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 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.51K- 32.7% |
$335K - $350K
|
13.4K
$696K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-6.6K- 17.85% |
$340K - $355K
|
30.4K
$1.58M
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.62KClosed |
$341K - $356K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.65KClosed |
$342K - $358K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.76K- 45.58% |
$348K - $364K
|
8.07K
$420K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.79K- 12.52% |
$350K - $366K
|
47.5K
$2.47M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-6.82K- 20.7% |
$351K - $367K
|
26.1K
$1.36M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.88K- 7.5% |
$354K - $371K
|
84.9K
$4.42M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.91KClosed |
$356K - $372K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.95KClosed |
$358K - $374K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-7.05K- 6.91% |
$363K - $380K
|
95.1K
$4.95M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7.07K- 27.22% |
$364K - $381K
|
18.9K
$983K
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-7.13K- 1.27% |
$367K - $384K
|
555K
$28.8M
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.15K- 49.84% |
$368K - $385K
|
7.19K
$374K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.17K- 25.12% |
$369K - $386K
|
21.4K
$1.11M
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-7.19KClosed |
$370K - $387K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7.27KClosed |
$374K - $391K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-7.68K- 28.21% |
$395K - $413K
|
19.5K
$1.02M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.84KClosed |
$404K - $422K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.95K- 56.56% |
$409K - $428K
|
6.11K
$318K
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-7.99K- 5.94% |
$412K - $431K
|
127K
$6.59M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8K- 1.27% |
$412K - $431K
|
621K
$32.3M
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-8.06KClosed |
$415K - $434K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.25KClosed |
$425K - $444K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-8.52K- 3.44% |
$438K - $459K
|
239K
$12.4M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.54K- 64.91% |
$440K - $460K
|
4.62K
$240K
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-8.6K- 3.79% |
$443K - $463K
|
218K
$11.3M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.84K- 5.9% |
$455K - $476K
|
141K
$7.33M
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-8.97KClosed |
$462K - $483K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.97K- 16.53% |
$462K - $483K
|
45.3K
$2.35M
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-9K- 48.08% |
$463K - $485K
|
9.72K
$506K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.07KClosed |
$467K - $489K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.25K- 86.35% |
$476K - $498K
|
1.46K
$76.1K
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9.4K- 48.7% |
$484K - $506K
|
9.9K
$515K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.41KClosed |
$484K - $507K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-9.44KClosed |
$486K - $509K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.48KClosed |
$488K - $511K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9.62KClosed |
$495K - $518K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.65K- 14.98% |
$497K - $520K
|
54.7K
$2.85M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.66K- 54.48% |
$497K - $520K
|
8.07K
$420K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.71KClosed |
$500K - $523K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.73KClosed |
$501K - $524K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.1K- 34.29% |
$518K - $542K
|
19.3K
$1M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-10.1K- 2.92% |
$519K - $543K
|
335K
$17.4M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10.1K- 56.3% |
$522K - $546K
|
7.87K
$410K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-10.3K- 66.09% |
$530K - $554K
|
5.28K
$275K
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-10.5K- 32.28% |
$543K - $568K
|
22.1K
$1.15M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10.6K- 9.76% |
$545K - $570K
|
97.8K
$5.09M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-10.7K- 4.14% |
$550K - $576K
|
248K
$12.9M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.7KClosed |
$553K - $578K
|
0
$0
|