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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
19.4K+ 119.17% |
$951K - $993K
|
35.6K
$1.85M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
19.3K+ 149.86% |
$950K - $992K
|
32.3K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.1K+ 2.47% |
$939K - $981K
|
793K
$41.1M
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19KNew |
$934K - $976K
|
19K
$986K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
18.2K+ 27.28% |
$891K - $931K
|
84.7K
$4.39M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18K+ 17.66% |
$883K - $923K
|
120K
$6.21M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
17.6K+ 5.88% |
$863K - $902K
|
317K
$16.4M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17K+ 121.65% |
$833K - $870K
|
30.9K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.9K+ 1.72% |
$831K - $868K
|
1M
$51.8M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16.6KNew |
$812K - $849K
|
16.6K
$858K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16.2KNew |
$794K - $829K
|
16.2K
$838K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
16K+ 37.67% |
$787K - $823K
|
58.6K
$3.04M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.2K+ 7.76% |
$746K - $779K
|
211K
$10.9M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
15K+ 41.06% |
$738K - $771K
|
51.7K
$2.68M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14.7K+ 6.94% |
$723K - $755K
|
227K
$11.8M
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
14.3K+ 3.91% |
$701K - $732K
|
380K
$19.7M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.3KNew |
$700K - $732K
|
14.3K
$739K
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
14.2K+ 122.21% |
$697K - $728K
|
25.8K
$1.34M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
14K+ 95.41% |
$688K - $719K
|
28.7K
$1.49M
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
13.6K+ 8.11% |
$668K - $698K
|
182K
$9.41M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
13.5K+ 14.11% |
$661K - $690K
|
109K
$5.64M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13.1KNew |
$643K - $671K
|
13.1K
$678K
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
13K+ 14.37% |
$638K - $667K
|
103K
$5.36M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
12.9K+ 0.83% |
$632K - $660K
|
1.57M
$81.4M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
12.2KNew |
$600K - $627K
|
12.2K
$634K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 24.36% |
$597K - $623K
|
62.1K
$3.22M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12K+ 6.81% |
$590K - $616K
|
188K
$9.76M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12K+ 64.17% |
$587K - $613K
|
30.6K
$1.59M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
11.8KNew |
$580K - $606K
|
11.8K
$613K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11.2KNew |
$551K - $576K
|
11.2K
$582K
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.1K+ 3.98% |
$498K - $520K
|
265K
$13.7M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1K+ 56.77% |
$497K - $519K
|
28K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
10K+ 40.77% |
$491K - $513K
|
34.5K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.97K+ 9.16% |
$489K - $511K
|
119K
$6.15M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.93KNew |
$487K - $509K
|
9.93K
$515K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9.61K+ 9.55% |
$471K - $492K
|
110K
$5.71M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.59KNew |
$471K - $492K
|
9.59K
$497K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.09K+ 3.98% |
$446K - $466K
|
238K
$12.3M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.07KNew |
$445K - $465K
|
9.07K
$470K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9K+ 7.26% |
$442K - $461K
|
133K
$6.89M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.86K+ 12.36% |
$435K - $454K
|
80.5K
$4.17M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.85K+ 7.89% |
$434K - $454K
|
121K
$6.27M
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
8.18K+ 225.08% |
$401K - $419K
|
11.8K
$612K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
8.07K+ 4.5% |
$396K - $414K
|
187K
$9.71M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.85KNew |
$385K - $402K
|
7.85K
$407K
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
7.64K+ 88.03% |
$375K - $392K
|
16.3K
$846K
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
7.53K+ 97.14% |
$370K - $386K
|
15.3K
$792K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.4K+ 17.95% |
$363K - $380K
|
48.6K
$2.52M
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.36K+ 13.14% |
$361K - $378K
|
63.4K
$3.29M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
7.1K+ 5.93% |
$348K - $364K
|
127K
$6.57M
|