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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
52+ 3.04% |
$2.59K - $2.68K
|
1.77K
$91K
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
51+ 0.38% |
$2.54K - $2.63K
|
13.4K
$692K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.29K - $2.37K
|
46
$2.37K
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
41+ 0.43% |
$2.04K - $2.12K
|
9.55K
$492K
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
40+ 0.71% |
$1.99K - $2.06K
|
5.7K
$294K
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
34+ 0.41% |
$1.69K - $1.76K
|
8.3K
$428K
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
32+ 3.05% |
$1.59K - $1.65K
|
1.08K
$55.7K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$1.59K - $1.65K
|
32
$1.65K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
21+ 0.32% |
$1.05K - $1.08K
|
6.59K
$340K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 0.43% |
$997 - $1.03K
|
4.69K
$242K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 0.03% |
$997 - $1.03K
|
79K
$4.07M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.03% |
$548 - $568
|
42.3K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.42% |
$349 - $361
|
1.66K
$85.3K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.23% |
$299 - $310
|
2.65K
$136K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
6+ 1.43% |
$299 - $310
|
425
$21.9K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5+ 0.09% |
$249 - $258
|
5.75K
$296K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.24% |
$249 - $258
|
2.07K
$107K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.46% |
$199 - $206
|
879
$45.3K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.09% |
$150 - $155
|
3.52K
$181K
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3+ 0.08% |
$150 - $155
|
3.99K
$206K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.53% |
$150 - $155
|
573
$29.5K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.44% |
$150 - $155
|
678
$34.9K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.25% |
$150 - $155
|
1.19K
$61.1K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.3% |
$99.7 - $103
|
658
$33.9K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.05% |
$99.7 - $103
|
4.28K
$221K
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.01% |
$49.8 - $51.6
|
8.13K
$419K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.54% |
$49.8 - $51.6
|
186
$9.59K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$49.8 - $51.6
|
1.46K
$75.1K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$49.8 - $51.6
|
1.56K
$80.5K
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.02% |
$49.8 - $51.6
|
4.23K
$218K
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2- 0.02% |
$99.7 - $103
|
8.07K
$416K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-2- 0.02% |
$99.7 - $103
|
8.2K
$423K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4Closed |
$199 - $206
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6Closed |
$299 - $310
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10- 0.15% |
$498 - $516
|
6.6K
$340K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.31% |
$947 - $981
|
6.09K
$314K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 1.92% |
$1.1K - $1.14K
|
1.12K
$57.8K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23Closed |
$1.15K - $1.19K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-27- 0.49% |
$1.35K - $1.39K
|
5.45K
$281K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-27- 0.15% |
$1.35K - $1.39K
|
18.5K
$955K
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-30- 0.3% |
$1.5K - $1.55K
|
9.82K
$506K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-33Closed |
$1.64K - $1.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-40- 0.7% |
$1.99K - $2.06K
|
5.65K
$291K
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-50Closed |
$2.49K - $2.58K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-50Closed |
$2.49K - $2.58K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-57Closed |
$2.84K - $2.94K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-68- 7.37% |
$3.39K - $3.51K
|
855
$44.1K
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-70- 0.6% |
$3.49K - $3.61K
|
11.5K
$593K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-70- 0.74% |
$3.49K - $3.61K
|
9.43K
$486K
|