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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-42.8K- 25.35% |
$2.08M - $2.15M
|
126K
$6.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-43K- 3.07% |
$2.09M - $2.16M
|
1.36M
$70M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-46.4K- 6.72% |
$2.25M - $2.33M
|
644K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-47K- 30.6% |
$2.28M - $2.36M
|
107K
$5.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-47.1K- 11.86% |
$2.29M - $2.36M
|
350K
$18M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-47.5K- 21.6% |
$2.31M - $2.38M
|
172K
$8.88M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-49.7K- 24.48% |
$2.42M - $2.5M
|
153K
$7.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50.1K- 41.59% |
$2.44M - $2.51M
|
70.3K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50.7K- 81.49% |
$2.47M - $2.55M
|
11.5K
$594K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-50.9K- 9.77% |
$2.48M - $2.56M
|
470K
$24.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53.1K- 47.45% |
$2.58M - $2.67M
|
58.8K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-54.1K- 2.56% |
$2.63M - $2.72M
|
2.06M
$106M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-54.8K- 79.92% |
$2.66M - $2.75M
|
13.8K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-55.4K- 38.3% |
$2.69M - $2.78M
|
89.2K
$4.6M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-59K- 5.9% |
$2.87M - $2.96M
|
941K
$48.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-59.5K- 24.83% |
$2.89M - $2.99M
|
180K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59.8K- 71.9% |
$2.91M - $3M
|
23.4K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-61.5K- 75.87% |
$2.99M - $3.09M
|
19.6K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-62K- 37.95% |
$3.02M - $3.11M
|
101K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-63.9K- 58.03% |
$3.11M - $3.21M
|
46.2K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-64.9K- 23.86% |
$3.15M - $3.26M
|
207K
$10.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-66.4K- 58.32% |
$3.23M - $3.33M
|
47.5K
$2.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-68.5K- 30.18% |
$3.33M - $3.44M
|
158K
$8.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69.3K- 83.75% |
$3.37M - $3.48M
|
13.4K
$693K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-73.1K- 19.27% |
$3.56M - $3.67M
|
306K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-73.8K- 4.69% |
$3.59M - $3.71M
|
1.5M
$77.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-75.5K- 34.34% |
$3.67M - $3.79M
|
144K
$7.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-77.6K- 28.04% |
$3.77M - $3.89M
|
199K
$10.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-79.7K- 17.19% |
$3.88M - $4M
|
384K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-83.9K- 18.06% |
$4.08M - $4.21M
|
380K
$19.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-92K- 38.63% |
$4.48M - $4.62M
|
146K
$7.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-92.2K- 14.35% |
$4.48M - $4.63M
|
550K
$28.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-95.5K- 10.08% |
$4.64M - $4.79M
|
851K
$43.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-101K- 94.14% |
$4.91M - $5.07M
|
6.29K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-102K- 18.48% |
$4.98M - $5.14M
|
452K
$23.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-103K- 80.25% |
$4.99M - $5.15M
|
25.2K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-106K- 29.37% |
$5.14M - $5.3M
|
254K
$13.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-108K- 10.73% |
$5.26M - $5.43M
|
900K
$46.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-110K- 47.83% |
$5.36M - $5.53M
|
120K
$6.19M
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-113K- 10.15% |
$5.5M - $5.67M
|
1M
$51.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-121K- 52.75% |
$5.89M - $6.08M
|
108K
$5.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-129K- 16.73% |
$6.3M - $6.5M
|
644K
$33.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-147K- 58.79% |
$7.14M - $7.37M
|
103K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-157K- 14.05% |
$7.63M - $7.88M
|
960K
$49.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-166K- 9.03% |
$8.05M - $8.31M
|
1.67M
$86M
|
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
SELL
|
- |
-190K- 1.44% |
$9.23M - $9.52M
|
13M
$671M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-192K- 15.24% |
$9.33M - $9.63M
|
1.07M
$55M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-211K- 11.75% |
$10.2M - $10.6M
|
1.58M
$81.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-214K- 63.88% |
$10.4M - $10.8M
|
121K
$6.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-227K- 48.24% |
$11M - $11.4M
|
243K
$12.5M
|