Purchases and Sales Made in Q4 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 Q4 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 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.82K- 5.14% |
$88.6K - $91.4K
|
33.6K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.84K- 2.63% |
$89.5K - $92.3K
|
68K
$3.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.86K- 5.22% |
$90.6K - $93.6K
|
33.8K
$1.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.87K- 4.69% |
$91.1K - $94.1K
|
38.1K
$1.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.88K- 18.45% |
$91.6K - $94.5K
|
8.32K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.89K- 1.16% |
$92K - $94.9K
|
161K
$8.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.9K- 1.91% |
$92.4K - $95.4K
|
97.6K
$5.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.95K- 17.46% |
$95K - $98K
|
9.24K
$476K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 18.65% |
$102K - $105K
|
9.11K
$469K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.12K- 22.13% |
$103K - $106K
|
7.44K
$384K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.25K- 20.13% |
$109K - $113K
|
8.91K
$459K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.28K- 2.69% |
$111K - $114K
|
82.4K
$4.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.28K- 24.06% |
$111K - $114K
|
7.18K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.33K- 18.41% |
$113K - $117K
|
10.3K
$533K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.41K- 12.31% |
$117K - $121K
|
17.1K
$883K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.5% |
$124K - $127K
|
167K
$8.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-2.55K- 19.46% |
$124K - $128K
|
10.5K
$543K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.56K- 7.14% |
$124K - $128K
|
33.3K
$1.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.59K- 21.83% |
$126K - $130K
|
9.25K
$477K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.61K- 41.08% |
$127K - $131K
|
3.75K
$193K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.64K- 4.97% |
$128K - $132K
|
50.3K
$2.59M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.78K- 39.31% |
$135K - $140K
|
4.29K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.8K- 59.89% |
$136K - $141K
|
1.88K
$96.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.81K- 13.06% |
$136K - $141K
|
18.7K
$963K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.81K- 34.31% |
$137K - $141K
|
5.39K
$278K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.96K- 9.71% |
$144K - $149K
|
27.5K
$1.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.99K- 27.23% |
$145K - $150K
|
7.99K
$412K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.02K- 18.7% |
$147K - $152K
|
13.1K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-3.06K- 4.25% |
$149K - $153K
|
68.9K
$3.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.11K- 29.83% |
$151K - $156K
|
7.31K
$377K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.15K- 6.62% |
$153K - $158K
|
44.4K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3.16K- 2.91% |
$154K - $159K
|
106K
$5.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.24K- 2.52% |
$157K - $162K
|
125K
$6.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.24K- 2.66% |
$157K - $163K
|
119K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.26K- 54.3% |
$158K - $163K
|
2.74K
$141K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-3.3K- 12.32% |
$160K - $166K
|
23.5K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.39K- 0.52% |
$165K - $170K
|
651K
$33.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.53K- 1.24% |
$172K - $177K
|
280K
$14.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.6K- 3.81% |
$175K - $181K
|
90.8K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.66K- 7.16% |
$178K - $183K
|
47.4K
$2.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.73K- 37.58% |
$181K - $187K
|
6.2K
$319K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-3.77K- 4.02% |
$183K - $189K
|
89.9K
$4.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.9K- 13.98% |
$190K - $196K
|
24K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.92K- 10.69% |
$191K - $197K
|
32.8K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.96K- 19.37% |
$193K - $199K
|
16.5K
$850K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.98K- 48.56% |
$193K - $200K
|
4.21K
$217K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 22.54% |
$198K - $204K
|
14K
$720K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.08K- 5.22% |
$198K - $205K
|
74K
$3.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-4.08K- 28.12% |
$198K - $205K
|
10.4K
$537K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-4.1K- 43.48% |
$199K - $206K
|
5.33K
$275K
|