Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-359- 0.24% |
$18.5K - $19.3K
|
152K
$7.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-370- 0.75% |
$19.1K - $19.9K
|
49.1K
$2.55M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-385- 3.15% |
$19.8K - $20.7K
|
11.8K
$616K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-408- 8.37% |
$21K - $22K
|
4.47K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-410- 0.45% |
$21.1K - $22.1K
|
91.6K
$4.77M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-414- 0.09% |
$21.3K - $22.3K
|
481K
$25M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-417- 73.16% |
$21.5K - $22.5K
|
153
$7.96K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-417Closed |
$21.5K - $22.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-420- 40.7% |
$21.6K - $22.6K
|
612
$31.8K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-422- 26.95% |
$21.7K - $22.7K
|
1.14K
$59.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-422- 1.57% |
$21.7K - $22.7K
|
26.4K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-423- 11.4% |
$21.8K - $22.8K
|
3.29K
$171K
|
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-428- 3.4% |
$22K - $23.1K
|
12.2K
$633K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-455- 2.6% |
$23.4K - $24.5K
|
17K
$885K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-475- 86.36% |
$24.5K - $25.6K
|
75
$3.9K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-492- 41.91% |
$25.3K - $26.5K
|
682
$35.5K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-520- 12.9% |
$26.8K - $28K
|
3.51K
$183K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-555- 1.66% |
$28.6K - $29.9K
|
32.8K
$1.71M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-566- 4.4% |
$29.1K - $30.5K
|
12.3K
$639K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-569- 0.49% |
$29.3K - $30.6K
|
116K
$6.03M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-570- 33.93% |
$29.3K - $30.7K
|
1.11K
$57.7K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-572- 5.63% |
$29.5K - $30.8K
|
9.58K
$498K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-600- 10.61% |
$30.9K - $32.3K
|
5.05K
$263K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-614- 1.63% |
$31.6K - $33.1K
|
37.2K
$1.93M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-621- 3.19% |
$32K - $33.4K
|
18.8K
$979K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-634- 1.58% |
$32.6K - $34.1K
|
39.4K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-645- 0.39% |
$33.2K - $34.7K
|
166K
$8.64M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-666- 13.83% |
$34.3K - $35.9K
|
4.15K
$216K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-668- 10.56% |
$34.4K - $36K
|
5.66K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-736- 12.46% |
$37.9K - $39.6K
|
5.17K
$269K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-740- 2.41% |
$38.1K - $39.9K
|
30K
$1.56M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-797Closed |
$41K - $42.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-804Closed |
$41.4K - $43.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-825- 5.15% |
$42.5K - $44.4K
|
15.2K
$791K
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-864- 1.91% |
$44.5K - $46.5K
|
44.3K
$2.3M
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-875- 13.69% |
$45.1K - $47.1K
|
5.52K
$287K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-877- 3.19% |
$45.2K - $47.2K
|
26.6K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-891- 4.62% |
$45.9K - $48K
|
18.4K
$957K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-893- 4.49% |
$46K - $48.1K
|
19K
$988K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-901- 0.47% |
$46.4K - $48.5K
|
192K
$10M
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-924- 10.21% |
$47.6K - $49.8K
|
8.13K
$423K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-950- 7.27% |
$48.9K - $51.2K
|
12.1K
$630K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-960- 2.86% |
$49.4K - $51.7K
|
32.6K
$1.7M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1KClosed |
$51.5K - $53.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 36.36% |
$51.5K - $53.9K
|
1.75K
$91K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.01K- 12.13% |
$51.9K - $54.3K
|
7.3K
$380K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 20.24% |
$52.5K - $54.9K
|
4.02K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.03K- 1.23% |
$53K - $55.5K
|
82.4K
$4.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.04K- 13.23% |
$53.7K - $56.2K
|
6.84K
$356K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
SELL
|
- |
-1.05K- 0.44% |
$53.9K - $56.4K
|
238K
$12.4M
|