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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-960- 7.93% |
$47.8K - $49.6K
|
11.1K
$575K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-977- 6.18% |
$48.7K - $50.4K
|
14.8K
$765K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-980- 8.69% |
$48.8K - $50.6K
|
10.3K
$531K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-985- 1.2% |
$49.1K - $50.8K
|
81.2K
$4.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-985- 1.24% |
$49.1K - $50.8K
|
78.2K
$4.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 3.06% |
$49.8K - $51.6K
|
31.7K
$1.63M
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1K- 10.67% |
$49.8K - $51.6K
|
8.37K
$431K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.01K- 8.23% |
$50.4K - $52.2K
|
11.3K
$581K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03KClosed |
$51.2K - $53K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.03K- 3.11% |
$51.3K - $53.1K
|
32.1K
$1.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.05K- 2.24% |
$52.3K - $54.2K
|
45.9K
$2.37M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.08K- 8.7% |
$53.6K - $55.5K
|
11.3K
$582K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.14K- 41.74% |
$56.8K - $58.8K
|
1.59K
$82K
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.17K- 0.36% |
$58.1K - $60.2K
|
326K
$16.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.19KClosed |
$59.1K - $61.2K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.2K- 3.95% |
$59.8K - $61.9K
|
29.2K
$1.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.21K- 54.51% |
$60.2K - $62.4K
|
1.01K
$52K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.24K- 4.4% |
$61.8K - $64K
|
26.9K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.32K- 21.44% |
$65.7K - $68K
|
4.83K
$249K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.33K- 40.47% |
$66.3K - $68.7K
|
1.96K
$101K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-1.36K- 6.94% |
$67.5K - $69.9K
|
18.2K
$937K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-1.36K- 3.79% |
$67.6K - $70K
|
34.5K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 18.61% |
$70.4K - $72.9K
|
6.18K
$318K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 5.31% |
$70.5K - $73K
|
25.2K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.44K- 6.75% |
$71.6K - $74.1K
|
19.8K
$1.02M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.44K- 1.9% |
$71.8K - $74.3K
|
74.3K
$3.83M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.45K- 12.19% |
$72.3K - $74.9K
|
10.5K
$539K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 13.69% |
$72.9K - $75.5K
|
9.22K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 6.56% |
$74.5K - $77.1K
|
21.3K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.54K- 20.93% |
$76.8K - $79.5K
|
5.82K
$300K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.56K- 2.48% |
$77.5K - $80.3K
|
61.1K
$3.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.56K- 22.11% |
$77.8K - $80.5K
|
5.5K
$283K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 28.59% |
$80K - $82.9K
|
4.01K
$207K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.65K- 14.95% |
$82.2K - $85.2K
|
9.39K
$484K
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.65K- 8.05% |
$82.2K - $85.2K
|
18.9K
$972K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.69K- 13.34% |
$84.1K - $87.1K
|
11K
$565K
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.69K- 3.82% |
$84.3K - $87.3K
|
42.6K
$2.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.69K- 4.29% |
$84.3K - $87.3K
|
37.8K
$1.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.73K- 19.6% |
$86.3K - $89.4K
|
7.1K
$366K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.76K- 14.94% |
$87.7K - $90.9K
|
10K
$516K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.78K- 11.12% |
$88.5K - $91.6K
|
14.2K
$732K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.79K- 84.81% |
$89.3K - $92.5K
|
321
$16.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.8K- 20.88% |
$89.5K - $92.7K
|
6.81K
$351K
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.83K- 6.07% |
$91K - $94.2K
|
28.2K
$1.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.84K- 3.99% |
$91.5K - $94.7K
|
44.1K
$2.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1.84K- 71.5% |
$91.5K - $94.8K
|
732
$37.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.87K- 2.03% |
$93.3K - $96.6K
|
90.1K
$4.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.91K- 18.03% |
$95.1K - $98.5K
|
8.68K
$447K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.91K- 18.03% |
$95.1K - $98.5K
|
8.68K
$447K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 7.25% |
$95.4K - $98.8K
|
24.5K
$1.26M
|