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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.02K+ 1.37% |
$341K - $352K
|
520K
$26.8M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$334K - $344K
|
6.86K
$354K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.74K+ 110.04% |
$328K - $338K
|
12.9K
$663K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.73K+ 7.97% |
$327K - $338K
|
91.1K
$4.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.68K+ 2.24% |
$325K - $335K
|
305K
$15.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$321K - $331K
|
6.6K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.44KNew |
$313K - $323K
|
6.44K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.38K+ 10.06% |
$310K - $320K
|
69.8K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.22K+ 127.45% |
$303K - $312K
|
11.1K
$572K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.2KNew |
$302K - $311K
|
6.2K
$320K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.1KNew |
$296K - $306K
|
6.1K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6.08K+ 9.78% |
$295K - $305K
|
68.2K
$3.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.04K+ 75.25% |
$294K - $303K
|
14.1K
$724K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.87KNew |
$285K - $294K
|
5.87K
$302K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.84K+ 1014.58% |
$284K - $293K
|
6.42K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.67KNew |
$276K - $285K
|
5.67K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.52K+ 0.93% |
$268K - $277K
|
596K
$30.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5.51K+ 19.93% |
$268K - $276K
|
33.2K
$1.71M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.48KNew |
$266K - $275K
|
5.48K
$282K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
5.44K+ 16.22% |
$264K - $273K
|
39K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.37K+ 125.5% |
$261K - $270K
|
9.66K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.36KNew |
$261K - $269K
|
5.36K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.33K+ 47.14% |
$259K - $267K
|
16.6K
$857K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.31K+ 19.44% |
$258K - $266K
|
32.6K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.29KNew |
$257K - $266K
|
5.29K
$273K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.21KNew |
$253K - $261K
|
5.21K
$268K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.2K+ 29.5% |
$253K - $261K
|
22.8K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$252K - $260K
|
5.19K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.13KNew |
$250K - $258K
|
5.13K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.13KNew |
$249K - $257K
|
5.13K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.12KNew |
$249K - $257K
|
5.12K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.1KNew |
$248K - $256K
|
5.1K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.01K+ 23.35% |
$243K - $251K
|
26.4K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
5K+ 500.0% |
$243K - $251K
|
6K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
5KNew |
$243K - $251K
|
5K
$258K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
5K+ 9801.96% |
$243K - $251K
|
5.05K
$260K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.93KNew |
$240K - $247K
|
4.93K
$254K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.93K+ 86.91% |
$240K - $247K
|
10.6K
$546K
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.9KNew |
$238K - $246K
|
4.9K
$253K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88K+ 21.17% |
$237K - $245K
|
27.9K
$1.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.86KNew |
$236K - $244K
|
4.86K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.84KNew |
$235K - $243K
|
4.84K
$249K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.77K+ 4.07% |
$232K - $239K
|
122K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.67KNew |
$227K - $234K
|
4.67K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.62K+ 67.46% |
$225K - $232K
|
11.5K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.45K+ 57.43% |
$217K - $224K
|
12.2K
$629K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.4KNew |
$214K - $221K
|
4.4K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.38KNew |
$213K - $220K
|
4.38K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.38K+ 18.92% |
$213K - $220K
|
27.5K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.37K+ 83.76% |
$213K - $219K
|
9.59K
$494K
|