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 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14.9K- 13.63% |
$726K - $749K
|
94.6K
$4.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-15.7K- 13.35% |
$764K - $788K
|
102K
$5.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-16.6K- 18.96% |
$807K - $833K
|
70.9K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-16.8K- 7.93% |
$817K - $843K
|
195K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-17.2K- 2.62% |
$838K - $865K
|
640K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-17.8K- 4.21% |
$864K - $891K
|
404K
$20.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-17.8K- 40.67% |
$865K - $893K
|
26K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-18.1K- 52.48% |
$880K - $908K
|
16.4K
$844K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.4KClosed |
$895K - $924K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20K- 31.32% |
$974K - $1.01M
|
43.9K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-20K- 3.96% |
$975K - $1.01M
|
486K
$25M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-20.4K- 28.21% |
$991K - $1.02M
|
51.9K
$2.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-20.9K- 19.82% |
$1.02M - $1.05M
|
84.5K
$4.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-21.3K- 12.43% |
$1.03M - $1.07M
|
150K
$7.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 27.96% |
$1.04M - $1.07M
|
55K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.6K- 22.48% |
$1.05M - $1.08M
|
74.4K
$3.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-21.7K- 68.82% |
$1.05M - $1.09M
|
9.81K
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-21.7K- 10.02% |
$1.05M - $1.09M
|
194K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-22K- 4.64% |
$1.07M - $1.11M
|
453K
$23.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22.4K- 4.17% |
$1.09M - $1.12M
|
514K
$26.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-22.4K- 24.27% |
$1.09M - $1.13M
|
70K
$3.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-22.9K- 70.11% |
$1.11M - $1.15M
|
9.76K
$503K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-23.4K- 11.67% |
$1.14M - $1.17M
|
177K
$9.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-23.8K- 79.7% |
$1.16M - $1.19M
|
6.06K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-24.1K- 45.76% |
$1.17M - $1.21M
|
28.5K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-24.4K- 3.64% |
$1.19M - $1.23M
|
646K
$33.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.7K- 14.93% |
$1.2M - $1.24M
|
141K
$7.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-25.7K- 13.64% |
$1.25M - $1.29M
|
163K
$8.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-26.3K- 5.23% |
$1.28M - $1.32M
|
476K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.5K- 3.04% |
$1.29M - $1.33M
|
845K
$43.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-26.7K- 18.74% |
$1.3M - $1.34M
|
116K
$5.96M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-27K- 41.06% |
$1.31M - $1.36M
|
38.8K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-27.1K- 6.8% |
$1.32M - $1.36M
|
371K
$19.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-27.8K- 25.74% |
$1.35M - $1.39M
|
80.1K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-28.5K- 26.14% |
$1.38M - $1.43M
|
80.4K
$4.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-29.3K- 17.21% |
$1.43M - $1.47M
|
141K
$7.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-29.4K- 2.66% |
$1.43M - $1.48M
|
1.08M
$55.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30.6K- 4.05% |
$1.49M - $1.54M
|
725K
$37.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-32K- 6.83% |
$1.56M - $1.61M
|
437K
$22.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-33.4K- 46.62% |
$1.62M - $1.67M
|
38.2K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-34.6K- 8.92% |
$1.68M - $1.74M
|
354K
$18.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35.9K- 12.75% |
$1.74M - $1.8M
|
245K
$12.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-36.1K- 35.11% |
$1.76M - $1.81M
|
66.8K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.5K- 6.86% |
$1.77M - $1.83M
|
495K
$25.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-36.8K- 3.75% |
$1.79M - $1.85M
|
943K
$48.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-38.2K- 56.99% |
$1.86M - $1.92M
|
28.8K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-38.3K- 13.68% |
$1.86M - $1.92M
|
242K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-38.6K- 10.91% |
$1.88M - $1.94M
|
315K
$16.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40.2K- 24.1% |
$1.95M - $2.02M
|
126K
$6.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-40.3K- 12.71% |
$1.96M - $2.02M
|
277K
$14.3M
|