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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-54K- 22.86% |
$2.78M - $2.91M
|
182K
$9.45M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.4K- 19.34% |
$3.11M - $3.25M
|
252K
$13.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-62.1K- 82.56% |
$3.2M - $3.35M
|
13.1K
$681K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-64.5K- 18.74% |
$3.32M - $3.48M
|
280K
$14.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-65.2K- 44.24% |
$3.36M - $3.51M
|
82.2K
$4.26M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69.9K- 75.41% |
$3.6M - $3.76M
|
22.8K
$1.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-74.3KClosed |
$3.82M - $4M
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-74.5K- 72.31% |
$3.84M - $4.01M
|
28.5K
$1.48M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-79.3K- 21.84% |
$4.08M - $4.27M
|
284K
$14.7M
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-80KClosed |
$4.12M - $4.31M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-81K- 26.57% |
$4.17M - $4.36M
|
224K
$11.6M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-82.8K- 72.62% |
$4.26M - $4.46M
|
31.2K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-87K- 34.86% |
$4.48M - $4.69M
|
163K
$8.44M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-91.2K- 62.06% |
$4.7M - $4.91M
|
55.8K
$2.89M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-92.9K- 85.86% |
$4.78M - $5M
|
15.3K
$794K
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-92.9K- 93.3% |
$4.78M - $5M
|
6.67K
$346K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-95.7K- 85.76% |
$4.93M - $5.16M
|
15.9K
$825K
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-100K- 56.56% |
$5.15M - $5.39M
|
76.8K
$3.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 83.62% |
$5.24M - $5.48M
|
19.9K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-105K- 60.31% |
$5.41M - $5.65M
|
69.1K
$3.59M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-105K- 16.97% |
$5.43M - $5.68M
|
516K
$26.7M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-106K- 6.14% |
$5.47M - $5.73M
|
1.62M
$84.3M
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-110KClosed |
$5.67M - $5.94M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-118KClosed |
$6.08M - $6.36M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-122K- 95.43% |
$6.27M - $6.56M
|
5.84K
$303K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-122K- 5.9% |
$6.3M - $6.59M
|
1.95M
$101M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-124K- 14.42% |
$6.36M - $6.66M
|
734K
$38.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-129K- 87.83% |
$6.64M - $6.95M
|
17.9K
$928K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-141K- 92.55% |
$7.28M - $7.61M
|
11.4K
$590K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-145KClosed |
$7.46M - $7.81M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-153KClosed |
$7.88M - $8.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154K- 26.05% |
$7.93M - $8.29M
|
437K
$22.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-155K- 72.27% |
$7.98M - $8.35M
|
59.5K
$3.09M
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-159K- 9.53% |
$8.19M - $8.56M
|
1.51M
$78.3M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-161K- 31.6% |
$8.29M - $8.67M
|
349K
$18.1M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-168KClosed |
$8.64M - $9.04M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-184K- 3.45% |
$9.46M - $9.9M
|
5.15M
$267M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-185K- 18.67% |
$9.51M - $9.95M
|
805K
$41.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-187K- 21.07% |
$9.6M - $10M
|
699K
$36.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-197K- 84.06% |
$10.2M - $10.6M
|
37.4K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200K- 5.83% |
$10.3M - $10.8M
|
3.23M
$168M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208K- 53.66% |
$10.7M - $11.2M
|
179K
$9.31M
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-225KClosed |
$11.6M - $12.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-231KClosed |
$11.9M - $12.4M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-236K- 13.33% |
$12.1M - $12.7M
|
1.53M
$79.5M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-247KClosed |
$12.7M - $13.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-249K- 99.45% |
$12.8M - $13.4M
|
1.38K
$71.5K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-256K- 7.45% |
$13.2M - $13.8M
|
3.18M
$165M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-257KClosed |
$13.2M - $13.8M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-257K- 10.47% |
$13.2M - $13.9M
|
2.2M
$114M
|