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 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.19K- 28.03% |
$113K - $118K
|
5.61K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.19K- 16.75% |
$113K - $118K
|
10.9K
$565K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.28K- 17.75% |
$118K - $123K
|
10.6K
$551K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.28K- 17.75% |
$118K - $123K
|
10.6K
$551K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.35K- 1.24% |
$121K - $126K
|
186K
$9.69M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.4K- 1.2% |
$123K - $129K
|
198K
$10.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 5.24% |
$124K - $129K
|
43.4K
$2.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-2.42K- 2.36% |
$124K - $130K
|
100K
$5.21M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.48K- 8.09% |
$128K - $133K
|
28.1K
$1.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 11.4% |
$128K - $134K
|
19.3K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.52K- 6.35% |
$130K - $136K
|
37.2K
$1.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.57K- 22.94% |
$132K - $139K
|
8.64K
$449K
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.65K- 4.45% |
$136K - $143K
|
56.8K
$2.96M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.66K- 15.59% |
$137K - $143K
|
14.4K
$748K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.72K- 33.61% |
$140K - $147K
|
5.38K
$280K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.74K- 10.78% |
$141K - $148K
|
22.7K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.85K- 0.78% |
$147K - $154K
|
362K
$18.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-3K- 2.5% |
$154K - $162K
|
117K
$6.09M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3K- 53.22% |
$155K - $162K
|
2.64K
$137K
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.11K- 2.8% |
$160K - $168K
|
108K
$5.61M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.12K- 3.28% |
$161K - $168K
|
92K
$4.79M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 14.46% |
$161K - $169K
|
18.5K
$964K
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-3.13K- 36.88% |
$161K - $169K
|
5.36K
$279K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.16K- 17.75% |
$163K - $170K
|
14.7K
$762K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.18K- 80.85% |
$164K - $171K
|
753
$39.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.35K- 8.51% |
$173K - $180K
|
36K
$1.87M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.37K- 5.37% |
$174K - $182K
|
59.4K
$3.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-3.45K- 92.17% |
$178K - $186K
|
293
$15.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.51K- 23.41% |
$181K - $189K
|
11.5K
$597K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.62K- 63.15% |
$186K - $195K
|
2.11K
$110K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.67K- 6.13% |
$189K - $198K
|
56.2K
$2.92M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.69K- 5.36% |
$190K - $199K
|
65.3K
$3.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.7K- 3.16% |
$191K - $199K
|
113K
$5.89M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3.72KClosed |
$192K - $201K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.79K- 15.57% |
$195K - $204K
|
20.6K
$1.07M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.81KClosed |
$196K - $205K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.82K- 1.61% |
$197K - $206K
|
233K
$12.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.83KClosed |
$197K - $206K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.84KClosed |
$198K - $207K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.85KClosed |
$198K - $208K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.87KClosed |
$199K - $209K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3.88KClosed |
$200K - $209K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.9KClosed |
$201K - $210K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.96K- 28.66% |
$204K - $213K
|
9.86K
$513K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.98K- 36.21% |
$205K - $215K
|
7.02K
$365K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-4KClosed |
$206K - $215K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-4.02K- 60.99% |
$207K - $216K
|
2.57K
$134K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.03KClosed |
$207K - $217K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-4.21K- 37.11% |
$217K - $227K
|
7.14K
$371K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.25KClosed |
$219K - $229K
|
0
$0
|