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 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-416- 34.41% |
$20.7K - $21.5K
|
793
$40.9K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-417- 2.45% |
$20.8K - $21.5K
|
16.6K
$855K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-436- 8.38% |
$21.7K - $22.5K
|
4.76K
$246K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-448- 46.62% |
$22.3K - $23.1K
|
513
$26.4K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-450Closed |
$22.4K - $23.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-465- 1.39% |
$23.2K - $24K
|
32.9K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-494- 4.06% |
$24.6K - $25.5K
|
11.7K
$601K
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 1.53% |
$24.9K - $25.8K
|
32.3K
$1.66M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-504- 10.51% |
$25.1K - $26K
|
4.29K
$221K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-510- 3.12% |
$25.4K - $26.3K
|
15.8K
$816K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-530- 1.42% |
$26.4K - $27.4K
|
36.9K
$1.9M
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-535Closed |
$26.7K - $27.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-550- 2.84% |
$27.4K - $28.4K
|
18.9K
$972K
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-550- 8.09% |
$27.4K - $28.4K
|
6.25K
$322K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-571- 2.56% |
$28.5K - $29.5K
|
21.8K
$1.12M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-598Closed |
$29.8K - $30.9K
|
0
$0
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-613- 4.17% |
$30.6K - $31.6K
|
14.1K
$725K
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-620- 1.45% |
$30.9K - $32K
|
42K
$2.17M
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-630- 8.0% |
$31.4K - $32.5K
|
7.25K
$373K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-631- 8.95% |
$31.4K - $32.6K
|
6.42K
$331K
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-647- 0.53% |
$32.2K - $33.4K
|
122K
$6.28M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-666- 30.92% |
$33.2K - $34.4K
|
1.49K
$76.7K
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-668- 4.56% |
$33.3K - $34.5K
|
14K
$721K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-680- 0.33% |
$33.9K - $35.1K
|
204K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-680- 7.35% |
$33.9K - $35.1K
|
8.58K
$442K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-693- 9.49% |
$34.5K - $35.8K
|
6.61K
$341K
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-705- 0.77% |
$35.1K - $36.4K
|
90.9K
$4.69M
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-706- 0.77% |
$35.2K - $36.4K
|
90.5K
$4.66M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-707- 8.76% |
$35.2K - $36.5K
|
7.36K
$380K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-714- 2.58% |
$35.6K - $36.9K
|
26.9K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-718- 11.31% |
$35.8K - $37.1K
|
5.63K
$290K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-770- 3.31% |
$38.4K - $39.7K
|
22.5K
$1.16M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-776- 11.06% |
$38.7K - $40.1K
|
6.24K
$322K
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-784- 2.28% |
$39.1K - $40.5K
|
33.7K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-792- 18.4% |
$39.5K - $40.9K
|
3.51K
$181K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-795- 2.14% |
$39.6K - $41K
|
36.4K
$1.87M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-800- 6.56% |
$39.9K - $41.3K
|
11.4K
$587K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-824- 8.69% |
$41.1K - $42.5K
|
8.66K
$446K
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-829- 11.89% |
$41.3K - $42.8K
|
6.15K
$317K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-838- 1.65% |
$41.8K - $43.3K
|
49.9K
$2.57M
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-850- 48.57% |
$42.4K - $43.9K
|
900
$46.4K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-851Closed |
$42.4K - $43.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-856- 6.16% |
$42.7K - $44.2K
|
13K
$672K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-866Closed |
$43.2K - $44.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-877- 1.54% |
$43.7K - $45.3K
|
56.1K
$2.89M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-881- 6.18% |
$43.9K - $45.5K
|
13.4K
$689K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-898- 8.53% |
$44.8K - $46.4K
|
9.63K
$496K
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-934- 0.16% |
$46.6K - $48.2K
|
592K
$30.5M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-946- 5.1% |
$47.1K - $48.8K
|
17.6K
$907K
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-951- 7.37% |
$47.4K - $49.1K
|
12K
$616K
|