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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.16K+ 0.72% |
$111K - $117K
|
305K
$15.8M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2.1K+ 2.4% |
$108K - $113K
|
89.4K
$4.64M
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.07K+ 1.72% |
$107K - $112K
|
122K
$6.35M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.03K+ 0.98% |
$104K - $109K
|
208K
$10.8M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 35.48% |
$102K - $107K
|
7.59K
$394K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 12.27% |
$101K - $106K
|
18K
$936K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.96K+ 6.49% |
$101K - $105K
|
32.1K
$1.67M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.96K+ 17.72% |
$101K - $105K
|
13K
$674K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 19.18% |
$98.5K - $103K
|
11.9K
$617K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.88K+ 66.96% |
$96.5K - $101K
|
4.68K
$243K
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
1.85KNew |
$95.3K - $99.6K
|
1.85K
$96K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.84K+ 0.56% |
$94.5K - $98.9K
|
329K
$17.1M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.84K+ 0.56% |
$94.5K - $98.9K
|
329K
$17.1M
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.82K+ 0.18% |
$93.7K - $98K
|
1.02M
$52.9M
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1.78K+ 7.51% |
$91.7K - $95.9K
|
25.5K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.74K+ 4.24% |
$89.3K - $93.4K
|
42.7K
$2.21M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.72K+ 3.99% |
$88.5K - $92.6K
|
44.8K
$2.32M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.7K+ 15.79% |
$87.7K - $91.8K
|
12.5K
$648K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.69K+ 24.46% |
$87.1K - $91.1K
|
8.6K
$446K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.61K+ 17.64% |
$82.8K - $86.6K
|
10.7K
$556K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.59KNew |
$81.7K - $85.5K
|
1.59K
$82.3K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.57KNew |
$80.8K - $84.6K
|
1.57K
$81.5K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.48K+ 18.12% |
$76.3K - $79.8K
|
9.66K
$501K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.47K+ 8.6% |
$75.6K - $79.1K
|
18.6K
$963K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 7.68% |
$74.2K - $77.6K
|
20.2K
$1.05M
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.37K+ 5.23% |
$70.6K - $73.8K
|
27.6K
$1.43M
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.33K+ 5.85% |
$68.4K - $71.6K
|
24.1K
$1.25M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.25KNew |
$64.4K - $67.3K
|
1.25K
$64.9K
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.23K+ 26.6% |
$63.4K - $66.3K
|
5.86K
$304K
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.21K+ 318.37% |
$62.5K - $65.3K
|
1.59K
$82.7K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.21K+ 119.84% |
$62.2K - $65.1K
|
2.22K
$115K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.2K+ 6.9% |
$61.6K - $64.5K
|
18.6K
$963K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 7.64% |
$60K - $62.7K
|
16.4K
$851K
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 14.6% |
$56.2K - $58.8K
|
8.57K
$445K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03KNew |
$52.9K - $55.3K
|
1.03K
$53.3K
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.03K+ 10.43% |
$52.8K - $55.2K
|
10.9K
$563K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1K+ 3.16% |
$51.5K - $53.9K
|
32.7K
$1.69M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
947+ 3.43% |
$48.8K - $51K
|
28.5K
$1.48M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
916+ 0.63% |
$47.2K - $49.3K
|
147K
$7.64M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
901+ 14.61% |
$46.4K - $48.5K
|
7.07K
$367K
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
886+ 5.18% |
$45.6K - $47.7K
|
18K
$934K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
876+ 5.14% |
$45.1K - $47.2K
|
17.9K
$929K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
849+ 4.81% |
$43.7K - $45.7K
|
18.5K
$960K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
800+ 6.36% |
$41.2K - $43.1K
|
13.4K
$694K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
762+ 2.69% |
$39.2K - $41K
|
29.1K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
741+ 5.15% |
$38.2K - $39.9K
|
15.1K
$786K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
724+ 5.66% |
$37.3K - $39K
|
13.5K
$701K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
705+ 10.68% |
$36.3K - $38K
|
7.3K
$379K
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700+ 11.1% |
$36K - $37.7K
|
7K
$363K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
692+ 6.24% |
$35.6K - $37.3K
|
11.8K
$611K
|