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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-20.8K- 22.32% |
$1.02M - $1.06M
|
72.2K
$3.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-21.5K- 11.42% |
$1.05M - $1.1M
|
167K
$8.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-22.2K- 42.18% |
$1.09M - $1.14M
|
30.5K
$1.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.3K- 2.8% |
$1.09M - $1.14M
|
774K
$40.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-22.5K- 4.57% |
$1.1M - $1.15M
|
469K
$24.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-22.6K- 18.01% |
$1.11M - $1.16M
|
103K
$5.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-22.9K- 16.73% |
$1.12M - $1.17M
|
114K
$5.91M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-23.4K- 4.37% |
$1.15M - $1.2M
|
513K
$26.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23.5K- 73.2% |
$1.15M - $1.2M
|
8.59K
$445K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-23.6K- 3.63% |
$1.16M - $1.21M
|
627K
$32.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-23.8K- 7.83% |
$1.17M - $1.22M
|
280K
$14.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-26K- 58.25% |
$1.28M - $1.33M
|
18.6K
$966K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26K- 54.76% |
$1.28M - $1.33M
|
21.5K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-26.8K- 13.68% |
$1.31M - $1.37M
|
169K
$8.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-26.8K- 33.02% |
$1.32M - $1.37M
|
54.4K
$2.82M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-27K- 8.3% |
$1.33M - $1.39M
|
299K
$15.5M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.4K- 11.61% |
$1.39M - $1.46M
|
216K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-28.4K- 5.88% |
$1.39M - $1.46M
|
455K
$23.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-28.4K- 11.45% |
$1.4M - $1.46M
|
220K
$11.4M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-29.6K- 7.08% |
$1.45M - $1.52M
|
388K
$20.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 37.94% |
$1.47M - $1.53M
|
49K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-30K- 56.99% |
$1.47M - $1.54M
|
22.6K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-30K- 19.46% |
$1.47M - $1.54M
|
124K
$6.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32.4K- 55.93% |
$1.59M - $1.66M
|
25.5K
$1.32M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-32.4K- 55.93% |
$1.59M - $1.66M
|
25.5K
$1.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-33.5K- 24.1% |
$1.64M - $1.72M
|
105K
$5.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-33.9K- 35.24% |
$1.66M - $1.74M
|
62.2K
$3.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35.9K- 79.15% |
$1.76M - $1.84M
|
9.46K
$491K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-37.1K- 2.59% |
$1.82M - $1.9M
|
1.39M
$72.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-37.2K- 29.8% |
$1.82M - $1.9M
|
87.5K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-37.7KClosed |
$1.85M - $1.93M
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-37.7K- 97.34% |
$1.85M - $1.93M
|
1.03K
$53.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-39.7K- 34.21% |
$1.95M - $2.04M
|
76.4K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-40.1K- 16.23% |
$1.97M - $2.05M
|
207K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.2K- 13.69% |
$2.02M - $2.11M
|
260K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44K- 1.57% |
$2.16M - $2.26M
|
2.77M
$144M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-47.2K- 32.53% |
$2.32M - $2.42M
|
97.9K
$5.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48.6K- 22.71% |
$2.38M - $2.49M
|
165K
$8.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-50K- 18.53% |
$2.45M - $2.56M
|
220K
$11.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-53.6K- 10.36% |
$2.63M - $2.75M
|
464K
$24.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-54.9K- 6.78% |
$2.69M - $2.81M
|
754K
$39.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-56.2K- 44.0% |
$2.76M - $2.88M
|
71.5K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-57.3K- 45.52% |
$2.81M - $2.94M
|
68.5K
$3.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-58.8K- 42.04% |
$2.88M - $3.01M
|
81K
$4.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58.9K- 7.23% |
$2.89M - $3.02M
|
756K
$39.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-61.5K- 9.99% |
$3.02M - $3.16M
|
554K
$28.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-65.8K- 80.37% |
$3.23M - $3.37M
|
16.1K
$834K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-74.8K- 44.06% |
$3.67M - $3.83M
|
94.9K
$4.92M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-88.3K- 11.63% |
$4.33M - $4.53M
|
671K
$34.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-93.3K- 4.84% |
$4.58M - $4.79M
|
1.83M
$95.1M
|