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
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.15K- 39.2% |
$204K - $213K
|
6.44K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.2K- 14.57% |
$206K - $215K
|
24.6K
$1.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.28K- 1.2% |
$210K - $219K
|
353K
$18.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4.32K- 1.57% |
$212K - $222K
|
271K
$14M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4.6K- 26.11% |
$226K - $236K
|
13K
$674K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.64K- 29.29% |
$227K - $238K
|
11.2K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-4.64K- 4.3% |
$228K - $238K
|
103K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-4.65K- 9.56% |
$228K - $238K
|
44K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.82K- 3.27% |
$237K - $247K
|
142K
$7.38M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-4.87K- 7.57% |
$239K - $250K
|
59.5K
$3.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.91K- 21.8% |
$241K - $252K
|
17.6K
$913K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-4.92K- 4.5% |
$241K - $252K
|
105K
$5.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-4.93K- 4.05% |
$242K - $253K
|
117K
$6.06M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-5K- 28.09% |
$245K - $256K
|
12.8K
$663K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.01K- 10.44% |
$246K - $257K
|
42.9K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.1K- 8.83% |
$250K - $261K
|
52.6K
$2.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-5.12K- 28.18% |
$251K - $263K
|
13.1K
$677K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.17K- 47.21% |
$254K - $265K
|
5.78K
$299K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 19.78% |
$256K - $267K
|
21.1K
$1.09M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-5.25K- 3.64% |
$258K - $269K
|
139K
$7.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.29K- 5.9% |
$260K - $271K
|
84.3K
$4.37M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-5.56K- 1.44% |
$273K - $285K
|
380K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.6K- 49.2% |
$275K - $287K
|
5.78K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.61K- 1.66% |
$275K - $288K
|
332K
$17.2M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.75K- 7.58% |
$282K - $295K
|
70.2K
$3.64M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.93K- 7.59% |
$291K - $304K
|
72.2K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.1K- 5.92% |
$300K - $313K
|
96.9K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.21K- 17.14% |
$305K - $318K
|
30K
$1.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.23K- 8.38% |
$306K - $319K
|
68.1K
$3.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6.42K- 2.94% |
$315K - $329K
|
212K
$11M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.56K- 29.21% |
$322K - $336K
|
15.9K
$824K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 26.73% |
$336K - $350K
|
18.7K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.9K- 5.16% |
$339K - $354K
|
127K
$6.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-7.03K- 8.9% |
$345K - $361K
|
72K
$3.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-7.14K- 41.16% |
$350K - $366K
|
10.2K
$529K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.25KClosed |
$356K - $372K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7.53K- 27.39% |
$369K - $386K
|
20K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.89K- 12.9% |
$387K - $404K
|
53.2K
$2.76M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-7.98K- 4.48% |
$392K - $409K
|
170K
$8.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.02K- 9.75% |
$394K - $411K
|
74.2K
$3.85M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-8.19K- 0.81% |
$402K - $420K
|
1.01M
$52.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-8.4K- 11.73% |
$412K - $431K
|
63.2K
$3.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8.45K- 19.15% |
$415K - $433K
|
35.7K
$1.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.46K- 66.88% |
$415K - $434K
|
4.19K
$217K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.58K- 32.98% |
$421K - $440K
|
17.4K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.87K- 59.78% |
$435K - $455K
|
5.97K
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-9.22K- 34.74% |
$453K - $473K
|
17.3K
$898K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.37K- 56.44% |
$460K - $480K
|
7.23K
$375K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-9.46K- 20.49% |
$464K - $485K
|
36.7K
$1.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9.53K- 30.94% |
$468K - $489K
|
21.3K
$1.1M
|