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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.12K- 37.38% |
$57.8K - $60.4K
|
1.88K
$97.6K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.16K- 11.49% |
$59.7K - $62.5K
|
8.93K
$464K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.17K- 95.88% |
$60K - $62.7K
|
50
$2.59K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 7.1% |
$60K - $62.7K
|
15.2K
$791K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 9.64% |
$61K - $63.8K
|
11.1K
$577K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 3.47% |
$61.8K - $64.6K
|
33.4K
$1.73M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.23K- 1.6% |
$63.3K - $66.2K
|
75.8K
$3.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.23K- 4.95% |
$63.3K - $66.2K
|
23.6K
$1.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.29K- 2.2% |
$66.5K - $69.5K
|
57.3K
$2.97M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.29K- 1.04% |
$66.5K - $69.5K
|
122K
$6.35M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 60.64% |
$67.5K - $70.6K
|
851
$44.2K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.33K- 17.74% |
$68.2K - $71.4K
|
6.15K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.33K- 10.96% |
$68.4K - $71.5K
|
10.8K
$560K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.33K- 33.9% |
$68.6K - $71.8K
|
2.6K
$135K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.34K- 20.59% |
$69K - $72.2K
|
5.17K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.35K- 3.33% |
$69.6K - $72.8K
|
39.3K
$2.04M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.46K- 2.05% |
$75.2K - $78.6K
|
69.8K
$3.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-1.47K- 51.78% |
$75.5K - $79K
|
1.37K
$70.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.51K- 4.31% |
$78K - $81.5K
|
33.6K
$1.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.53K- 4.45% |
$78.6K - $82.2K
|
32.8K
$1.7M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.53K- 9.49% |
$79K - $82.6K
|
14.6K
$759K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.54K- 13.43% |
$79.3K - $82.9K
|
9.93K
$515K
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.55K- 6.26% |
$79.6K - $83.2K
|
23.1K
$1.2M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.57K- 17.55% |
$80.6K - $84.3K
|
7.36K
$382K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.58K- 62.17% |
$81.3K - $85K
|
961
$49.9K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.6K- 3.47% |
$82.4K - $86.2K
|
44.5K
$2.31M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 5.12% |
$82.7K - $86.5K
|
29.8K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.61K- 5.35% |
$83.1K - $86.9K
|
28.5K
$1.48M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.65K- 7.4% |
$85.1K - $89K
|
20.7K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.68K- 28.02% |
$86.3K - $90.3K
|
4.31K
$223K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.69K- 26.77% |
$87.2K - $91.2K
|
4.63K
$240K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.7K- 10.35% |
$87.3K - $91.3K
|
14.7K
$762K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.7KClosed |
$87.5K - $91.6K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.78K- 6.16% |
$91.4K - $95.7K
|
27.1K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.84K- 17.91% |
$94.8K - $99.2K
|
8.44K
$438K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 30.75% |
$95.4K - $99.8K
|
4.17K
$217K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.86KClosed |
$95.8K - $100K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.87K- 8.19% |
$96.1K - $101K
|
20.9K
$1.09M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.87K- 80.09% |
$96.3K - $101K
|
465
$24.1K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.88K- 30.76% |
$96.9K - $101K
|
4.23K
$220K
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.9K- 12.72% |
$97.8K - $102K
|
13K
$677K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.95K- 3.22% |
$100K - $105K
|
58.5K
$3.04M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.95K- 4.06% |
$101K - $105K
|
46.2K
$2.4M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.97K- 32.81% |
$101K - $106K
|
4.03K
$209K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2K- 19.85% |
$103K - $108K
|
8.07K
$419K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-2K- 37.37% |
$103K - $108K
|
3.35K
$174K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2K- 16.43% |
$103K - $108K
|
10.2K
$528K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 1.33% |
$106K - $111K
|
153K
$7.92M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.1KClosed |
$108K - $113K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.12K- 26.42% |
$109K - $114K
|
5.9K
$306K
|