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 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.49% |
$1.96K - $2.05K
|
8.17K
$424K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44- 3.92% |
$2.16K - $2.26K
|
1.08K
$55.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-46- 1.31% |
$2.26K - $2.36K
|
3.47K
$180K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-51- 0.67% |
$2.5K - $2.61K
|
7.6K
$394K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-53- 6.2% |
$2.6K - $2.72K
|
802
$41.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-60- 0.67% |
$2.94K - $3.08K
|
8.87K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-73- 6.16% |
$3.58K - $3.74K
|
1.11K
$57.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-78- 0.25% |
$3.83K - $4K
|
31.6K
$1.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-83- 0.74% |
$4.07K - $4.26K
|
11.2K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 1.45% |
$4.32K - $4.51K
|
6K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-92- 9.66% |
$4.52K - $4.72K
|
860
$44.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-95- 1.48% |
$4.66K - $4.87K
|
6.33K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-101- 1.02% |
$4.96K - $5.18K
|
9.81K
$509K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-102- 2.35% |
$5.01K - $5.23K
|
4.24K
$220K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-103- 0.69% |
$5.06K - $5.28K
|
14.7K
$764K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 1.52% |
$5.15K - $5.38K
|
6.79K
$352K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-115- 10.13% |
$5.64K - $5.9K
|
1.02K
$52.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-118- 0.13% |
$5.79K - $6.05K
|
93.7K
$4.86M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-120- 0.85% |
$5.89K - $6.15K
|
14K
$724K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-121- 1.18% |
$5.94K - $6.2K
|
10.1K
$524K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-126- 0.95% |
$6.18K - $6.46K
|
13.1K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-128- 2.79% |
$6.28K - $6.56K
|
4.45K
$231K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-141- 7.99% |
$6.92K - $7.23K
|
1.62K
$84.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-143- 2.32% |
$7.02K - $7.33K
|
6.03K
$313K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-150- 1.73% |
$7.36K - $7.69K
|
8.51K
$442K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-160- 17.51% |
$7.85K - $8.2K
|
754
$39.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-164- 3.76% |
$8.05K - $8.41K
|
4.2K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-166- 0.77% |
$8.15K - $8.51K
|
21.4K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-173- 0.49% |
$8.49K - $8.87K
|
34.8K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-185- 3.88% |
$9.08K - $9.48K
|
4.58K
$238K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-200- 2.46% |
$9.82K - $10.3K
|
7.94K
$412K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 4.16% |
$9.82K - $10.3K
|
4.61K
$239K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-200- 1.39% |
$9.82K - $10.3K
|
14.2K
$738K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 0.74% |
$9.82K - $10.3K
|
26.8K
$1.39M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 1.98% |
$9.82K - $10.3K
|
9.92K
$514K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-203- 1.05% |
$9.96K - $10.4K
|
19.1K
$993K
|
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-212- 1.52% |
$10.4K - $10.9K
|
13.8K
$715K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-221- 1.19% |
$10.8K - $11.3K
|
18.3K
$950K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-243- 2.43% |
$11.9K - $12.5K
|
9.78K
$507K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-259- 0.39% |
$12.7K - $13.3K
|
65.7K
$3.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-271- 1.42% |
$13.3K - $13.9K
|
18.9K
$978K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-273- 85.05% |
$13.4K - $14K
|
48
$2.49K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-276Closed |
$13.5K - $14.2K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-277- 0.9% |
$13.6K - $14.2K
|
30.5K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-278- 14.21% |
$13.6K - $14.3K
|
1.68K
$87.1K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-286- 5.3% |
$14K - $14.7K
|
5.11K
$265K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-292- 2.18% |
$14.3K - $15K
|
13.1K
$679K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-300- 0.91% |
$14.7K - $15.4K
|
32.6K
$1.69M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-305- 0.88% |
$15K - $15.6K
|
34.2K
$1.77M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-309- 1.49% |
$15.2K - $15.8K
|
20.5K
$1.06M
|