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
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
984+ 18.7% |
$49K - $50.8K
|
6.25K
$322K
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
955+ 3.25% |
$47.6K - $49.3K
|
30.3K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
945+ 14.78% |
$47.1K - $48.8K
|
7.34K
$378K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
944+ 1.94% |
$47K - $48.7K
|
49.6K
$2.55M
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
906+ 5.46% |
$45.2K - $46.8K
|
17.5K
$902K
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
881+ 1.7% |
$43.9K - $45.5K
|
52.7K
$2.72M
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
766+ 7.72% |
$38.2K - $39.5K
|
10.7K
$551K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
752New |
$37.5K - $38.8K
|
752
$38.8K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
741+ 14.34% |
$36.9K - $38.3K
|
5.91K
$305K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
740+ 1.67% |
$36.9K - $38.2K
|
45.2K
$2.33M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
700New |
$34.9K - $36.1K
|
700
$36.1K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
688+ 7.75% |
$34.3K - $35.5K
|
9.57K
$493K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
635+ 9.39% |
$31.6K - $32.8K
|
7.4K
$381K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 6.84% |
$31.4K - $32.5K
|
9.84K
$507K
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
629+ 2.28% |
$31.3K - $32.5K
|
28.2K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
BUY
|
- |
625+ 3.47% |
$31.2K - $32.3K
|
18.6K
$960K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
618+ 3.69% |
$30.8K - $31.9K
|
17.4K
$894K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
593New |
$29.6K - $30.6K
|
593
$30.6K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
570New |
$28.4K - $29.4K
|
570
$29.4K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
560+ 0.94% |
$27.9K - $28.9K
|
59.9K
$3.09M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
535+ 24.47% |
$26.7K - $27.6K
|
2.72K
$140K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
528+ 2.36% |
$26.3K - $27.3K
|
22.9K
$1.18M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
508+ 0.13% |
$25.3K - $26.2K
|
379K
$19.6M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
494+ 80.72% |
$24.6K - $25.5K
|
1.11K
$57K
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
491+ 0.88% |
$24.5K - $25.3K
|
56.2K
$2.9M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
468+ 10.89% |
$23.3K - $24.2K
|
4.77K
$246K
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
450+ 10.23% |
$22.4K - $23.2K
|
4.85K
$250K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
412+ 82.07% |
$20.5K - $21.3K
|
914
$47.1K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
410New |
$20.4K - $21.2K
|
410
$21.1K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
333+ 8.27% |
$16.6K - $17.2K
|
4.36K
$225K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
331+ 1.38% |
$16.5K - $17.1K
|
24.3K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
311+ 3.35% |
$15.5K - $16.1K
|
9.6K
$495K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
310New |
$15.5K - $16K
|
310
$16K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15K - $15.5K
|
300
$15.5K
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
248+ 2.87% |
$12.4K - $12.8K
|
8.89K
$458K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
228+ 0.86% |
$11.4K - $11.8K
|
26.8K
$1.38M
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
217+ 1.54% |
$10.8K - $11.2K
|
14.3K
$736K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
188New |
$9.37K - $9.7K
|
188
$9.69K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
180+ 3.21% |
$8.97K - $9.29K
|
5.79K
$298K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
173+ 1.5% |
$8.62K - $8.93K
|
11.7K
$601K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
158+ 0.76% |
$7.87K - $8.16K
|
20.9K
$1.08M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147New |
$7.33K - $7.59K
|
147
$7.58K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
133+ 0.11% |
$6.63K - $6.87K
|
126K
$6.48M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
126New |
$6.28K - $6.5K
|
126
$6.49K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
125+ 7.03% |
$6.23K - $6.45K
|
1.9K
$98.1K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
93New |
$4.64K - $4.8K
|
93
$4.79K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
76+ 6.85% |
$3.79K - $3.92K
|
1.19K
$61.1K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
64+ 0.94% |
$3.19K - $3.3K
|
6.89K
$355K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
56+ 5.85% |
$2.79K - $2.89K
|
1.01K
$52.3K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
52+ 0.42% |
$2.59K - $2.68K
|
12.3K
$635K
|