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 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
67.7K+ 13.08% |
$3.37M - $3.49M
|
585K
$30.2M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
67.5K+ 156.05% |
$3.36M - $3.48M
|
111K
$5.71M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
66.6K+ 455.27% |
$3.32M - $3.44M
|
81.3K
$4.19M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66.4K+ 8.87% |
$3.31M - $3.43M
|
815K
$42M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
63.7K+ 190.11% |
$3.17M - $3.29M
|
97.2K
$5.01M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
62.5KNew |
$3.11M - $3.23M
|
62.5K
$3.22M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.2K+ 8.77% |
$3.05M - $3.16M
|
760K
$39.1M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
57.8K+ 201.12% |
$2.88M - $2.98M
|
86.5K
$4.46M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
54.8K+ 0.84% |
$2.73M - $2.83M
|
6.61M
$341M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.8K+ 6.44% |
$2.58M - $2.68M
|
857K
$44.2M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
48.9K+ 41.78% |
$2.44M - $2.52M
|
166K
$8.55M
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
48.6KNew |
$2.42M - $2.51M
|
48.6K
$2.51M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.1KNew |
$2.4M - $2.48M
|
48.1K
$2.48M
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
47.1KNew |
$2.35M - $2.43M
|
47.1K
$2.43M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
44.3K+ 4.33% |
$2.21M - $2.29M
|
1.07M
$55M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
43.8K+ 16.19% |
$2.18M - $2.26M
|
315K
$16.2M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
43.4K+ 28.43% |
$2.16M - $2.24M
|
196K
$10.1M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
42.7KNew |
$2.13M - $2.2M
|
42.7K
$2.2M
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
BUY
|
- |
42.4K+ 109.6% |
$2.12M - $2.19M
|
81.2K
$4.18M
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
42.2KNew |
$2.1M - $2.18M
|
42.2K
$2.17M
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
42.1KNew |
$2.1M - $2.17M
|
42.1K
$2.17M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
38.7K+ 12.72% |
$1.93M - $2M
|
343K
$17.7M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
36.7KNew |
$1.83M - $1.89M
|
36.7K
$1.89M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.7K+ 63.07% |
$1.73M - $1.79M
|
89.6K
$4.62M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34.4KNew |
$1.71M - $1.77M
|
34.4K
$1.77M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32.3K+ 5.75% |
$1.61M - $1.67M
|
593K
$30.6M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.3K+ 4.25% |
$1.61M - $1.67M
|
790K
$40.7M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
32.1KNew |
$1.6M - $1.66M
|
32.1K
$1.65M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
31.5K+ 10.34% |
$1.57M - $1.63M
|
336K
$17.3M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
30.5KNew |
$1.52M - $1.57M
|
30.5K
$1.57M
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
30KNew |
$1.49M - $1.55M
|
30K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30K+ 1.96% |
$1.49M - $1.55M
|
1.56M
$80.3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.1K+ 11.76% |
$1.45M - $1.5M
|
277K
$14.3M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27.6K+ 10.17% |
$1.38M - $1.43M
|
299K
$15.4M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
27.1K+ 13.96% |
$1.35M - $1.4M
|
221K
$11.4M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.6K+ 32.09% |
$1.33M - $1.38M
|
110K
$5.65M
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
24.9K+ 220.4% |
$1.24M - $1.29M
|
36.2K
$1.87M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
24K+ 9.61% |
$1.19M - $1.24M
|
273K
$14.1M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22.5KNew |
$1.12M - $1.16M
|
22.5K
$1.16M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.7K+ 723233.31% |
$1.08M - $1.12M
|
21.7K
$1.12M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
21.6KNew |
$1.08M - $1.12M
|
21.6K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20K+ 16.76% |
$998K - $1.03M
|
140K
$7.19M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19.9K+ 21.51% |
$990K - $1.02M
|
112K
$5.78M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18.5K+ 26.24% |
$920K - $953K
|
88.8K
$4.58M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 21.49% |
$881K - $912K
|
99.9K
$5.15M
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
17.5K+ 176.14% |
$872K - $903K
|
27.4K
$1.41M
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 94.6% |
$850K - $881K
|
35.1K
$1.81M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
16.5K+ 20863.29% |
$821K - $851K
|
16.6K
$854K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.3K+ 27.46% |
$763K - $791K
|
71.1K
$3.67M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15K+ 34.96% |
$748K - $775K
|
58K
$2.99M
|