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 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-74- 1.01% |
$3.69K - $3.82K
|
7.23K
$373K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-86- 0.9% |
$4.29K - $4.44K
|
9.49K
$489K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-87Closed |
$4.34K - $4.49K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-91Closed |
$4.54K - $4.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-94- 13.54% |
$4.68K - $4.85K
|
600
$30.9K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-98- 21.03% |
$4.88K - $5.06K
|
368
$19K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-101- 30.89% |
$5.03K - $5.21K
|
226
$11.6K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-130- 1.25% |
$6.48K - $6.71K
|
10.3K
$531K
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-130- 1.29% |
$6.48K - $6.71K
|
9.91K
$511K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-131- 19.21% |
$6.53K - $6.76K
|
551
$28.4K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-139- 94.56% |
$6.93K - $7.18K
|
8
$412
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-146- 31.47% |
$7.28K - $7.54K
|
318
$16.4K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 53.26% |
$7.33K - $7.59K
|
129
$6.65K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160Closed |
$7.97K - $8.26K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-173- 1.58% |
$8.62K - $8.93K
|
10.8K
$556K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-178- 0.37% |
$8.87K - $9.19K
|
47.4K
$2.45M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-182- 0.8% |
$9.07K - $9.39K
|
22.5K
$1.16M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-187- 0.97% |
$9.32K - $9.65K
|
19.1K
$986K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.75% |
$9.52K - $9.86K
|
10.7K
$553K
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-196- 0.71% |
$9.77K - $10.1K
|
27.3K
$1.41M
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-205- 44.09% |
$10.2K - $10.6K
|
260
$13.4K
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-207- 1.11% |
$10.3K - $10.7K
|
18.4K
$949K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-213Closed |
$10.6K - $11K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-248- 3.19% |
$12.4K - $12.8K
|
7.53K
$388K
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-250- 13.51% |
$12.5K - $12.9K
|
1.6K
$82.5K
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-253- 0.17% |
$12.6K - $13.1K
|
145K
$7.48M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-265- 2.44% |
$13.2K - $13.7K
|
10.6K
$546K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-266- 80.61% |
$13.3K - $13.7K
|
64
$3.3K
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-287- 5.2% |
$14.3K - $14.8K
|
5.23K
$270K
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-300- 5.24% |
$15K - $15.5K
|
5.43K
$280K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-303- 2.59% |
$15.1K - $15.6K
|
11.4K
$586K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-323- 14.37% |
$16.1K - $16.7K
|
1.92K
$99.2K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-329- 4.91% |
$16.4K - $17K
|
6.38K
$329K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-337- 1.25% |
$16.8K - $17.4K
|
26.7K
$1.38M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-343- 4.77% |
$17.1K - $17.7K
|
6.85K
$353K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-345- 0.77% |
$17.2K - $17.8K
|
44.4K
$2.29M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-347- 2.36% |
$17.3K - $17.9K
|
14.3K
$739K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-354Closed |
$17.6K - $18.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-355- 3.11% |
$17.7K - $18.3K
|
11.1K
$570K
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-360Closed |
$17.9K - $18.6K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-362Closed |
$18K - $18.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-363Closed |
$18.1K - $18.7K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-367- 0.76% |
$18.3K - $18.9K
|
47.9K
$2.47M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-376- 2.47% |
$18.7K - $19.4K
|
14.8K
$764K
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-384- 4.47% |
$19.1K - $19.8K
|
8.21K
$423K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-385- 7.62% |
$19.2K - $19.9K
|
4.67K
$241K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-400- 0.82% |
$19.9K - $20.6K
|
48.6K
$2.51M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-402- 0.81% |
$20K - $20.8K
|
49.2K
$2.54M
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-413- 7.11% |
$20.6K - $21.3K
|
5.4K
$278K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-415- 4.29% |
$20.7K - $21.4K
|
9.25K
$477K
|