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 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.05K+ 23.89% |
$346K - $361K
|
36.5K
$1.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
6.85KNew |
$336K - $351K
|
6.85K
$355K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
6.72K+ 89.61% |
$330K - $344K
|
14.2K
$738K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.59K+ 37.44% |
$323K - $338K
|
24.2K
$1.25M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.59KNew |
$323K - $338K
|
6.59K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
BUY
|
- |
6.31KNew |
$309K - $323K
|
6.31K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.18KNew |
$303K - $317K
|
6.18K
$320K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
6.03K+ 2.95% |
$296K - $309K
|
210K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6.02K+ 77.07% |
$295K - $309K
|
13.8K
$718K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.85K+ 1.51% |
$287K - $300K
|
392K
$20.3M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.79K+ 188.02% |
$284K - $297K
|
8.87K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.75KNew |
$282K - $295K
|
5.75K
$298K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.64K+ 1.23% |
$277K - $289K
|
464K
$24.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.6K+ 42.96% |
$275K - $287K
|
18.6K
$968K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.58K+ 6.6% |
$274K - $286K
|
90.1K
$4.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
5.48K+ 33.1% |
$269K - $281K
|
22K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.41K+ 30.97% |
$266K - $278K
|
22.9K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.4K+ 11.39% |
$265K - $277K
|
52.8K
$2.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.27KNew |
$259K - $270K
|
5.27K
$274K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
5.15K+ 18.77% |
$253K - $264K
|
32.6K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5K+ 79.32% |
$245K - $256K
|
11.3K
$586K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$242K - $252K
|
4.92K
$255K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.91K+ 3.14% |
$241K - $252K
|
162K
$8.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.88K+ 101.08% |
$240K - $250K
|
9.71K
$504K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.73K+ 7.12% |
$232K - $243K
|
71.2K
$3.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
4.73KNew |
$232K - $242K
|
4.73K
$245K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.63K+ 4.51% |
$227K - $238K
|
107K
$5.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.56K+ 4.12% |
$224K - $234K
|
115K
$5.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.53K+ 34.56% |
$222K - $232K
|
17.6K
$915K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
4.45KNew |
$219K - $228K
|
4.45K
$231K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.37K+ 16.22% |
$214K - $224K
|
31.3K
$1.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.35K+ 3.51% |
$213K - $223K
|
128K
$6.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.33K+ 5.88% |
$213K - $222K
|
78K
$4.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.29KNew |
$211K - $220K
|
4.29K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.16KNew |
$204K - $213K
|
4.16K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.14K+ 4.53% |
$203K - $212K
|
95.5K
$4.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4K+ 60.61% |
$196K - $205K
|
10.6K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.98K+ 4.4% |
$195K - $204K
|
94.3K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.91K+ 53.24% |
$192K - $200K
|
11.2K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.87K+ 1041.4% |
$190K - $199K
|
4.25K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.57KNew |
$175K - $183K
|
3.57K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.52KNew |
$173K - $180K
|
3.52K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
3.5K+ 61.45% |
$172K - $179K
|
9.2K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.37K+ 2.85% |
$165K - $173K
|
122K
$6.31M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.34K+ 10.4% |
$164K - $171K
|
35.4K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.32K+ 6.48% |
$163K - $170K
|
54.5K
$2.83M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
3.29K+ 17.53% |
$162K - $169K
|
22.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.03KNew |
$149K - $155K
|
3.03K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$147K - $154K
|
3.01K
$156K
|
|
|
Oct 25, 2022
Q3 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.95KNew |
$145K - $151K
|
2.95K
$153K
|