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 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.26K- 47.52% |
$219K - $229K
|
4.7K
$244K
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.29K- 31.13% |
$221K - $231K
|
9.5K
$493K
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-4.33K- 46.39% |
$223K - $233K
|
5K
$260K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.33K- 8.23% |
$223K - $233K
|
48.3K
$2.51M
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.33K- 3.54% |
$223K - $233K
|
118K
$6.12M
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.34K- 48.19% |
$224K - $234K
|
4.67K
$242K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.35K- 4.52% |
$224K - $234K
|
91.7K
$4.76M
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.38KClosed |
$225K - $236K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.4KClosed |
$226K - $237K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.4K- 0.73% |
$227K - $237K
|
600K
$31.1M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.43KClosed |
$228K - $238K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-4.5K- 42.9% |
$232K - $242K
|
5.99K
$311K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.6K- 19.17% |
$237K - $248K
|
19.4K
$1.01M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.62K- 3.14% |
$238K - $249K
|
143K
$7.4M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.65K- 9.19% |
$239K - $250K
|
45.9K
$2.38M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-4.66KClosed |
$240K - $251K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.75K- 1.49% |
$245K - $256K
|
315K
$16.3M
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.79KClosed |
$246K - $258K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.79K- 16.72% |
$246K - $258K
|
23.8K
$1.24M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.83KClosed |
$249K - $260K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.84KClosed |
$249K - $261K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.95KClosed |
$255K - $267K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.95K- 32.18% |
$255K - $267K
|
10.4K
$541K
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-4.96K- 3.08% |
$255K - $267K
|
156K
$8.1M
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-5K- 55.66% |
$258K - $270K
|
3.99K
$207K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.03K- 54.25% |
$259K - $271K
|
4.24K
$220K
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-5.08K- 25.02% |
$261K - $274K
|
15.2K
$790K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.24K- 19.88% |
$270K - $282K
|
21.1K
$1.1M
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.31KClosed |
$273K - $286K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-5.44K- 24.33% |
$280K - $293K
|
16.9K
$877K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.47K- 2.63% |
$281K - $294K
|
202K
$10.5M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.48K- 16.55% |
$282K - $295K
|
27.7K
$1.44M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.52K- 7.55% |
$284K - $298K
|
67.6K
$3.51M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5.61K- 75.79% |
$289K - $302K
|
1.79K
$93K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.67K- 32.61% |
$292K - $305K
|
11.7K
$608K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.69KClosed |
$293K - $306K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.79K- 0.68% |
$298K - $312K
|
852K
$44.2M
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.82K- 7.61% |
$300K - $314K
|
70.7K
$3.67M
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.91KClosed |
$304K - $318K
|
0
$0
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-5.96K- 60.1% |
$307K - $321K
|
3.95K
$205K
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-6.09K- 0.37% |
$313K - $328K
|
1.62M
$84.2M
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.2K- 18.05% |
$319K - $334K
|
28.2K
$1.46M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-6.25K- 16.15% |
$322K - $337K
|
32.5K
$1.68M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.3K- 29.54% |
$325K - $340K
|
15K
$780K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.37K- 22.21% |
$328K - $343K
|
22.3K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.41K- 27.18% |
$330K - $345K
|
17.2K
$891K
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.42KClosed |
$330K - $346K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-6.44K- 1.05% |
$332K - $347K
|
604K
$31.4M
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-6.46KClosed |
$333K - $348K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.51K- 32.7% |
$335K - $350K
|
13.4K
$695K
|