Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
3.37M+ 99.95% |
$174M - $182M
|
6.75M
$350M
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
BUY
|
- |
2.85M+ 110.77% |
$147M - $154M
|
5.42M
$281M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.77M+ 21.01% |
$90.9M - $95.1M
|
10.2M
$528M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.56M+ 17.9% |
$80.4M - $84.1M
|
10.3M
$534M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51M+ 2328.49% |
$77.5M - $81.1M
|
1.57M
$81.5M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48M+ 10.48% |
$76M - $79.5M
|
15.6M
$808M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
747K+ 45.09% |
$38.5M - $40.2M
|
2.4M
$125M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
687K+ 58.87% |
$35.4M - $37M
|
1.85M
$96.2M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
664K+ 2.91% |
$34.2M - $35.7M
|
23.5M
$1.22B
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
574K+ 819.29% |
$29.6M - $30.9M
|
645K
$33.4M
|
|
May 03, 2022
Q1 2022
|
Matson Money. Inc.
|
BUY
|
- |
511K+ 3.97% |
$26.3M - $27.5M
|
13.4M
$694M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
485K+ 1737.15% |
$25M - $26.1M
|
513K
$26.6M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
479K+ 120.28% |
$24.7M - $25.8M
|
877K
$45.5M
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
432KNew |
$22.2M - $23.3M
|
432K
$22.4M
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
393K+ 196.25% |
$20.2M - $21.2M
|
593K
$30.8M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
379KNew |
$19.5M - $20.4M
|
379K
$19.7M
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
327KNew |
$16.8M - $17.6M
|
327K
$17M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
288K+ 160.25% |
$14.8M - $15.5M
|
467K
$24.3M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
279K+ 195.82% |
$14.4M - $15.1M
|
422K
$21.9M
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
274KNew |
$14.1M - $14.8M
|
274K
$14.2M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
267KNew |
$13.8M - $14.4M
|
267K
$13.9M
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
264K+ 107.25% |
$13.6M - $14.2M
|
510K
$26.4M
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
233KNew |
$12M - $12.6M
|
233K
$12.1M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
227KNew |
$11.7M - $12.2M
|
227K
$11.8M
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
226K+ 144.91% |
$11.6M - $12.2M
|
381K
$19.8M
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
212K+ 2.67% |
$10.9M - $11.4M
|
8.14M
$422M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
211K+ 85.51% |
$10.9M - $11.4M
|
458K
$23.8M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
211KNew |
$10.8M - $11.3M
|
211K
$10.9M
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
200KNew |
$10.3M - $10.8M
|
200K
$10.4M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
190K+ 15.12% |
$9.81M - $10.3M
|
1.45M
$75.3M
|
|
May 11, 2022
Q1 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
185K+ 38.1% |
$9.53M - $9.96M
|
671K
$34.8M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
168K+ 10.75% |
$8.65M - $9.05M
|
1.73M
$89.8M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
167K+ 19.56% |
$8.62M - $9.02M
|
1.02M
$53.1M
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
166K+ 20.63% |
$8.53M - $8.92M
|
968K
$50.3M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
144K+ 27.8% |
$7.39M - $7.73M
|
660K
$34.2M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
142KNew |
$7.32M - $7.66M
|
142K
$7.38M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
138K+ 134.77% |
$7.12M - $7.45M
|
241K
$12.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134K+ 4.89% |
$6.92M - $7.24M
|
2.88M
$149M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
133K+ 26.02% |
$6.83M - $7.14M
|
642K
$33.3M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126K+ 19.85% |
$6.46M - $6.76M
|
758K
$39.3M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
125K+ 1438.72% |
$6.42M - $6.71M
|
133K
$6.92M
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
124K+ 29.92% |
$6.41M - $6.7M
|
540K
$28M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
112KNew |
$5.76M - $6.02M
|
112K
$5.8M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
105KNew |
$5.41M - $5.65M
|
105K
$5.45M
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
101K+ 11.27% |
$5.19M - $5.43M
|
996K
$51.7M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
95.4K+ 56.8% |
$4.91M - $5.14M
|
263K
$13.7M
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
94.2K+ 11.73% |
$4.85M - $5.07M
|
897K
$46.6M
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
92.9K+ 1392.41% |
$4.78M - $5M
|
99.5K
$5.17M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89.9KNew |
$4.63M - $4.84M
|
89.9K
$4.67M
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
84.3K+ 241.27% |
$4.34M - $4.54M
|
119K
$6.19M
|