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 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-42- 9.55% |
$2.16K - $2.26K
|
398
$20.7K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 1.09% |
$2.47K - $2.59K
|
4.36K
$226K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 12.7% |
$2.47K - $2.59K
|
330
$17.1K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-60- 1.37% |
$3.09K - $3.23K
|
4.33K
$224K
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-62- 0.51% |
$3.19K - $3.34K
|
12.2K
$633K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-63- 95.45% |
$3.24K - $3.39K
|
3
$156
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-65Closed |
$3.35K - $3.5K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-65- 1.15% |
$3.35K - $3.5K
|
5.61K
$291K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-66- 0.21% |
$3.4K - $3.55K
|
31K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-95- 1.02% |
$4.89K - $5.12K
|
9.26K
$480K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-95- 4.4% |
$4.89K - $5.12K
|
2.06K
$107K
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.21% |
$5.15K - $5.39K
|
46.8K
$2.43M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-104Closed |
$5.35K - $5.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-114- 14.45% |
$5.87K - $6.14K
|
675
$35K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-120Closed |
$6.18K - $6.46K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-122- 2.84% |
$6.28K - $6.57K
|
4.17K
$216K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-140- 1.75% |
$7.21K - $7.54K
|
7.88K
$409K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-144- 20.17% |
$7.41K - $7.76K
|
570
$29.6K
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-161- 0.18% |
$8.29K - $8.67K
|
91.2K
$4.73M
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-164- 1.33% |
$8.44K - $8.83K
|
12.1K
$630K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-169Closed |
$8.7K - $9.1K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-187- 9.84% |
$9.63K - $10.1K
|
1.71K
$88.9K
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-188- 3.87% |
$9.68K - $10.1K
|
4.67K
$242K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-193Closed |
$9.94K - $10.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-193Closed |
$9.94K - $10.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-197Closed |
$10.1K - $10.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-200- 4.03% |
$10.3K - $10.8K
|
4.76K
$247K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-200- 1.25% |
$10.3K - $10.8K
|
15.8K
$821K
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-210- 0.19% |
$10.8K - $11.3K
|
111K
$5.78M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-223- 10.81% |
$11.5K - $12K
|
1.84K
$95.5K
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-227- 3.27% |
$11.7K - $12.2K
|
6.71K
$348K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-230Closed |
$11.8K - $12.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-235- 4.62% |
$12.1K - $12.7K
|
4.85K
$252K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-240Closed |
$12.4K - $12.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-250- 5.0% |
$12.9K - $13.5K
|
4.75K
$246K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-258- 21.22% |
$13.3K - $13.9K
|
958
$49.7K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-267Closed |
$13.7K - $14.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-272- 0.58% |
$14K - $14.6K
|
46.7K
$2.42M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-280- 18.8% |
$14.4K - $15.1K
|
1.21K
$62.7K
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-286- 2.34% |
$14.7K - $15.4K
|
11.9K
$619K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 0.94% |
$15.4K - $16.2K
|
31.5K
$1.64M
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-300- 4.6% |
$15.4K - $16.2K
|
6.22K
$323K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-305- 6.62% |
$15.7K - $16.4K
|
4.3K
$223K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-308- 2.87% |
$15.9K - $16.6K
|
10.4K
$541K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-323Closed |
$16.6K - $17.4K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-324- 49.77% |
$16.7K - $17.5K
|
327
$17K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-326- 21.56% |
$16.8K - $17.6K
|
1.19K
$61.5K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347Closed |
$17.9K - $18.7K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-352Closed |
$18.1K - $19K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-357- 35.24% |
$18.4K - $19.2K
|
656
$34K
|