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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15K+ 34.96% |
$748K - $775K
|
58K
$2.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14.5K+ 6.72% |
$723K - $749K
|
230K
$11.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.3KNew |
$714K - $739K
|
14.3K
$738K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14.2KNew |
$706K - $731K
|
14.2K
$730K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14K+ 1.84% |
$697K - $722K
|
773K
$39.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14KNew |
$695K - $720K
|
14K
$719K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
13.4K+ 6.57% |
$669K - $693K
|
218K
$11.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.3K+ 34.34% |
$661K - $684K
|
51.9K
$2.67M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
13.2K+ 208.71% |
$660K - $684K
|
19.6K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.2K+ 71.18% |
$656K - $680K
|
31.7K
$1.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
13.1K+ 11.01% |
$654K - $678K
|
132K
$6.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
12.9K+ 17.42% |
$645K - $668K
|
87.3K
$4.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
12.9KNew |
$643K - $666K
|
12.9K
$665K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
12.9KNew |
$643K - $666K
|
12.9K
$665K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$639K - $662K
|
12.8K
$661K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12.6KNew |
$630K - $653K
|
12.6K
$652K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.5K+ 5.6% |
$623K - $645K
|
235K
$12.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12.4K+ 3.98% |
$617K - $639K
|
324K
$16.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
12K+ 23.94% |
$598K - $619K
|
62.1K
$3.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8KNew |
$589K - $610K
|
11.8K
$609K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.1K+ 60.3% |
$553K - $573K
|
29.5K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11K+ 37.45% |
$547K - $567K
|
40.3K
$2.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10.3K+ 18.42% |
$516K - $534K
|
66.5K
$3.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.3K+ 1.6% |
$511K - $530K
|
653K
$33.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.9K+ 215.41% |
$493K - $511K
|
14.5K
$747K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
9.73K+ 0.51% |
$485K - $502K
|
1.93M
$99.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.66K+ 186.78% |
$482K - $499K
|
14.8K
$765K
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$479K - $496K
|
9.62K
$496K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.4K+ 203.62% |
$469K - $485K
|
14K
$723K
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
9.17K+ 9.04% |
$457K - $473K
|
111K
$5.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
9.17KNew |
$457K - $473K
|
9.17K
$473K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
9.12K+ 127.81% |
$454K - $471K
|
16.3K
$838K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.11K+ 5.42% |
$454K - $470K
|
177K
$9.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.89K+ 5.7% |
$443K - $459K
|
165K
$8.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.84KNew |
$440K - $456K
|
8.84K
$456K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8.78KNew |
$437K - $453K
|
8.78K
$452K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
8.77K+ 102.17% |
$437K - $452K
|
17.3K
$894K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
8.69K+ 7.83% |
$433K - $449K
|
120K
$6.17M
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
8.68KNew |
$433K - $448K
|
8.68K
$447K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.66K+ 15.92% |
$432K - $447K
|
63.1K
$3.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.12K+ 42.95% |
$405K - $419K
|
27K
$1.39M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.97K+ 27.93% |
$397K - $411K
|
36.5K
$1.88M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.81KNew |
$389K - $403K
|
7.81K
$403K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.55KNew |
$376K - $390K
|
7.55K
$389K
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.25KNew |
$361K - $374K
|
7.25K
$373K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.12K+ 4.38% |
$355K - $367K
|
170K
$8.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7K+ 34.32% |
$349K - $361K
|
27.4K
$1.41M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
6.82K+ 40.35% |
$340K - $352K
|
23.7K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$330K - $342K
|
6.62K
$341K
|
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
6.45K+ 121.8% |
$322K - $333K
|
11.8K
$606K
|