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 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-258K- 70.92% |
$13.3M - $13.9M
|
106K
$5.49M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-274K- 13.88% |
$14.1M - $14.7M
|
1.7M
$88.1M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-280K- 69.83% |
$14.4M - $15.1M
|
121K
$6.27M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-280K- 47.23% |
$14.4M - $15.1M
|
313K
$16.2M
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-294KClosed |
$15.1M - $15.8M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-306KClosed |
$15.7M - $16.5M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-316K- 18.02% |
$16.3M - $17M
|
1.44M
$74.7M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-323K- 18.45% |
$16.6M - $17.4M
|
1.43M
$74M
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-380K- 95.86% |
$19.6M - $20.5M
|
16.4K
$851K
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-385K- 87.63% |
$19.8M - $20.7M
|
54.3K
$2.82M
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-400K- 43.96% |
$20.6M - $21.5M
|
510K
$26.5M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-437K- 8.08% |
$22.5M - $23.6M
|
4.97M
$258M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-443K- 86.33% |
$22.8M - $23.9M
|
70.1K
$3.64M
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-444KClosed |
$22.8M - $23.9M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-466K- 34.33% |
$24M - $25.1M
|
891K
$46.2M
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-481K- 86.52% |
$24.8M - $25.9M
|
75K
$3.89M
|
|
Apr 07, 2022
Q1 2022
|
Nationwide Asset Management LLC
|
SELL
|
- |
-506K- 73.1% |
$26.1M - $27.3M
|
186K
$9.66M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-688K- 9.5% |
$35.4M - $37M
|
6.55M
$340M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-744K- 7.99% |
$38.3M - $40.1M
|
8.57M
$445M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-831K- 61.61% |
$42.8M - $44.8M
|
518K
$26.9M
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-860K- 75.52% |
$44.3M - $46.3M
|
279K
$14.5M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-957K- 97.81% |
$49.3M - $51.5M
|
21.4K
$1.11M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 49.9% |
$55.1M - $57.6M
|
1.07M
$55.7M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.5M- 12.86% |
$77.3M - $80.8M
|
10.2M
$528M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.51M- 95.84% |
$77.5M - $81.1M
|
65.3K
$3.39M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.65M- 56.9% |
$85.2M - $89.1M
|
1.25M
$65M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.11M- 59.81% |
$109M - $114M
|
1.42M
$73.7M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.12M- 32.0% |
$161M - $168M
|
6.64M
$345M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.8M- 97.07% |
$247M - $259M
|
145K
$7.53M
|