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
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
663+ 1.22% |
$34.1K - $35.7K
|
55K
$2.85M
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
600New |
$30.9K - $32.3K
|
600
$31.1K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
598New |
$30.8K - $32.2K
|
598
$31K
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
535+ 10.82% |
$27.5K - $28.8K
|
5.48K
$284K
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
503+ 1.86% |
$25.9K - $27.1K
|
27.5K
$1.43M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
500+ 3.16% |
$25.7K - $26.9K
|
16.3K
$848K
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
500+ 2.12% |
$25.7K - $26.9K
|
24.1K
$1.25M
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
482+ 6.78% |
$24.8K - $26K
|
7.6K
$394K
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
456+ 0.24% |
$23.5K - $24.6K
|
188K
$9.77M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
450New |
$23.2K - $24.2K
|
450
$23.4K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
449+ 0.81% |
$23.1K - $24.2K
|
55.8K
$2.9M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440+ 0.56% |
$22.7K - $23.7K
|
79K
$4.1M
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
400New |
$20.6K - $21.5K
|
400
$20.8K
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
391+ 3.13% |
$20.1K - $21.1K
|
12.9K
$669K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
387+ 1.48% |
$19.9K - $20.8K
|
26.6K
$1.38M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
372+ 5.57% |
$19.2K - $20K
|
7.05K
$366K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
367+ 1.89% |
$18.9K - $19.8K
|
19.8K
$1.03M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
363New |
$18.7K - $19.6K
|
363
$18.8K
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
360New |
$18.5K - $19.4K
|
360
$18.7K
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
355+ 0.76% |
$18.3K - $19.1K
|
47K
$2.44M
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
352+ 0.04% |
$18.1K - $19K
|
819K
$42.5M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
325New |
$16.7K - $17.5K
|
325
$16.9K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
325+ 7.39% |
$16.7K - $17.5K
|
4.72K
$245K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
324+ 0.01% |
$16.7K - $17.5K
|
5.72M
$297M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
321+ 6.58% |
$16.5K - $17.3K
|
5.2K
$270K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
321+ 0.46% |
$16.5K - $17.3K
|
70.4K
$3.65M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
307+ 5.08% |
$15.8K - $16.5K
|
6.35K
$329K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
303+ 4.73% |
$15.6K - $16.3K
|
6.71K
$348K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
268+ 0.72% |
$13.8K - $14.4K
|
37.4K
$1.94M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 3.26% |
$11.9K - $12.4K
|
7.31K
$379K
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
218+ 0.16% |
$11.2K - $11.7K
|
133K
$6.92M
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
208+ 0.14% |
$10.7K - $11.2K
|
145K
$7.54M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
196+ 1.04% |
$10.1K - $10.6K
|
19.1K
$989K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
194+ 1.56% |
$9.99K - $10.4K
|
12.6K
$654K
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
191+ 0.2% |
$9.83K - $10.3K
|
97.4K
$5.05M
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
190+ 4.31% |
$9.78K - $10.2K
|
4.6K
$238K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
185+ 0.3% |
$9.53K - $9.96K
|
62.7K
$3.25M
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
180+ 1.58% |
$9.27K - $9.69K
|
11.6K
$601K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
170+ 0.08% |
$8.75K - $9.16K
|
203K
$10.6M
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
155+ 2.99% |
$7.98K - $8.35K
|
5.34K
$277K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
152+ 69.09% |
$7.83K - $8.19K
|
372
$19.3K
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
149+ 3.36% |
$7.67K - $8.03K
|
4.59K
$238K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
146+ 45.91% |
$7.52K - $7.86K
|
464
$24.1K
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
124+ 5.84% |
$6.38K - $6.68K
|
2.25K
$117K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
121+ 13.04% |
$6.23K - $6.52K
|
1.05K
$54.4K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
119+ 2.97% |
$6.13K - $6.41K
|
4.13K
$214K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
89+ 0.08% |
$4.58K - $4.79K
|
111K
$5.76M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
87New |
$4.48K - $4.69K
|
87
$4.51K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 1.3% |
$4.48K - $4.69K
|
6.76K
$351K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
79New |
$4.07K - $4.25K
|
79
$4.1K
|