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 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
141KNew |
$6.88M - $7.1M
|
141K
$7.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
140K+ 83.84% |
$6.81M - $7.03M
|
307K
$15.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
135K+ 57.48% |
$6.54M - $6.75M
|
369K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
126K+ 139.8% |
$6.14M - $6.34M
|
217K
$11.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
124K+ 778.4% |
$6.02M - $6.21M
|
140K
$7.2M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
122K+ 91.11% |
$5.94M - $6.13M
|
256K
$13.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
122K+ 1030.27% |
$5.91M - $6.1M
|
133K
$6.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
119KNew |
$5.81M - $5.99M
|
119K
$6.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
116K+ 39.82% |
$5.64M - $5.82M
|
407K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
113K+ 162.2% |
$5.52M - $5.7M
|
183K
$9.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
110K+ 15.39% |
$5.35M - $5.52M
|
825K
$42.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
109KNew |
$5.31M - $5.48M
|
109K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103K+ 11.53% |
$5M - $5.16M
|
994K
$51.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
99.8KNew |
$4.85M - $5.01M
|
99.8K
$5.14M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
95.2K+ 588.82% |
$4.63M - $4.78M
|
111K
$5.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
91.4K+ 710.49% |
$4.45M - $4.59M
|
104K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
90.6K+ 262.53% |
$4.41M - $4.55M
|
125K
$6.45M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
90.2K+ 6.5% |
$4.39M - $4.53M
|
1.48M
$76.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
90.2K+ 6.5% |
$4.39M - $4.53M
|
1.48M
$76.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
88.1K+ 178.25% |
$4.28M - $4.42M
|
138K
$7.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
87.8KNew |
$4.27M - $4.41M
|
87.8K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
86.7KNew |
$4.21M - $4.35M
|
86.7K
$4.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
82.6K+ 21.07% |
$4.02M - $4.15M
|
475K
$24.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
81.5K+ 2761.52% |
$3.96M - $4.09M
|
84.5K
$4.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.3K+ 4.58% |
$3.95M - $4.08M
|
1.86M
$95.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
78.2K+ 39.61% |
$3.8M - $3.93M
|
276K
$14.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
70.9K+ 23.76% |
$3.45M - $3.56M
|
369K
$19M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
69.4K+ 533.56% |
$3.38M - $3.48M
|
82.4K
$4.25M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65.1K+ 665.63% |
$3.17M - $3.27M
|
74.9K
$3.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63.9K+ 352.25% |
$3.11M - $3.21M
|
82.1K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61.6KNew |
$2.99M - $3.09M
|
61.6K
$3.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.4K+ 5181.18% |
$2.99M - $3.08M
|
62.6K
$3.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
61.3KNew |
$2.98M - $3.08M
|
61.3K
$3.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
59.3KNew |
$2.89M - $2.98M
|
59.3K
$3.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
54.5K+ 112.03% |
$2.65M - $2.73M
|
103K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53.3K+ 1252.97% |
$2.59M - $2.67M
|
57.5K
$2.97M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
52.6K+ 15.61% |
$2.56M - $2.64M
|
389K
$20.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52.6K+ 15.61% |
$2.56M - $2.64M
|
389K
$20.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
52K+ 1226.97% |
$2.53M - $2.61M
|
56.2K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
51.5K+ 4.54% |
$2.51M - $2.59M
|
1.19M
$61.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
51.5K+ 97.39% |
$2.5M - $2.58M
|
104K
$5.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
50.8K+ 190.33% |
$2.47M - $2.55M
|
77.5K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.9K+ 41.81% |
$2.43M - $2.51M
|
169K
$8.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
46.3K+ 63.06% |
$2.25M - $2.33M
|
120K
$6.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
45.8K+ 128.61% |
$2.23M - $2.3M
|
81.4K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
44.9K+ 49.94% |
$2.19M - $2.26M
|
135K
$6.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.4K+ 0.87% |
$2.16M - $2.23M
|
5.14M
$265M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.1K+ 19.94% |
$2.1M - $2.16M
|
259K
$13.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
42.9KNew |
$2.09M - $2.15M
|
42.9K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
42.3K+ 146.19% |
$2.06M - $2.13M
|
71.3K
$3.68M
|