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 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.4K- 4.23% |
$4.58M - $4.79M
|
2.12M
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-106K- 89.36% |
$5.22M - $5.45M
|
12.7K
$657K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-114K- 17.92% |
$5.59M - $5.84M
|
521K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-115K- 9.33% |
$5.64M - $5.89M
|
1.12M
$57.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-116K- 17.87% |
$5.68M - $5.93M
|
532K
$27.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-116K- 14.09% |
$5.69M - $5.94M
|
706K
$36.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-127K- 60.85% |
$6.26M - $6.54M
|
82K
$4.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-128K- 8.79% |
$6.27M - $6.55M
|
1.33M
$68.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Matson Money. Inc.
|
SELL
|
- |
-133K- 0.99% |
$6.52M - $6.81M
|
13.2M
$685M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-137K- 7.1% |
$6.73M - $7.03M
|
1.79M
$93M
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-147KClosed |
$7.23M - $7.55M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-159K- 12.26% |
$7.79M - $8.14M
|
1.14M
$58.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-164K- 25.85% |
$8.05M - $8.4M
|
470K
$24.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-170K- 29.96% |
$8.33M - $8.71M
|
397K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 8.89% |
$8.59M - $8.97M
|
1.79M
$93.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-178K- 82.87% |
$8.72M - $9.11M
|
36.7K
$1.9M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-178K- 9.04% |
$8.76M - $9.15M
|
1.79M
$93.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-188K- 32.03% |
$9.2M - $9.61M
|
398K
$20.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-200K- 39.22% |
$9.82M - $10.3M
|
310K
$16.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-203K- 93.32% |
$9.98M - $10.4M
|
14.6K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-204K- 5.21% |
$10M - $10.5M
|
3.71M
$193M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-204K- 4.98% |
$10M - $10.5M
|
3.9M
$202M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-205K- 50.9% |
$10M - $10.5M
|
198K
$10.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-219K- 43.74% |
$10.7M - $11.2M
|
281K
$14.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223K- 66.58% |
$11M - $11.4M
|
112K
$5.81M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-246K- 32.43% |
$12.1M - $12.6M
|
513K
$26.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-248K- 15.07% |
$12.2M - $12.7M
|
1.4M
$72.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-320K- 24.64% |
$15.7M - $16.4M
|
980K
$50.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-341K- 7.04% |
$16.7M - $17.5M
|
4.5M
$234M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-344K- 93.22% |
$16.9M - $17.6M
|
25K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-346K- 6.35% |
$17M - $17.7M
|
5.1M
$264M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-377K- 5.7% |
$18.5M - $19.3M
|
6.23M
$323M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-572K- 95.3% |
$28.1M - $29.3M
|
28.2K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-858K- 8.79% |
$42.1M - $44M
|
8.9M
$462M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-858K- 8.79% |
$42.1M - $44M
|
8.9M
$462M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.06M- 35.81% |
$52M - $54.3M
|
1.9M
$98.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.57M- 99.09% |
$77.1M - $80.5M
|
14.4K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.86M- 83.77% |
$91.2M - $95.3M
|
360K
$18.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-2.25M- 24.6% |
$110M - $115M
|
6.88M
$357M
|