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 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
5.56K+ 17.94% |
$286K - $299K
|
36.5K
$1.9M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.3K+ 4.4% |
$273K - $285K
|
126K
$6.52M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
5.28K+ 4.5% |
$272K - $284K
|
123K
$6.36M
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.26KNew |
$271K - $283K
|
5.26K
$273K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.15KNew |
$265K - $278K
|
5.15K
$267K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.04K+ 16.7% |
$260K - $272K
|
35.3K
$1.83M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.01K+ 9.65% |
$258K - $270K
|
56.9K
$2.95M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.94K+ 11.19% |
$254K - $266K
|
49K
$2.55M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.69K+ 7.6% |
$241K - $252K
|
66.3K
$3.44M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.63K+ 49.09% |
$238K - $249K
|
14.1K
$729K
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.58KNew |
$236K - $247K
|
4.58K
$238K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.54KNew |
$234K - $244K
|
4.54K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.53K+ 1.1% |
$233K - $244K
|
416K
$21.6M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.45K+ 14.15% |
$229K - $240K
|
35.9K
$1.86M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.4KNew |
$227K - $237K
|
4.4K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.4KNew |
$227K - $237K
|
4.4K
$228K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.35KNew |
$224K - $234K
|
4.35K
$226K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
4.32KNew |
$223K - $233K
|
4.32K
$224K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
4.24K+ 60.24% |
$218K - $228K
|
11.3K
$585K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
4.09KNew |
$211K - $220K
|
4.09K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.03KNew |
$207K - $217K
|
4.03K
$209K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.02K+ 9.39% |
$207K - $217K
|
46.9K
$2.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.97K+ 8.29% |
$205K - $214K
|
51.9K
$2.69M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.96K+ 32.96% |
$204K - $213K
|
16K
$829K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.88KNew |
$200K - $209K
|
3.88K
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
3.81K+ 62.2% |
$196K - $205K
|
9.94K
$516K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
3.73K+ 1.89% |
$192K - $201K
|
202K
$10.5M
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.67K+ 3.16% |
$189K - $197K
|
119K
$6.2M
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.6K+ 5.25% |
$185K - $194K
|
72.1K
$3.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.58K+ 2.42% |
$184K - $193K
|
152K
$7.86M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.49K+ 0.89% |
$180K - $188K
|
394K
$20.5M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.48K+ 1.68% |
$179K - $187K
|
211K
$10.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 2.97% |
$179K - $187K
|
121K
$6.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.38K+ 31.58% |
$174K - $182K
|
14.1K
$730K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.32K+ 2.98% |
$171K - $179K
|
115K
$5.96M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.14K+ 29.12% |
$161K - $169K
|
13.9K
$721K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.13K+ 2.21% |
$161K - $169K
|
145K
$7.52M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.06K+ 4.48% |
$157K - $165K
|
71.2K
$3.7M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.83K+ 2.98% |
$146K - $152K
|
97.8K
$5.08M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.8K+ 26.88% |
$144K - $151K
|
13.2K
$685K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.79K+ 24.86% |
$144K - $150K
|
14K
$727K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.77K+ 271.69% |
$143K - $149K
|
3.8K
$197K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
2.75K+ 1.28% |
$142K - $148K
|
218K
$11.3M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.6K+ 69.5% |
$134K - $140K
|
6.35K
$329K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.6K+ 1.05% |
$134K - $140K
|
249K
$12.9M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.51K+ 21.39% |
$129K - $135K
|
14.2K
$738K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.48K+ 0.92% |
$128K - $134K
|
272K
$14.1M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.4K+ 1.76% |
$124K - $129K
|
139K
$7.2M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.36K+ 7.81% |
$122K - $127K
|
32.6K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.27K+ 4.45% |
$117K - $122K
|
53.4K
$2.77M
|