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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 19.71% |
$57.2K - $59.7K
|
7.08K
$368K
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.16K+ 1.31% |
$56.7K - $59.3K
|
89.4K
$4.65M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.15K+ 13.65% |
$56.4K - $59K
|
9.58K
$498K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06K+ 10.8% |
$52.2K - $54.5K
|
10.9K
$567K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.06KNew |
$51.8K - $54.1K
|
1.06K
$54.9K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 5436.84% |
$50.7K - $53K
|
1.05K
$54.7K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$49.1K - $51.3K
|
1K
$52K
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 14.29% |
$49.1K - $51.3K
|
8K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
969+ 17.77% |
$47.6K - $49.7K
|
6.42K
$334K
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
948+ 7.35% |
$46.5K - $48.6K
|
13.8K
$720K
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
939+ 23.78% |
$46.1K - $48.1K
|
4.89K
$254K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
913New |
$44.8K - $46.8K
|
913
$47.5K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
908+ 6.87% |
$44.6K - $46.6K
|
14.1K
$735K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
905+ 19.0% |
$44.4K - $46.4K
|
5.67K
$295K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
885+ 1.79% |
$43.4K - $45.4K
|
50.4K
$2.62M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
851New |
$41.8K - $43.6K
|
851
$44.3K
|
|
Nov 09, 2022
Q3 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
850+ 1.31% |
$41.7K - $43.6K
|
65.8K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
834+ 13.08% |
$40.9K - $42.8K
|
7.21K
$375K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
825+ 1031.25% |
$40.5K - $42.3K
|
905
$47.1K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
802+ 14.6% |
$39.4K - $41.1K
|
6.3K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
759+ 2.32% |
$37.3K - $38.9K
|
33.5K
$1.74M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
740+ 1.8% |
$36.3K - $37.9K
|
41.8K
$2.18M
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.4K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
739New |
$36.3K - $37.9K
|
739
$38.4K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
727+ 18.08% |
$35.7K - $37.3K
|
4.75K
$247K
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
675+ 1.61% |
$33.1K - $34.6K
|
42.7K
$2.22M
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
607New |
$29.8K - $31.1K
|
607
$31.6K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
603+ 5.59% |
$29.6K - $30.9K
|
11.4K
$593K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
602+ 5.7% |
$29.5K - $30.9K
|
11.2K
$580K
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
573+ 5.9% |
$28.1K - $29.4K
|
10.3K
$535K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
510+ 37.36% |
$25K - $26.1K
|
1.88K
$97.5K
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
499+ 0.72% |
$24.5K - $25.6K
|
69.5K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
428+ 10.49% |
$21K - $21.9K
|
4.51K
$235K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
412+ 96.94% |
$20.2K - $21.1K
|
837
$43.5K
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
395+ 9.14% |
$19.4K - $20.3K
|
4.72K
$245K
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
394+ 0.15% |
$19.3K - $20.2K
|
260K
$13.5M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
388+ 0.98% |
$19K - $19.9K
|
39.9K
$2.08M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
385+ 5.19% |
$18.9K - $19.7K
|
7.8K
$406K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
370New |
$18.2K - $19K
|
370
$19.2K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
356+ 0.23% |
$17.5K - $18.3K
|
156K
$8.12M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
350+ 6.51% |
$17.2K - $17.9K
|
5.73K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
347+ 1.87% |
$17K - $17.8K
|
18.9K
$981K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
341+ 4.61% |
$16.7K - $17.5K
|
7.74K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
331+ 5.39% |
$16.2K - $17K
|
6.48K
$337K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
319+ 1.55% |
$15.7K - $16.4K
|
20.8K
$1.08M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
317+ 0.86% |
$15.6K - $16.3K
|
37.2K
$1.93M
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
304+ 1.11% |
$14.9K - $15.6K
|
27.6K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
295+ 3.07% |
$14.5K - $15.1K
|
9.9K
$515K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
284+ 2.99% |
$13.9K - $14.6K
|
9.78K
$509K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
282+ 223.81% |
$13.8K - $14.5K
|
408
$21.2K
|