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 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
578+ 1.6% |
$28.1K - $29K
|
36.7K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
552+ 2.37% |
$26.8K - $27.7K
|
23.8K
$1.23M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
550New |
$26.7K - $27.6K
|
550
$28.3K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
502New |
$24.4K - $25.2K
|
502
$25.9K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 32.68% |
$24.3K - $25.1K
|
2.03K
$105K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
494+ 10.58% |
$24K - $24.8K
|
5.16K
$266K
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
484New |
$23.5K - $24.3K
|
484
$24.9K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
483New |
$23.5K - $24.2K
|
483
$24.9K
|
|
Feb 14, 2023
Q4 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
459+ 1.04% |
$22.3K - $23K
|
44.5K
$2.29M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
429New |
$20.9K - $21.5K
|
429
$22.1K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
415+ 3.56% |
$20.2K - $20.8K
|
12.1K
$623K
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
402+ 0.59% |
$19.5K - $20.2K
|
69.1K
$3.56M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
400New |
$19.5K - $20.1K
|
400
$20.6K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
400+ 39.22% |
$19.5K - $20.1K
|
1.42K
$73.2K
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
378+ 6.15% |
$18.4K - $19K
|
6.53K
$336K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
365New |
$17.7K - $18.3K
|
365
$18.8K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
348New |
$16.9K - $17.5K
|
348
$17.9K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
342+ 131.03% |
$16.6K - $17.2K
|
603
$31.1K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
311New |
$15.1K - $15.6K
|
311
$16K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$14.6K - $15.1K
|
300
$15.5K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
279+ 3.08% |
$13.6K - $14K
|
9.34K
$482K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
273+ 7.15% |
$13.3K - $13.7K
|
4.09K
$211K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
263+ 0.11% |
$12.8K - $13.2K
|
231K
$11.9M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
253New |
$12.3K - $12.7K
|
253
$13K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
250New |
$12.2K - $12.5K
|
250
$12.9K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
247New |
$12K - $12.4K
|
247
$12.7K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
238New |
$11.6K - $11.9K
|
238
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
232New |
$11.3K - $11.6K
|
232
$12K
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
230+ 2.97% |
$11.2K - $11.5K
|
7.97K
$411K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
229+ 2.07% |
$11.1K - $11.5K
|
11.3K
$583K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
226+ 470.83% |
$11K - $11.3K
|
274
$14.1K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
224+ 0.98% |
$10.9K - $11.2K
|
23.2K
$1.2M
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
215New |
$10.5K - $10.8K
|
215
$11.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
207New |
$10.1K - $10.4K
|
207
$10.7K
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
206+ 3.18% |
$10K - $10.3K
|
6.68K
$344K
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
205+ 2.07% |
$9.97K - $10.3K
|
10.1K
$521K
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
197+ 1.51% |
$9.58K - $9.89K
|
13.3K
$683K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
176+ 1.08% |
$8.56K - $8.83K
|
16.4K
$847K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
175+ 0.99% |
$8.51K - $8.78K
|
17.8K
$918K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 132.56% |
$8.32K - $8.58K
|
300
$15.5K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
159New |
$7.73K - $7.98K
|
159
$8.19K
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
157+ 3.15% |
$7.63K - $7.88K
|
5.14K
$265K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
152New |
$7.39K - $7.63K
|
152
$7.83K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
148+ 2.88% |
$7.2K - $7.43K
|
5.28K
$272K
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
125+ 0.12% |
$6.08K - $6.27K
|
102K
$5.26M
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
111+ 18.35% |
$5.4K - $5.57K
|
716
$36.9K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100New |
$4.86K - $5.02K
|
100
$5.15K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
100+ 31.45% |
$4.86K - $5.02K
|
418
$21.5K
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
90+ 0.19% |
$4.38K - $4.52K
|
46.7K
$2.41M
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
90+ 0.07% |
$4.38K - $4.52K
|
135K
$6.98M
|