Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.2K- 28.64% |
$108K - $113K
|
5.47K
$284K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 3.3% |
$108K - $113K
|
64.3K
$3.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.2K- 8.73% |
$108K - $113K
|
23K
$1.19M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
SELL
|
- |
-2.24K- 3.91% |
$110K - $115K
|
55K
$2.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.28K- 6.7% |
$112K - $117K
|
31.8K
$1.65M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.3K- 1.33% |
$113K - $118K
|
171K
$8.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.31K- 7.95% |
$113K - $118K
|
26.7K
$1.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.44K- 1.47% |
$120K - $125K
|
163K
$8.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.48K- 19.9% |
$122K - $127K
|
9.98K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.51K- 40.24% |
$123K - $129K
|
3.73K
$193K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 23.6% |
$124K - $130K
|
8.2K
$425K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2.56K- 2.94% |
$126K - $131K
|
84.6K
$4.38M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.6K- 29.63% |
$128K - $133K
|
6.18K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.61K- 1.92% |
$128K - $134K
|
133K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.63K- 7.68% |
$129K - $135K
|
31.6K
$1.64M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.67K- 3.29% |
$131K - $137K
|
78.5K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.68K- 7.91% |
$131K - $137K
|
31.2K
$1.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.73K- 5.07% |
$134K - $140K
|
51K
$2.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.74K- 4.39% |
$134K - $140K
|
59.6K
$3.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.78K- 28.62% |
$136K - $142K
|
6.92K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.78K- 11.44% |
$136K - $143K
|
21.5K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.78K- 14.19% |
$136K - $143K
|
16.8K
$871K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.86K- 3.99% |
$140K - $146K
|
68.7K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.89K- 13.82% |
$142K - $148K
|
18K
$933K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.9K- 45.09% |
$142K - $148K
|
3.53K
$183K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.91K- 39.67% |
$143K - $149K
|
4.42K
$229K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.95K- 40.03% |
$145K - $151K
|
4.42K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.96K- 0.34% |
$145K - $152K
|
864K
$44.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.04K- 10.17% |
$149K - $156K
|
26.9K
$1.39M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 21.73% |
$153K - $159K
|
11.2K
$580K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 32.12% |
$155K - $162K
|
6.67K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.22K- 6.34% |
$158K - $165K
|
47.5K
$2.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.26K- 22.74% |
$160K - $167K
|
11.1K
$574K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.3K- 8.97% |
$162K - $169K
|
33.5K
$1.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-3.42K- 9.4% |
$168K - $175K
|
32.9K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.47K- 8.72% |
$170K - $178K
|
36.3K
$1.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.48K- 29.82% |
$171K - $178K
|
8.19K
$424K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.55K- 3.51% |
$174K - $182K
|
97.7K
$5.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.62K- 2.17% |
$178K - $186K
|
163K
$8.44M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.67K- 15.0% |
$180K - $188K
|
20.8K
$1.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.82K- 17.48% |
$187K - $196K
|
18K
$934K
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.83K- 4.43% |
$188K - $196K
|
82.7K
$4.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.86K- 1.69% |
$189K - $198K
|
224K
$11.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.92K- 35.7% |
$192K - $201K
|
7.05K
$365K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.93K- 26.35% |
$193K - $201K
|
11K
$569K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.93K- 20.88% |
$193K - $201K
|
14.9K
$772K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4K- 11.28% |
$196K - $205K
|
31.5K
$1.63M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.01KClosed |
$197K - $205K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-4.05K- 1.72% |
$199K - $208K
|
231K
$12M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.13K- 11.29% |
$203K - $212K
|
32.5K
$1.68M
|