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 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
41.9K+ 3.99% |
$2.04M - $2.1M
|
1.09M
$56.3M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
41.7K+ 85.13% |
$2.03M - $2.09M
|
90.8K
$4.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.9K+ 15.74% |
$1.99M - $2.05M
|
301K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
40.3K+ 31.04% |
$1.96M - $2.02M
|
170K
$8.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
40.3K+ 46.04% |
$1.96M - $2.02M
|
128K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
40.3KNew |
$1.96M - $2.02M
|
40.3K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
39.7K+ 272.64% |
$1.93M - $1.99M
|
54.3K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
38.8KNew |
$1.89M - $1.95M
|
38.8K
$2M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
38.2KNew |
$1.86M - $1.92M
|
38.2K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36K+ 27.07% |
$1.75M - $1.81M
|
169K
$8.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
35.9K+ 20.76% |
$1.74M - $1.8M
|
209K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
35.7K+ 27.31% |
$1.74M - $1.79M
|
166K
$8.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35.4K+ 82.51% |
$1.72M - $1.78M
|
78.3K
$4.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
32.9K+ 27.52% |
$1.6M - $1.65M
|
153K
$7.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
32.4K+ 24.54% |
$1.57M - $1.62M
|
164K
$8.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.8K+ 24.32% |
$1.54M - $1.59M
|
162K
$8.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
31.5KNew |
$1.53M - $1.58M
|
31.5K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
30.4KNew |
$1.48M - $1.52M
|
30.4K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
30.3K+ 140.7% |
$1.47M - $1.52M
|
51.8K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
30.3K+ 105.43% |
$1.47M - $1.52M
|
59K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
27.6K+ 23.04% |
$1.34M - $1.39M
|
148K
$7.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
27.5K+ 8.28% |
$1.34M - $1.38M
|
360K
$18.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
27.5K+ 260.91% |
$1.34M - $1.38M
|
38K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
27.1K+ 57.51% |
$1.32M - $1.36M
|
74.2K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27K+ 43.55% |
$1.31M - $1.36M
|
89.1K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27K+ 1.72% |
$1.31M - $1.35M
|
1.6M
$82.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
26.5K+ 81.48% |
$1.29M - $1.33M
|
58.9K
$3.04M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
25.3K+ 323.08% |
$1.23M - $1.27M
|
33.2K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25K+ 79.57% |
$1.21M - $1.25M
|
56.4K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
24.5K+ 19.31% |
$1.19M - $1.23M
|
151K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
23.8K+ 185.6% |
$1.16M - $1.2M
|
36.7K
$1.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
23.7K+ 11.46% |
$1.15M - $1.19M
|
230K
$11.9M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
22.5KNew |
$1.09M - $1.13M
|
22.5K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
22.5K+ 12.74% |
$1.09M - $1.13M
|
199K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
22.3K+ 81.22% |
$1.09M - $1.12M
|
49.9K
$2.57M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
21.5K+ 4.29% |
$1.05M - $1.08M
|
523K
$26.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
20.2KNew |
$983K - $1.01M
|
20.2K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 6.25% |
$959K - $990K
|
335K
$17.3M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
19.4K+ 4731.22% |
$943K - $974K
|
19.8K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
19.2K+ 145.25% |
$933K - $963K
|
32.4K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 1.48% |
$910K - $940K
|
1.28M
$66M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
18.7KNew |
$909K - $939K
|
18.7K
$964K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
18.6K+ 9.92% |
$904K - $933K
|
206K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.6K+ 3.35% |
$904K - $933K
|
573K
$29.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
18.4KNew |
$895K - $923K
|
18.4K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
18.1K+ 4.78% |
$882K - $910K
|
398K
$20.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.8KNew |
$867K - $895K
|
17.8K
$919K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.8K+ 3.7% |
$866K - $894K
|
499K
$25.7M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6KNew |
$857K - $885K
|
17.6K
$908K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
17.3K+ 78.68% |
$843K - $870K
|
39.4K
$2.03M
|