Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 11, 2022 Q2 2022
Ivc Wealth Advisors LLC

BUY
 -
3.51K
+ 7.5%
$175K - $181K
50.4K $2.6M
Jul 21, 2022 Q2 2022
Shore Point Advisors, LLC

BUY
 -
3.5K
+ 4.13%
$174K - $181K
88.2K $4.55M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
3.37K
+ 1.85%
$168K - $174K
185K $9.56M
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
3.35K
+ 84.76%
$167K - $173K
7.3K $376K
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
3.32K
+ 2.75%
$165K - $171K
124K $6.39M
Aug 01, 2022 Q2 2022
Cabot Wealth Management Inc

BUY
 -
3.28K
+ 17.2%
$163K - $169K
22.3K $1.15M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
3.21K
+ 48.54%
$160K - $166K
9.83K $507K
Aug 09, 2022 Q2 2022
Dmg Group, LLC

Birmingham, AL
BUY
 -
3.05K
+ 35.55%
$152K - $157K
11.6K $599K
Aug 04, 2022 Q2 2022
Slate Stone Wealth, LLC

BUY
 -
3.05K
+ 59.09%
$152K - $157K
8.2K $423K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
2.94K
New
$146K - $152K
2.94K $151K
Aug 03, 2022 Q2 2022
Bull Street Advisors, LLC

BUY
 -
2.88K
+ 2.95%
$143K - $148K
100K $5.17M
Jul 28, 2022 Q2 2022
Guidance Point Advisors, LLC

BUY
 -
2.86K
+ 8.78%
$143K - $148K
35.5K $1.83M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
2.77K
+ 5.55%
$138K - $143K
52.6K $2.71M
Jul 29, 2022 Q2 2022
Parsons Capital Management Inc

BUY
 -
2.6K
+ 55.05%
$130K - $134K
7.32K $377K
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

BUY
 -
2.58K
+ 24.7%
$128K - $133K
13K $671K
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
2.35K
New
$117K - $121K
2.35K $121K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

BUY
 -
2.3K
+ 1.59%
$114K - $119K
147K $7.59M
Aug 12, 2022 Q2 2022
New World Advisors LLC

Hingham, MA
BUY
 -
2.23K
+ 3.33%
$111K - $115K
69.1K $3.56M
Aug 15, 2022 Q2 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
2.03K
+ 0.82%
$101K - $105K
250K $12.9M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.99K
+ 7.07%
$99.2K - $103K
30.1K $1.55M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.96K
+ 0.39%
$97.9K - $101K
511K $26.3M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

BUY
 -
1.95K
+ 4.75%
$97.4K - $101K
43.1K $2.22M
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.83K
+ 5.11%
$91.4K - $94.6K
37.7K $1.94M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.81K
New
$90.4K - $93.6K
1.81K $93.5K
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.78K
+ 31.76%
$88.8K - $91.9K
7.39K $381K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
1.75K
+ 15.29%
$87.4K - $90.5K
13.2K $682K
Jul 20, 2022 Q2 2022
Life Planning Partners, Inc

BUY
 -
1.69K
New
$84.2K - $87.2K
1.69K $87.1K
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
1.68K
+ 15.53%
$83.5K - $86.5K
12.5K $642K
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
1.63K
+ 2.26%
$81.2K - $84.1K
73.7K $3.8M
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.61K
+ 43.38%
$80K - $82.9K
5.31K $273K
Jul 21, 2022 Q2 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
1.6K
+ 5.04%
$79.5K - $82.4K
33.2K $1.71M
Aug 08, 2022 Q2 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.58K
+ 13.77%
$78.5K - $81.4K
13K $671K
Jul 12, 2022 Q2 2022
Optimum Investment Advisors

BUY
 -
1.5K
+ 5.89%
$74.8K - $77.4K
27K $1.39M
Aug 15, 2022 Q2 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.47K
+ 14.95%
$73.3K - $75.9K
11.3K $582K
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
1.46K
+ 9.72%
$72.8K - $75.4K
16.5K $850K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.41K
+ 10.07%
$70.4K - $72.9K
15.4K $795K
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

BUY
 -
1.41K
+ 11.88%
$70.2K - $72.7K
13.3K $683K
Aug 02, 2022 Q2 2022
Kovitz Investment Group Partners, LLC

BUY
 -
1.33K
+ 14.42%
$66.3K - $68.7K
10.6K $544K
Aug 15, 2022 Q2 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.31K
+ 1.84%
$65.3K - $67.6K
72.5K $3.74M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.3K
+ 7.55%
$64.8K - $67.1K
18.5K $954K
Jul 25, 2022 Q2 2022
Highview Capital Management LLC

BUY
 -
1.3K
+ 13.26%
$64.6K - $67K
11.1K $571K
Aug 01, 2022 Q2 2022
Goelzer Investment Management, Inc.

BUY
 -
1.26K
+ 0.6%
$63K - $65.2K
212K $10.9M
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
1.22K
+ 10.23%
$60.6K - $62.8K
13.1K $675K
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
1.16K
New
$57.6K - $59.6K
1.16K $59.5K
Aug 08, 2022 Q2 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
1.05K
+ 0.46%
$52.3K - $54.2K
228K $11.7M
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

BUY
 -
1.03K
+ 14.14%
$51.5K - $53.4K
8.35K $430K
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
1.02K
+ 11.71%
$50.6K - $52.4K
9.7K $500K
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

BUY
 -
1K
+ 7.4%
$49.8K - $51.6K
14.5K $748K
Jul 22, 2022 Q2 2022
Matthew Goff Investment Advisor, LLC

BUY
 -
989
+ 9.94%
$49.3K - $51.1K
10.9K $564K

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