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 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79.5K+ 17.83% |
$4.09M - $4.28M
|
525K
$27.2M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
74.2K+ 5.1% |
$3.82M - $4M
|
1.53M
$79.3M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72.2KNew |
$3.72M - $3.89M
|
72.2K
$3.75M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
71.2K+ 439.13% |
$3.67M - $3.84M
|
87.4K
$4.54M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
68.1K+ 96.08% |
$3.51M - $3.67M
|
139K
$7.22M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
67.8K+ 17.12% |
$3.49M - $3.65M
|
464K
$24.1M
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56.7K+ 22.28% |
$2.92M - $3.05M
|
311K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54.2K+ 70.98% |
$2.79M - $2.92M
|
131K
$6.77M
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
BUY
|
- |
53K+ 12.3% |
$2.73M - $2.86M
|
484K
$25.1M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52.8K+ 7.59% |
$2.72M - $2.84M
|
748K
$38.8M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
51K+ 4.04% |
$2.62M - $2.75M
|
1.31M
$68.1M
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
50.4K+ 17.01% |
$2.59M - $2.71M
|
346K
$18M
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
50.3K+ 0.49% |
$2.59M - $2.71M
|
10.4M
$540M
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
50.1KNew |
$2.58M - $2.7M
|
50.1K
$2.6M
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
49.3K+ 13.1% |
$2.54M - $2.66M
|
426K
$22.1M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
48.7K+ 202.64% |
$2.51M - $2.62M
|
72.7K
$3.77M
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
47.5K+ 13.6% |
$2.45M - $2.56M
|
397K
$20.6M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
47KNew |
$2.42M - $2.53M
|
47K
$2.44M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
46.2KNew |
$2.38M - $2.49M
|
46.2K
$2.4M
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
44.9K+ 9.08% |
$2.31M - $2.42M
|
539K
$28M
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
44.2K+ 10.12% |
$2.28M - $2.38M
|
481K
$25M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
44.1K+ 10.99% |
$2.27M - $2.38M
|
446K
$23.1M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
43.7K+ 186.12% |
$2.25M - $2.35M
|
67.2K
$3.49M
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
43.7K+ 188.49% |
$2.25M - $2.35M
|
66.8K
$3.47M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
43.1K+ 28.47% |
$2.22M - $2.32M
|
194K
$10.1M
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
42.8K+ 78.36% |
$2.2M - $2.3M
|
97.4K
$5.05M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.3K+ 8.83% |
$2.13M - $2.22M
|
509K
$26.4M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$2.09M - $2.18M
|
40.6K
$2.1M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
40K+ 97.79% |
$2.06M - $2.16M
|
81K
$4.2M
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
39.6K+ 5.65% |
$2.04M - $2.13M
|
741K
$38.5M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
39.3K+ 834.38% |
$2.03M - $2.12M
|
44.1K
$2.29M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.1K+ 7.78% |
$1.96M - $2.05M
|
528K
$27.4M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
38.1K+ 3.01% |
$1.96M - $2.05M
|
1.3M
$67.7M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
38.1K+ 16.36% |
$1.96M - $2.05M
|
271K
$14M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37.9K+ 746.69% |
$1.95M - $2.04M
|
42.9K
$2.23M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
37.9K+ 746.69% |
$1.95M - $2.04M
|
42.9K
$2.23M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.7K+ 68.98% |
$1.94M - $2.03M
|
92.4K
$4.8M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
36.1K+ 674.54% |
$1.86M - $1.95M
|
41.5K
$2.15M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.6K+ 218.34% |
$1.83M - $1.92M
|
51.9K
$2.7M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
35.1K+ 0.87% |
$1.81M - $1.89M
|
4.07M
$211M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 5.18% |
$1.77M - $1.85M
|
698K
$36.2M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31.6K+ 4.35% |
$1.63M - $1.7M
|
759K
$39.4M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
31.4KNew |
$1.62M - $1.69M
|
31.4K
$1.63M
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
31.3KNew |
$1.61M - $1.68M
|
31.3K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.6K+ 28.09% |
$1.42M - $1.49M
|
126K
$6.53M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
27.5K+ 392.92% |
$1.41M - $1.48M
|
34.4K
$1.79M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.6K+ 89.11% |
$1.37M - $1.43M
|
56.4K
$2.93M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
25.6K+ 4.02% |
$1.32M - $1.38M
|
663K
$34.4M
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
25.2K+ 26.55% |
$1.3M - $1.36M
|
120K
$6.24M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.2K+ 102.34% |
$1.3M - $1.36M
|
49.8K
$2.59M
|