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 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
24.6K+ 12.42% |
$1.27M - $1.33M
|
223K
$11.6M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
24.6K+ 131.49% |
$1.27M - $1.32M
|
43.3K
$2.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.3K+ 91.76% |
$1.25M - $1.31M
|
50.8K
$2.63M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
23.8K+ 17.96% |
$1.23M - $1.28M
|
157K
$8.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
23.7K+ 8.45% |
$1.22M - $1.28M
|
304K
$15.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.5K+ 1.18% |
$1.21M - $1.27M
|
2.02M
$105M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.4KNew |
$1.21M - $1.26M
|
23.4K
$1.21M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
22.4K+ 31.93% |
$1.15M - $1.21M
|
92.7K
$4.81M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
22.3K+ 10.58% |
$1.15M - $1.2M
|
232K
$12.1M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
21.6K+ 304.5% |
$1.11M - $1.17M
|
28.7K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.3KNew |
$1.09M - $1.15M
|
21.3K
$1.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.8K+ 482.82% |
$1.07M - $1.12M
|
25.1K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
20KNew |
$1.03M - $1.08M
|
20K
$1.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
19.7K+ 124.48% |
$1.01M - $1.06M
|
35.5K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.1K+ 338.87% |
$982K - $1.03M
|
24.7K
$1.28M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.8KNew |
$969K - $1.01M
|
18.8K
$977K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
18.2K+ 21.8% |
$935K - $978K
|
101K
$5.27M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
18K+ 78.2% |
$929K - $972K
|
41.1K
$2.13M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
17.6K+ 20.09% |
$908K - $949K
|
105K
$5.47M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
17.5KNew |
$899K - $940K
|
17.5K
$906K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
17K+ 3.8% |
$876K - $917K
|
465K
$24.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
15.9KNew |
$818K - $856K
|
15.9K
$825K
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
15.5K+ 12.32% |
$801K - $837K
|
142K
$7.36M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
15.3K+ 7.65% |
$789K - $826K
|
216K
$11.2M
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
15.1K+ 45.01% |
$777K - $812K
|
48.6K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
14.9K+ 25.11% |
$768K - $804K
|
74.3K
$3.86M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
14.1K+ 12.75% |
$727K - $760K
|
125K
$6.48M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9K+ 83.04% |
$715K - $748K
|
30.6K
$1.59M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
13.1K+ 31.65% |
$676K - $707K
|
54.6K
$2.83M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.3K+ 510.64% |
$632K - $661K
|
14.7K
$762K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.3KNew |
$632K - $661K
|
12.3K
$637K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.2K+ 28.36% |
$630K - $659K
|
55.4K
$2.87M
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
12.1KNew |
$622K - $651K
|
12.1K
$627K
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
11.9KNew |
$613K - $641K
|
11.9K
$618K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7K+ 3.68% |
$602K - $629K
|
329K
$17.1M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
11.5K+ 4.39% |
$592K - $619K
|
273K
$14.2M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.5K+ 3.66% |
$591K - $619K
|
326K
$16.9M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.4K+ 54.78% |
$588K - $616K
|
32.3K
$1.68M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
11.3KNew |
$583K - $609K
|
11.3K
$587K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.3K+ 34.17% |
$583K - $609K
|
44.4K
$2.3M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.3K+ 13.43% |
$582K - $608K
|
95.4K
$4.95M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2K+ 49.99% |
$578K - $605K
|
33.7K
$1.75M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11KNew |
$565K - $591K
|
11K
$569K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 12.95% |
$554K - $579K
|
93.8K
$4.87M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.7K+ 14.09% |
$551K - $576K
|
86.6K
$4.49M
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
10.6K+ 4.03% |
$545K - $570K
|
273K
$14.2M
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
10.5K+ 46.45% |
$541K - $566K
|
33.1K
$1.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.5K+ 85.56% |
$539K - $564K
|
22.7K
$1.18M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.2K+ 9.9% |
$525K - $549K
|
113K
$5.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
9.78KNew |
$504K - $527K
|
9.78K
$508K
|