Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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
De Burlo Group Inc

Boston, MA
BUY
 -
263
New
$12.9K - $13.5K
263 $13.6K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

BUY
 -
256
New
$12.6K - $13.1K
256 $13.3K
Oct 19, 2022 Q3 2022
Cabot Wealth Management Inc

BUY
 -
231
+ 1.03%
$11.3K - $11.8K
22.6K $1.17M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
203
+ 5.01%
$9.96K - $10.4K
4.25K $221K
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
202
+ 1.34%
$9.91K - $10.4K
15.3K $794K
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
200
+ 0.44%
$9.82K - $10.3K
46.1K $2.39M
Nov 04, 2022 Q3 2022
Clifford Swan Investment Counsel LLC

BUY
 -
179
+ 3.63%
$8.79K - $9.18K
5.11K $265K
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
159
New
$7.8K - $8.15K
159 $8.25K
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
155
+ 1.69%
$7.61K - $7.95K
9.32K $484K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
140
+ 3.25%
$6.87K - $7.18K
4.45K $231K
Nov 08, 2022 Q3 2022
Meridian Management CO

BUY
 -
110
+ 2.26%
$5.4K - $5.64K
4.98K $258K
Nov 14, 2022 Q3 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
107
+ 1.94%
$5.25K - $5.49K
5.62K $291K
Nov 10, 2022 Q3 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
85
+ 0.43%
$4.17K - $4.36K
19.9K $1.03M
Nov 02, 2022 Q3 2022
J. L. Bainbridge & Co., Inc.

BUY
 -
77
+ 0.95%
$3.78K - $3.95K
8.21K $426K
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
76
+ 63.33%
$3.73K - $3.9K
196 $10.2K
Nov 14, 2022 Q3 2022
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
71
+ 1.37%
$3.48K - $3.64K
5.27K $273K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
67
New
$3.29K - $3.44K
67 $3.48K
Oct 28, 2022 Q3 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
60
+ 1.24%
$2.94K - $3.08K
4.91K $255K
Nov 10, 2022 Q3 2022
Aspire Private Capital, LLC

BUY
 -
56
+ 5.52%
$2.75K - $2.87K
1.07K $55.5K
Oct 12, 2022 Q3 2022
Tap Consulting, LLC

BUY
 -
49
+ 0.51%
$2.4K - $2.51K
9.6K $498K
Nov 01, 2022 Q3 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
40
+ 0.48%
$1.96K - $2.05K
8.34K $432K
Nov 14, 2022 Q3 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
40
+ 0.92%
$1.96K - $2.05K
4.4K $228K
Oct 13, 2022 Q3 2022
Life Planning Partners, Inc

BUY
 -
40
+ 2.37%
$1.96K - $2.05K
1.73K $89.7K
Oct 05, 2022 Q3 2022
First Hawaiian Bank

BUY
 -
28
+ 0.25%
$1.37K - $1.44K
11.1K $575K
Oct 25, 2022 Q3 2022
Family Capital Trust CO

BUY
 -
25
+ 8.53%
$1.23K - $1.28K
318 $16.5K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
23
+ 0.49%
$1.13K - $1.18K
4.71K $244K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
20
+ 0.12%
$982 - $1.03K
16.6K $860K
Nov 02, 2022 Q3 2022
Smh Capital Advisors Inc

BUY
 -
13
+ 0.11%
$638 - $667
11.8K $610K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
9
+ 0.13%
$442 - $461
6.88K $357K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
8
+ 0.05%
$393 - $410
16.5K $856K
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
8
+ 0.48%
$393 - $410
1.66K $86.3K
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
4
+ 0.02%
$196 - $205
22.9K $1.19M
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
3
+ 0.44%
$147 - $154
681 $35.3K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
3
+ 0.52%
$147 - $154
576 $29.9K
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
2
+ 0.39%
$98.2 - $103
515 $26.7K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2
+ 0.05%
$98.2 - $103
4.28K $222K
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
2
+ 0.25%
$98.2 - $103
795 $41.2K
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.38%
$49.1 - $51.3
261 $13.5K
Nov 15, 2022 Q3 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1
+ 0.03%
$49.1 - $51.3
3.69K $191K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
1
+ 0.15%
$49.1 - $51.3
659 $34.2K
Oct 21, 2022 Q3 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.54%
$49.1 - $51.3
187 $9.7K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-5
- 0.28%
$245 - $256
1.81K $93.9K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-6
- 1.09%
$294 - $308
545 $28.3K
Oct 13, 2022 Q3 2022
Old Port Advisors

SELL
 -
-6
- 0.08%
$294 - $308
7.24K $376K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-9
- 0.47%
$442 - $461
1.9K $98.3K
Nov 03, 2022 Q3 2022
Fiera Capital Corp

Montreal, A8
SELL
 -
-12
- 0.25%
$589 - $615
4.79K $249K
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

SELL
 -
-13
- 5.75%
$638 - $667
213 $11.1K
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-14
- 1.17%
$687 - $718
1.19K $61.5K
Oct 25, 2022 Q3 2022
Hm Payson & CO

Portland, ME
SELL
 -
-29
- 0.04%
$1.42K - $1.49K
79K $4.1M

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