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 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
6.3KNew |
$314K - $325K
|
6.3K
$327K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.29K+ 1.91% |
$314K - $325K
|
335K
$17.4M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.29K+ 1.91% |
$314K - $325K
|
335K
$17.4M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.29KNew |
$313K - $325K
|
6.29K
$326K
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.16KNew |
$307K - $318K
|
6.16K
$320K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.15K+ 415.46% |
$307K - $318K
|
7.63K
$396K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.96K+ 44.52% |
$297K - $308K
|
19.3K
$1M
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.92K+ 1.82% |
$295K - $306K
|
332K
$17.2M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.76K+ 0.4% |
$287K - $297K
|
1.43M
$74.3M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.65KNew |
$281K - $291K
|
5.65K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.54KNew |
$276K - $286K
|
5.54K
$287K
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.5K+ 4.36% |
$274K - $284K
|
132K
$6.83M
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
5.49K+ 4.11% |
$273K - $283K
|
139K
$7.21M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
5.41K+ 17.34% |
$270K - $279K
|
36.6K
$1.9M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.38K+ 35.55% |
$268K - $278K
|
20.5K
$1.07M
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.32KNew |
$265K - $275K
|
5.32K
$276K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
5.32KNew |
$265K - $275K
|
5.32K
$276K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.3K+ 55.17% |
$264K - $273K
|
14.9K
$773K
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.28K+ 7.96% |
$263K - $273K
|
71.6K
$3.71M
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
5.28K+ 69.45% |
$263K - $272K
|
12.9K
$668K
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 2.34% |
$261K - $270K
|
229K
$11.9M
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.2KNew |
$259K - $268K
|
5.2K
$270K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.12K+ 3.38% |
$255K - $264K
|
157K
$8.13M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
5.11K+ 28.58% |
$255K - $264K
|
23K
$1.19M
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.11K+ 3.67% |
$255K - $264K
|
144K
$7.48M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.07KNew |
$252K - $261K
|
5.07K
$263K
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.83K+ 2.02% |
$241K - $250K
|
244K
$12.7M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.74K+ 5.48% |
$236K - $245K
|
91.3K
$4.74M
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.6KNew |
$229K - $237K
|
4.6K
$239K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.58KNew |
$228K - $236K
|
4.58K
$238K
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
4.58K+ 14.55% |
$228K - $236K
|
36K
$1.87M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.34KNew |
$216K - $224K
|
4.34K
$225K
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.32KNew |
$216K - $223K
|
4.32K
$224K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.27K+ 10.29% |
$213K - $220K
|
45.8K
$2.37M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.26K+ 34.11% |
$212K - $220K
|
16.8K
$870K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$212K - $220K
|
4.26K
$221K
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.17KNew |
$208K - $215K
|
4.17K
$216K
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
4.16KNew |
$207K - $215K
|
4.16K
$216K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.13K+ 330.0% |
$206K - $213K
|
5.38K
$279K
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.09K+ 3.56% |
$204K - $211K
|
119K
$6.18M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.05KNew |
$202K - $209K
|
4.05K
$210K
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4KNew |
$199K - $206K
|
4K
$208K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.96KNew |
$197K - $204K
|
3.96K
$205K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.95KNew |
$197K - $204K
|
3.95K
$205K
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
3.85K+ 0.8% |
$192K - $199K
|
485K
$25.2M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.82KNew |
$190K - $197K
|
3.82K
$198K
|
|
Aug 12, 2022
Q2 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
3.72K+ 6.08% |
$185K - $192K
|
64.9K
$3.37M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.63KNew |
$181K - $188K
|
3.63K
$189K
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
3.56K+ 23.38% |
$177K - $184K
|
18.8K
$974K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.52K+ 5.17% |
$176K - $182K
|
71.7K
$3.72M
|