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 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-961- 8.2% |
$47.2K - $49.3K
|
10.8K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-980- 0.47% |
$48.1K - $50.2K
|
209K
$10.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 15.38% |
$50K - $52.2K
|
5.6K
$291K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 0.38% |
$51.4K - $53.7K
|
277K
$14.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.05K- 11.93% |
$51.6K - $53.9K
|
7.76K
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.06K- 7.3% |
$51.9K - $54.2K
|
13.4K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.08K- 19.14% |
$53.2K - $55.6K
|
4.58K
$238K
|
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.1K- 3.63% |
$54K - $56.4K
|
29.2K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.16K- 6.09% |
$56.7K - $59.3K
|
17.8K
$927K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.16K- 43.79% |
$56.9K - $59.4K
|
1.49K
$77.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.17K- 0.56% |
$57.2K - $59.7K
|
206K
$10.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.17K- 4.97% |
$57.6K - $60.2K
|
22.4K
$1.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.18K- 1.08% |
$57.8K - $60.4K
|
108K
$5.64M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.21K- 13.92% |
$59.3K - $61.9K
|
7.47K
$389K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.21K- 13.92% |
$59.3K - $61.9K
|
7.47K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 4.38% |
$61.3K - $64K
|
27.3K
$1.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.26K- 11.78% |
$61.8K - $64.5K
|
9.43K
$491K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.28K- 16.7% |
$62.6K - $65.4K
|
6.36K
$331K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.3K- 1.17% |
$63.6K - $66.4K
|
109K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.33K- 1.47% |
$65K - $67.9K
|
88.8K
$4.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 11.48% |
$65.8K - $68.7K
|
10.3K
$537K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.36K- 18.12% |
$66.8K - $69.8K
|
6.15K
$320K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 3.18% |
$69.2K - $72.3K
|
42.9K
$2.23M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.44K- 0.61% |
$70.8K - $73.9K
|
234K
$12.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.48K- 0.54% |
$72.8K - $76K
|
272K
$14.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.49K- 21.72% |
$73K - $76.3K
|
5.36K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.59K- 23.96% |
$77.9K - $81.4K
|
5.04K
$262K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.64K- 0.51% |
$80.3K - $83.9K
|
322K
$16.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-1.65K- 24.67% |
$81.2K - $84.8K
|
5.05K
$263K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 10.1% |
$81.8K - $85.5K
|
14.8K
$772K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.68K- 7.34% |
$82.3K - $86K
|
21.2K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.68K- 3.48% |
$82.4K - $86K
|
46.6K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.71K- 27.36% |
$83.9K - $87.6K
|
4.54K
$236K
|
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-1.74K- 14.92% |
$85.4K - $89.3K
|
9.93K
$517K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.75K- 18.9% |
$85.8K - $89.6K
|
7.5K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.78K- 7.3% |
$87.4K - $91.3K
|
22.6K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.78K- 3.62% |
$87.6K - $91.5K
|
47.5K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.8K- 14.59% |
$88.2K - $92.1K
|
10.5K
$547K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.8K- 27.34% |
$88.4K - $92.4K
|
4.79K
$249K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.85K- 27.49% |
$90.9K - $95K
|
4.89K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.86K- 21.79% |
$91.2K - $95.3K
|
6.67K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.96K- 16.37% |
$96K - $100K
|
9.99K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.96K- 21.26% |
$96.2K - $100K
|
7.26K
$378K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.96K- 6.1% |
$96.2K - $100K
|
30.1K
$1.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.98K- 24.38% |
$96.9K - $101K
|
6.13K
$319K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.02K- 0.34% |
$99.3K - $104K
|
590K
$30.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.04K- 1.69% |
$99.9K - $104K
|
119K
$6.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.05K- 5.61% |
$101K - $105K
|
34.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.09K- 27.73% |
$102K - $107K
|
5.44K
$283K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.17K- 29.39% |
$107K - $111K
|
5.22K
$271K
|