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 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.8K+ 79.34% |
$2.59M - $2.71M
|
119K
$6.24M
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
52.8K+ 39.89% |
$2.59M - $2.71M
|
185K
$9.68M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
51.5K+ 60.1% |
$2.53M - $2.64M
|
137K
$7.16M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
51.3K+ 5.73% |
$2.52M - $2.63M
|
947K
$49.5M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
51.1K+ 10.54% |
$2.51M - $2.62M
|
536K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
50K+ 51.47% |
$2.45M - $2.56M
|
147K
$7.69M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
47.5K+ 3.92% |
$2.33M - $2.44M
|
1.26M
$65.7M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
46K+ 22.58% |
$2.26M - $2.36M
|
250K
$13.1M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
45.1K+ 91.76% |
$2.22M - $2.31M
|
94.4K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.9K+ 22.46% |
$2.2M - $2.3M
|
245K
$12.8M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
43.6K+ 7.1% |
$2.14M - $2.23M
|
657K
$34.3M
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
42.3K+ 3.98% |
$2.08M - $2.17M
|
1.11M
$57.8M
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
41.5K+ 319.17% |
$2.04M - $2.13M
|
54.5K
$2.85M
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
40.1K+ 431.27% |
$1.97M - $2.06M
|
49.4K
$2.58M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
39.7K+ 43.9% |
$1.95M - $2.03M
|
130K
$6.79M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
38.1K+ 73.49% |
$1.87M - $1.95M
|
90K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.9K+ 7.41% |
$1.86M - $1.94M
|
549K
$28.7M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
35.8K+ 17.65% |
$1.75M - $1.83M
|
238K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35K+ 25.42% |
$1.72M - $1.79M
|
173K
$9.02M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.9K+ 4.07% |
$1.71M - $1.79M
|
892K
$46.6M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
34.5K+ 39.55% |
$1.69M - $1.77M
|
122K
$6.36M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34.4K+ 95.44% |
$1.69M - $1.76M
|
70.4K
$3.68M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33.8K+ 112.37% |
$1.66M - $1.74M
|
64K
$3.34M
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
31.4K+ 74.71% |
$1.54M - $1.61M
|
73.5K
$3.84M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.7K+ 71.28% |
$1.41M - $1.47M
|
69K
$3.6M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
28.5K+ 152.15% |
$1.4M - $1.46M
|
47.2K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28K+ 218.57% |
$1.38M - $1.44M
|
40.9K
$2.14M
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
27.5KNew |
$1.35M - $1.41M
|
27.5K
$1.44M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
26.4K+ 12.33% |
$1.3M - $1.36M
|
241K
$12.6M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
26.2K+ 7.65% |
$1.29M - $1.34M
|
369K
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
24.8K+ 34.9% |
$1.22M - $1.27M
|
95.9K
$5.01M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
24.7K+ 3.99% |
$1.21M - $1.26M
|
642K
$33.5M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.19M - $1.25M
|
24.3K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.8K+ 4.01% |
$1.17M - $1.22M
|
617K
$32.2M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
23.6K+ 9.06% |
$1.16M - $1.21M
|
284K
$14.8M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
23.4K+ 10.07% |
$1.15M - $1.2M
|
256K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.8K+ 10.67% |
$1.12M - $1.17M
|
236K
$12.4M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
22.2K+ 119.45% |
$1.09M - $1.14M
|
40.9K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.2K+ 1.79% |
$1.09M - $1.14M
|
1.26M
$65.9M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
21.5K+ 11.02% |
$1.05M - $1.1M
|
216K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$1.03M - $1.08M
|
21.1K
$1.1M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
21K+ 4.34% |
$1.03M - $1.08M
|
506K
$26.4M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
20.9K+ 21.13% |
$1.02M - $1.07M
|
120K
$6.25M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
20.8K+ 79.21% |
$1.02M - $1.07M
|
47.1K
$2.46M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
20.8K+ 17.89% |
$1.02M - $1.06M
|
137K
$7.15M
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
20.5K+ 43.66% |
$1.01M - $1.05M
|
67.6K
$3.53M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
20KNew |
$982K - $1.03M
|
20K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.8K+ 20.2% |
$972K - $1.02M
|
118K
$6.16M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.7K+ 26.39% |
$968K - $1.01M
|
94.4K
$4.93M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
19.6K+ 4.3% |
$962K - $1M
|
475K
$24.8M
|