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 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-11.2K- 7.16% |
$575K - $602K
|
145K
$7.52M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-11.2K- 5.01% |
$576K - $603K
|
212K
$11M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.8K- 38.87% |
$607K - $634K
|
18.5K
$961K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.9KClosed |
$614K - $643K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12K- 14.95% |
$617K - $645K
|
68.2K
$3.54M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-12K- 63.02% |
$619K - $648K
|
7.06K
$366K
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-12.2K- 5.1% |
$627K - $655K
|
226K
$11.7M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 24.27% |
$640K - $669K
|
38.8K
$2.01M
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 10.89% |
$653K - $683K
|
104K
$5.39M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-12.8K- 60.81% |
$659K - $690K
|
8.26K
$428K
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12.9KClosed |
$664K - $695K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-13K- 73.07% |
$670K - $701K
|
4.8K
$249K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.2KClosed |
$678K - $709K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 20.53% |
$678K - $710K
|
51K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13.2K- 12.5% |
$679K - $710K
|
92.3K
$4.79M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.2K- 7.75% |
$681K - $712K
|
157K
$8.17M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-13.3K- 8.06% |
$687K - $719K
|
152K
$7.9M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.9K- 20.05% |
$715K - $748K
|
55.4K
$2.87M
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
SELL
|
- |
-14.3KClosed |
$734K - $768K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.4K- 32.39% |
$743K - $777K
|
30.1K
$1.56M
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-14.5K- 31.42% |
$746K - $781K
|
31.6K
$1.64M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 58.46% |
$791K - $828K
|
10.9K
$567K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.6K- 22.17% |
$805K - $842K
|
54.9K
$2.85M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-16.1K- 14.44% |
$828K - $866K
|
95.3K
$4.94M
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.2K- 88.09% |
$834K - $873K
|
2.19K
$114K
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-16.4K- 15.34% |
$846K - $885K
|
90.7K
$4.71M
|
|
May 12, 2022
Q1 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-16.6KClosed |
$853K - $893K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.7K- 54.69% |
$859K - $898K
|
13.8K
$717K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-17K- 36.06% |
$876K - $916K
|
30.2K
$1.56M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.4K- 65.36% |
$896K - $937K
|
9.22K
$479K
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-17.7KClosed |
$912K - $954K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-19.3K- 10.52% |
$994K - $1.04M
|
164K
$8.52M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-19.4KClosed |
$1M - $1.05M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-19.5K- 33.5% |
$1M - $1.05M
|
38.6K
$2M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-19.6K- 66.04% |
$1.01M - $1.05M
|
10.1K
$522K
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19.8KClosed |
$1.02M - $1.07M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-19.9K- 40.35% |
$1.02M - $1.07M
|
29.3K
$1.52M
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
SELL
|
- |
-21.2K- 10.71% |
$1.09M - $1.14M
|
177K
$9.16M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 14.54% |
$1.12M - $1.17M
|
127K
$6.61M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-21.7KClosed |
$1.12M - $1.17M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-22.2KClosed |
$1.14M - $1.2M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-22.2K- 9.89% |
$1.14M - $1.2M
|
202K
$10.5M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-22.9K- 42.29% |
$1.18M - $1.23M
|
31.2K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-23K- 11.98% |
$1.18M - $1.24M
|
169K
$8.77M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.6KClosed |
$1.27M - $1.33M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-24.7K- 8.54% |
$1.27M - $1.33M
|
265K
$13.7M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25.7K- 71.39% |
$1.33M - $1.39M
|
10.3K
$535K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.8K- 55.82% |
$1.38M - $1.44M
|
21.2K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-27.2K- 44.8% |
$1.4M - $1.46M
|
33.5K
$1.74M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-27.5K- 6.07% |
$1.42M - $1.48M
|
426K
$22.1M
|