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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.94K- 1.74% |
$96.4K - $99.9K
|
110K
$5.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.94K- 9.26% |
$96.6K - $100K
|
19K
$978K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.94K- 30.84% |
$96.7K - $100K
|
4.35K
$224K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.97K- 6.37% |
$98.3K - $102K
|
29K
$1.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.99K- 16.69% |
$99.2K - $103K
|
9.93K
$512K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.01K- 24.32% |
$100K - $104K
|
6.25K
$322K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.06K- 19.2% |
$103K - $106K
|
8.66K
$447K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 12.82% |
$105K - $109K
|
14.3K
$737K
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-2.16KClosed |
$108K - $112K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19KClosed |
$109K - $113K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.21K- 7.07% |
$110K - $114K
|
29K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.25K- 6.43% |
$112K - $116K
|
32.7K
$1.68M
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.29K- 2.18% |
$114K - $118K
|
103K
$5.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.29K- 7.69% |
$114K - $118K
|
27.5K
$1.42M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2.3K- 2.58% |
$115K - $119K
|
87.1K
$4.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.33K- 2.38% |
$116K - $120K
|
95.4K
$4.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.4K- 23.8% |
$119K - $124K
|
7.67K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.46K- 41.75% |
$123K - $127K
|
3.44K
$177K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.51K- 6.37% |
$125K - $129K
|
36.8K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.51K- 2.0% |
$125K - $130K
|
123K
$6.35M
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.54K- 5.43% |
$126K - $131K
|
44.2K
$2.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-2.59K- 2.43% |
$129K - $134K
|
104K
$5.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-2.61K- 1.1% |
$130K - $135K
|
235K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.67K- 4.99% |
$133K - $138K
|
50.8K
$2.62M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.67K- 18.54% |
$133K - $138K
|
11.7K
$604K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.68K- 0.59% |
$134K - $138K
|
456K
$23.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.72K- 6.92% |
$136K - $140K
|
36.6K
$1.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.75K- 25.35% |
$137K - $142K
|
8.1K
$417K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.76K- 8.74% |
$137K - $142K
|
28.8K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.83K- 31.47% |
$141K - $146K
|
6.17K
$318K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.84K- 74.91% |
$142K - $147K
|
952
$49.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.85K- 38.06% |
$142K - $147K
|
4.63K
$239K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.91K- 28.16% |
$145K - $150K
|
7.41K
$382K
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.95K- 26.86% |
$147K - $152K
|
8.02K
$413K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.95K- 4.52% |
$147K - $152K
|
62.3K
$3.21M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 74.23% |
$149K - $154K
|
1.04K
$53.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3K- 41.02% |
$150K - $155K
|
4.31K
$222K
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-3.02K- 35.37% |
$150K - $156K
|
5.51K
$284K
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.07K- 5.4% |
$153K - $159K
|
53.8K
$2.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.16K- 15.63% |
$157K - $163K
|
17K
$878K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.2K- 8.25% |
$159K - $165K
|
35.6K
$1.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.24K- 6.9% |
$161K - $167K
|
43.7K
$2.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.29K- 23.1% |
$164K - $170K
|
10.9K
$564K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.3K- 11.55% |
$164K - $170K
|
25.2K
$1.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.36K- 0.33% |
$167K - $173K
|
1.02M
$52.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.4K- 2.45% |
$169K - $176K
|
135K
$6.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-3.45K- 1.58% |
$172K - $178K
|
214K
$11M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-3.49K- 19.5% |
$174K - $180K
|
14.4K
$743K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.64K- 6.64% |
$182K - $188K
|
51.2K
$2.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.67K- 46.57% |
$183K - $189K
|
4.21K
$217K
|