Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.11K- 15.09% |
$200K - $206K
|
23.1K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.25KClosed |
$207K - $213K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.36K- 20.64% |
$212K - $219K
|
16.8K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.37K- 36.96% |
$212K - $219K
|
7.45K
$384K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.48K- 14.72% |
$218K - $225K
|
25.9K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-4.48K- 3.23% |
$218K - $225K
|
134K
$6.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.49K- 5.28% |
$218K - $226K
|
80.6K
$4.15M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-4.5K- 6.42% |
$219K - $226K
|
65.7K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.54K- 4.81% |
$221K - $228K
|
89.8K
$4.63M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.56K- 24.24% |
$222K - $229K
|
14.3K
$735K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.68K- 43.25% |
$227K - $235K
|
6.14K
$316K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.7K- 5.73% |
$228K - $236K
|
77.3K
$3.99M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.76K- 6.84% |
$231K - $239K
|
64.8K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.77K- 50.0% |
$232K - $239K
|
4.77K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4.8K- 37.5% |
$233K - $241K
|
8K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.83K- 13.88% |
$235K - $242K
|
30K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.84K- 4.08% |
$236K - $243K
|
114K
$5.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.98K- 48.93% |
$242K - $250K
|
5.2K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.08K- 18.91% |
$247K - $255K
|
21.8K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.24K- 32.61% |
$255K - $263K
|
10.8K
$558K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-5.24K- 2.49% |
$255K - $263K
|
205K
$10.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-5.28K- 6.37% |
$257K - $265K
|
77.6K
$4M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.29K- 14.06% |
$257K - $266K
|
32.3K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-5.32K- 5.17% |
$259K - $267K
|
97.7K
$5.03M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.37K- 7.54% |
$261K - $270K
|
65.8K
$3.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.4K- 11.42% |
$263K - $271K
|
41.9K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.44K- 1.47% |
$264K - $273K
|
364K
$18.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.7K- 31.64% |
$277K - $286K
|
12.3K
$634K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.84K- 9.8% |
$284K - $293K
|
53.7K
$2.77M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.85K- 41.94% |
$285K - $294K
|
8.1K
$418K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.91K- 35.63% |
$287K - $297K
|
10.7K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.95K- 21.3% |
$290K - $299K
|
22K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-5.99K- 28.71% |
$291K - $300K
|
14.9K
$766K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-6.01K- 10.11% |
$292K - $302K
|
53.5K
$2.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.02K- 1.17% |
$293K - $302K
|
507K
$26.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.04K- 13.33% |
$294K - $303K
|
39.3K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.14K- 20.35% |
$298K - $308K
|
24K
$1.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-6.24K- 2.57% |
$303K - $313K
|
236K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.29K- 7.81% |
$306K - $316K
|
74.2K
$3.83M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.38K- 1.97% |
$310K - $320K
|
317K
$16.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.41K- 6.78% |
$312K - $322K
|
88K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6.5K- 3.16% |
$316K - $326K
|
199K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.51K- 7.22% |
$317K - $327K
|
83.6K
$4.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.7K- 9.28% |
$326K - $336K
|
65.5K
$3.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-6.72K- 47.26% |
$327K - $337K
|
7.5K
$386K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.74K- 2.11% |
$328K - $338K
|
312K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-6.9K- 39.84% |
$336K - $346K
|
10.4K
$537K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.91K- 22.57% |
$336K - $347K
|
23.7K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7.05K- 21.6% |
$343K - $354K
|
25.6K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.12K- 29.44% |
$346K - $357K
|
17.1K
$879K
|