
201
$10.4K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 4.81% |
$9.91K - $10.2K
|
3.96K
$204K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-202- 4.26% |
$10K - $10.3K
|
4.54K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-209- 1.17% |
$10.4K - $10.6K
|
17.6K
$907K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-219- 0.32% |
$10.9K - $11.1K
|
68.9K
$3.55M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-237- 49.17% |
$11.7K - $12K
|
245
$12.6K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 27.62% |
$12.4K - $12.7K
|
655
$33.8K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-264- 44.0% |
$13.1K - $13.4K
|
336
$17.3K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-268- 1.59% |
$13.3K - $13.6K
|
16.6K
$857K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-270- 14.96% |
$13.4K - $13.7K
|
1.54K
$79.1K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-274Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-275- 1.53% |
$13.6K - $14K
|
17.7K
$911K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-277- 4.81% |
$13.7K - $14.1K
|
5.48K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-280- 4.59% |
$13.9K - $14.2K
|
5.82K
$300K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-308- 2.52% |
$15.3K - $15.6K
|
11.9K
$613K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-335- 3.64% |
$16.6K - $17K
|
8.86K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-336- 3.33% |
$16.7K - $17.1K
|
9.77K
$503K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-338- 56.05% |
$16.8K - $17.2K
|
265
$13.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-340- 70.39% |
$16.9K - $17.3K
|
143
$7.37K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-383- 1.0% |
$19K - $19.4K
|
37.8K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$19.8K - $20.3K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 1.2% |
$19.8K - $20.3K
|
33.1K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-400- 5.98% |
$19.8K - $20.3K
|
6.29K
$324K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-400- 1.19% |
$19.8K - $20.3K
|
33.2K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-418- 8.05% |
$20.7K - $21.2K
|
4.77K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-425- 5.92% |
$21.1K - $21.6K
|
6.76K
$348K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-430- 0.75% |
$21.3K - $21.8K
|
56.8K
$2.93M
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-455- 5.61% |
$22.5K - $23.1K
|
7.66K
$395K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-460- 2.02% |
$22.8K - $23.3K
|
22.4K
$1.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-460- 0.43% |
$22.8K - $23.3K
|
108K
$5.55M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-483- 4.55% |
$23.9K - $24.5K
|
10.1K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-483- 0.62% |
$23.9K - $24.5K
|
77.8K
$4.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-500- 6.25% |
$24.8K - $25.4K
|
7.5K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-500- 4.74% |
$24.8K - $25.4K
|
10K
$517K
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-515- 0.28% |
$25.5K - $26.1K
|
181K
$9.33M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-530- 9.23% |
$26.3K - $26.9K
|
5.21K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-536- 5.74% |
$26.6K - $27.2K
|
8.81K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-537- 2.52% |
$26.6K - $27.3K
|
20.8K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-546- 3.04% |
$27.1K - $27.7K
|
17.4K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-558- 3.41% |
$27.7K - $28.3K
|
15.8K
$815K
|