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 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.54K- 9.55% |
$468K - $489K
|
90.4K
$4.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.61K- 5.18% |
$471K - $492K
|
176K
$9.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9.74K- 82.41% |
$478K - $500K
|
2.08K
$108K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9.83K- 22.43% |
$482K - $504K
|
34K
$1.77M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-9.88K- 2.6% |
$485K - $507K
|
370K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.3K- 24.0% |
$507K - $530K
|
32.7K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-10.3K- 10.06% |
$507K - $530K
|
92.5K
$4.81M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 47.92% |
$510K - $533K
|
11.3K
$588K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.5K- 7.01% |
$517K - $540K
|
140K
$7.27M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-10.6K- 24.06% |
$521K - $545K
|
33.5K
$1.74M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-10.6K- 3.52% |
$522K - $546K
|
291K
$15.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-10.8K- 6.56% |
$529K - $553K
|
153K
$7.98M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-10.8K- 23.22% |
$532K - $556K
|
35.8K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-11K- 7.85% |
$538K - $562K
|
129K
$6.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-11.4K- 9.56% |
$559K - $584K
|
108K
$5.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-11.5K- 3.29% |
$566K - $591K
|
339K
$17.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-11.6K- 11.96% |
$567K - $592K
|
85.1K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-12K- 9.04% |
$587K - $614K
|
120K
$6.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-12.2K- 42.08% |
$597K - $623K
|
16.7K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12.6K- 57.85% |
$618K - $645K
|
9.17K
$477K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.7K- 3.78% |
$624K - $652K
|
324K
$16.8M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-12.8K- 64.37% |
$626K - $654K
|
7.06K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.8K- 3.86% |
$628K - $656K
|
319K
$16.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-13.1K- 13.66% |
$643K - $672K
|
82.8K
$4.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 4.8% |
$653K - $682K
|
264K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.7K- 7.61% |
$675K - $705K
|
167K
$8.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-14.1K- 10.68% |
$691K - $721K
|
118K
$6.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-14.3KClosed |
$703K - $734K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-14.6K- 36.02% |
$719K - $751K
|
26K
$1.35M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-14.8K- 9.91% |
$725K - $757K
|
134K
$6.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15K- 55.96% |
$736K - $769K
|
11.8K
$614K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.2K- 43.82% |
$748K - $781K
|
19.5K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15.5K- 46.07% |
$761K - $795K
|
18.2K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.6K- 0.98% |
$765K - $799K
|
1.57M
$81.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15.6K- 2.82% |
$766K - $801K
|
537K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-15.9K- 3.12% |
$780K - $814K
|
493K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16.3K- 36.24% |
$798K - $834K
|
28.6K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.3K- 9.67% |
$801K - $836K
|
152K
$7.92M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-16.4K- 7.46% |
$803K - $839K
|
203K
$10.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 47.59% |
$831K - $868K
|
18.6K
$970K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-17.3K- 7.96% |
$851K - $889K
|
200K
$10.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-17.6K- 1.65% |
$865K - $903K
|
1.05M
$54.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-18.2K- 66.57% |
$895K - $935K
|
9.16K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-18.7K- 11.85% |
$917K - $958K
|
139K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.4K- 7.77% |
$953K - $996K
|
231K
$12M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-19.5K- 18.24% |
$958K - $1M
|
87.5K
$4.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-19.6K- 12.33% |
$964K - $1.01M
|
140K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-20K- 50.0% |
$982K - $1.03M
|
20K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 13.51% |
$1M - $1.05M
|
131K
$6.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-20.6K- 7.83% |
$1.01M - $1.06M
|
243K
$12.6M
|