Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
10.5MNew |
$523M - $541M
|
10.5M
$540M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.31M+ 86.59% |
$215M - $222M
|
9.28M
$478M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.96M+ 34900.55% |
$97.9M - $101M
|
1.97M
$101M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.38M+ 233.58% |
$68.8M - $71.3M
|
1.97M
$102M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.29MNew |
$64.5M - $66.8M
|
1.29M
$66.7M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.11M+ 12.82% |
$55.3M - $57.2M
|
9.76M
$503M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
751K+ 11.12% |
$37.4M - $38.8M
|
7.5M
$387M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
612K+ 41876.4% |
$30.5M - $31.6M
|
614K
$31.6M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
458K+ 87.23% |
$22.8M - $23.6M
|
983K
$50.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
450K+ 101.0% |
$22.4M - $23.2M
|
896K
$46.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
440K+ 50.18% |
$21.9M - $22.7M
|
1.32M
$67.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
384K+ 16821.94% |
$19.1M - $19.8M
|
386K
$19.9M
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
294K+ 32.75% |
$14.6M - $15.2M
|
1.19M
$61.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
289K+ 8.94% |
$14.4M - $14.9M
|
3.52M
$181M
|
|
|
Jul 26, 2022
Q2 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
270KNew |
$13.4M - $13.9M
|
270K
$13.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
268KNew |
$13.4M - $13.9M
|
268K
$13.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
259K+ 18.22% |
$12.9M - $13.4M
|
1.68M
$86.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
255KNew |
$12.7M - $13.2M
|
255K
$13.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
234KNew |
$11.6M - $12.1M
|
234K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
218KNew |
$10.9M - $11.2M
|
218K
$11.2M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
214KNew |
$10.7M - $11.1M
|
214K
$11.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
210K+ 14.6% |
$10.5M - $10.8M
|
1.65M
$85M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
193K+ 1193.92% |
$9.63M - $9.98M
|
209K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
189K+ 10.91% |
$9.41M - $9.75M
|
1.92M
$98.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
187K+ 9.26% |
$9.34M - $9.67M
|
2.21M
$114M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
182KNew |
$9.09M - $9.41M
|
182K
$9.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
166K+ 170.21% |
$8.26M - $8.56M
|
263K
$13.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
162K+ 37.0% |
$8.06M - $8.34M
|
599K
$30.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
161K+ 2297.87% |
$8.02M - $8.31M
|
168K
$8.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
142K+ 68.09% |
$7.07M - $7.32M
|
350K
$18.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
140KNew |
$6.97M - $7.22M
|
140K
$7.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
137KNew |
$6.82M - $7.06M
|
137K
$7.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
135K+ 120.76% |
$6.73M - $6.97M
|
247K
$12.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
133K+ 27.56% |
$6.65M - $6.88M
|
617K
$31.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
131K+ 30.96% |
$6.51M - $6.75M
|
553K
$28.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 145.37% |
$6.19M - $6.41M
|
210K
$10.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
111KNew |
$5.54M - $5.74M
|
111K
$5.73M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
107K+ 11.06% |
$5.34M - $5.53M
|
1.08M
$55.4M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
102K+ 30784.55% |
$5.06M - $5.24M
|
102K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
98.1KNew |
$4.89M - $5.06M
|
98.1K
$5.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
91.1K+ 302.26% |
$4.54M - $4.7M
|
121K
$6.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
86.9K+ 546.65% |
$4.33M - $4.49M
|
103K
$5.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86.4K+ 96.1% |
$4.31M - $4.46M
|
176K
$9.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
83.6K+ 58.84% |
$4.17M - $4.32M
|
226K
$11.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82.2KNew |
$4.1M - $4.24M
|
82.2K
$4.24M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
72.4K+ 15.61% |
$3.61M - $3.74M
|
537K
$27.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
71.8K+ 387.48% |
$3.58M - $3.71M
|
90.3K
$4.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71.7K+ 9.77% |
$3.57M - $3.7M
|
805K
$41.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
70.4K+ 129.66% |
$3.51M - $3.63M
|
125K
$6.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
68.1K+ 4940.28% |
$3.39M - $3.51M
|
69.5K
$3.58M
|