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 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-316- 4.37% |
$15.5K - $16.2K
|
6.91K
$360K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 6.37% |
$16.3K - $17.1K
|
4.9K
$255K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-335- 2.49% |
$16.4K - $17.2K
|
13.1K
$681K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-350- 1.86% |
$17.2K - $17.9K
|
18.5K
$962K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-370- 1.15% |
$18.2K - $19K
|
31.9K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-389- 7.31% |
$19.1K - $19.9K
|
4.93K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-435- 7.04% |
$21.3K - $22.3K
|
5.74K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-450- 2.92% |
$22.1K - $23.1K
|
15K
$779K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-459- 1.96% |
$22.5K - $23.5K
|
23K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-460- 23.91% |
$22.6K - $23.6K
|
1.46K
$76.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-468- 1.28% |
$23K - $24K
|
36K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-475- 2.0% |
$23.3K - $24.4K
|
23.3K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-475- 0.47% |
$23.3K - $24.4K
|
99.8K
$5.19M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-476- 44.03% |
$23.4K - $24.4K
|
605
$31.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-495- 9.21% |
$24.3K - $25.4K
|
4.88K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-496- 0.68% |
$24.3K - $25.4K
|
72K
$3.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-505- 9.52% |
$24.8K - $25.9K
|
4.8K
$250K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514- 24.87% |
$25.2K - $26.4K
|
1.55K
$80.8K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-529- 0.48% |
$26K - $27.1K
|
109K
$5.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-542- 4.11% |
$26.6K - $27.8K
|
12.6K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-546- 0.38% |
$26.8K - $28K
|
145K
$7.52M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-552- 3.93% |
$27.1K - $28.3K
|
13.5K
$701K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-575- 5.05% |
$28.2K - $29.5K
|
10.8K
$563K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-578- 1.58% |
$28.4K - $29.6K
|
36.1K
$1.88M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-590- 10.48% |
$29K - $30.2K
|
5.04K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-593- 0.88% |
$29.1K - $30.4K
|
67.1K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-602- 7.02% |
$29.5K - $30.9K
|
7.98K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-623- 4.1% |
$30.6K - $31.9K
|
14.6K
$759K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-630- 2.61% |
$30.9K - $32.3K
|
23.5K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-676- 1.52% |
$33.2K - $34.7K
|
43.7K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-689- 44.11% |
$33.8K - $35.3K
|
873
$45.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-694- 7.65% |
$34.1K - $35.6K
|
8.38K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-704- 8.34% |
$34.6K - $36.1K
|
7.74K
$402K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-705- 0.17% |
$34.6K - $36.1K
|
421K
$21.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-727- 8.18% |
$35.7K - $37.3K
|
8.16K
$425K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-730- 24.86% |
$35.8K - $37.4K
|
2.21K
$115K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-753Closed |
$37K - $38.6K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-762- 6.96% |
$37.4K - $39.1K
|
10.2K
$530K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-767- 2.29% |
$37.6K - $39.3K
|
32.7K
$1.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-778- 0.75% |
$38.2K - $39.9K
|
103K
$5.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-787- 8.35% |
$38.6K - $40.3K
|
8.64K
$450K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-869- 7.7% |
$42.7K - $44.6K
|
10.4K
$542K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-880- 3.06% |
$43.2K - $45.1K
|
27.9K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-885- 74.68% |
$43.4K - $45.4K
|
300
$15.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-890- 6.27% |
$43.7K - $45.6K
|
13.3K
$692K
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-900- 3.19% |
$44.2K - $46.1K
|
27.3K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-900- 2.79% |
$44.2K - $46.1K
|
31.4K
$1.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-900- 4.77% |
$44.2K - $46.1K
|
18K
$934K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-926- 11.95% |
$45.4K - $47.5K
|
6.82K
$355K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-959- 2.12% |
$47.1K - $49.2K
|
44.2K
$2.3M
|