Purchases and Sales Made in Q4 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 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
Jan 23, 2023 Q4 2022
Tap Consulting, LLC

BUY
 -
83
+ 0.86%
$4.04K - $4.17K
9.69K $499K
Jan 12, 2023 Q4 2022
Yarbrough Capital, LLC

BUY
 -
75
New
$3.65K - $3.76K
75 $3.87K
Feb 13, 2023 Q4 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
74
+ 0.4%
$3.6K - $3.71K
18.4K $947K
Feb 07, 2023 Q4 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
68
+ 0.82%
$3.31K - $3.41K
8.4K $433K
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
68
New
$3.31K - $3.41K
68 $3.5K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
68
+ 0.52%
$3.31K - $3.41K
13.2K $680K
Feb 13, 2023 Q4 2022
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
48
New
$2.33K - $2.41K
48 $2.47K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
44
+ 5.12%
$2.14K - $2.21K
904 $46.6K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
44
New
$2.14K - $2.21K
44 $2.27K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
42
+ 0.88%
$2.04K - $2.11K
4.83K $249K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
27
New
$1.31K - $1.36K
27 $1.39K
Feb 14, 2023 Q4 2022
Smh Capital Advisors Inc

BUY
 -
23
+ 0.2%
$1.12K - $1.15K
11.8K $608K
Feb 14, 2023 Q4 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
17
New
$827 - $853
17 $876
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
15
+ 0.9%
$729 - $753
1.68K $86.5K
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
14
+ 0.86%
$681 - $703
1.64K $84.4K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
13
New
$632 - $652
13 $670
Jan 20, 2023 Q4 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
13
+ 0.09%
$632 - $652
14.6K $751K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
9
+ 13.04%
$438 - $452
78 $4.02K
Feb 08, 2023 Q4 2022
Wolff Wiese Magana LLC

BUY
 -
6
+ 0.17%
$292 - $301
3.48K $179K
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
6
+ 0.88%
$292 - $301
687 $35.4K
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
6
+ 0.05%
$292 - $301
11.1K $572K
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
5
+ 0.05%
$243 - $251
10.3K $533K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
3
+ 0.27%
$146 - $151
1.12K $57.5K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2
+ 0.23%
$97.3 - $100
875 $45.1K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
2
+ 0.3%
$97.3 - $100
661 $34.1K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1
+ 0.03%
$48.6 - $50.2
3.69K $190K
Feb 03, 2023 Q4 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 0.53%
$48.6 - $50.2
188 $9.69K
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
1
+ 0.07%
$48.6 - $50.2
1.46K $75.1K
Feb 06, 2023 Q4 2022
Time Scale Financial, Inc.

BUY
 -
1
+ 0.02%
$48.6 - $50.2
4.71K $243K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1
+ 0.05%
$48.6 - $50.2
1.9K $97.7K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
SELL
 -
-2
- 50.0%
$97.3 - $100
2 $103
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-4
- 0.22%
$195 - $201
1.81K $93K
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-13
- 61.9%
$632 - $652
8 $412
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-16
- 30.77%
$778 - $803
36 $1.86K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

SELL
 -
-31
- 0.22%
$1.51K - $1.56K
14.1K $727K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-33
- 0.59%
$1.6K - $1.66K
5.57K $287K
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-33
- 6.41%
$1.6K - $1.66K
482 $24.8K
Jan 26, 2023 Q4 2022
Lineweaver Wealth Advisors, LLC

SELL
 -
-44
- 0.54%
$2.14K - $2.21K
8.15K $420K
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-48
- 8.44%
$2.33K - $2.41K
521 $26.9K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

SELL
 -
-51
- 0.13%
$2.48K - $2.56K
39.4K $2.03M
Jan 25, 2023 Q4 2022
Corepath Wealth Partners LLC

Scottsdale, AZ
SELL
 -
-55
- 0.67%
$2.67K - $2.76K
8.11K $418K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

SELL
 -
-59
- 1.17%
$2.87K - $2.96K
4.98K $257K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-60
- 5.7%
$2.92K - $3.01K
992 $51.1K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-63
- 0.71%
$3.06K - $3.16K
8.81K $454K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-66
- 0.27%
$3.21K - $3.31K
24.5K $1.26M
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

SELL
 -
-108
- 50.23%
$5.25K - $5.42K
107 $5.51K
Feb 13, 2023 Q4 2022
Lokken Investment Group LLC

SELL
 -
-108
- 1.68%
$5.25K - $5.42K
6.32K $325K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

SELL
 -
-155
- 1.66%
$7.54K - $7.78K
9.17K $473K
Jan 17, 2023 Q4 2022
Oxinas Partners Wealth Management LLC

SELL
 -
-165
- 2.02%
$8.02K - $8.28K
8K $412K

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