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 |
---|---|---|---|---|---|---|---|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
9.78KNew |
$504K - $527K
|
9.78K
$509K
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.48KNew |
$488K - $511K
|
9.48K
$493K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.45K+ 28.75% |
$487K - $509K
|
42.3K
$2.2M
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
9.29K+ 0.85% |
$479K - $501K
|
1.1M
$57.4M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
9.22K+ 9.49% |
$475K - $496K
|
106K
$5.53M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.21KNew |
$474K - $496K
|
9.21K
$479K
|
|
May 12, 2022
Q1 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
9.08K+ 17.4% |
$467K - $489K
|
61.2K
$3.18M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.05K+ 96.74% |
$466K - $487K
|
18.4K
$957K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.85K+ 5.71% |
$456K - $477K
|
164K
$8.52M
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
8.83KNew |
$455K - $476K
|
8.83K
$459K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.77K+ 16.26% |
$451K - $472K
|
62.7K
$3.26M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8.5K+ 22.68% |
$438K - $458K
|
46K
$2.39M
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
8.2KNew |
$422K - $442K
|
8.2K
$427K
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
8KNew |
$412K - $431K
|
8K
$416K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
7.78K+ 18.56% |
$400K - $419K
|
49.7K
$2.58M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.73K+ 10.26% |
$398K - $416K
|
83K
$4.32M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.56K+ 124.47% |
$389K - $407K
|
13.6K
$709K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.48KNew |
$385K - $403K
|
7.48K
$389K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.46K+ 243.84% |
$384K - $402K
|
10.5K
$548K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.32K+ 18.17% |
$377K - $394K
|
47.6K
$2.48M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.31KNew |
$377K - $394K
|
7.31K
$380K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.3K+ 9.43% |
$376K - $393K
|
84.7K
$4.41M
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
7.1K+ 9.86% |
$366K - $383K
|
79.2K
$4.12M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.08K+ 9.04% |
$365K - $381K
|
85.4K
$4.44M
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
7.06K+ 3.58% |
$364K - $380K
|
204K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
6.98K+ 6.47% |
$360K - $376K
|
115K
$5.98M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.98KNew |
$359K - $376K
|
6.98K
$363K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.92K+ 27.42% |
$356K - $373K
|
32.1K
$1.67M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.91K+ 2.87% |
$356K - $372K
|
248K
$12.9M
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.83KNew |
$352K - $368K
|
6.83K
$355K
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
6.78K+ 2.37% |
$349K - $365K
|
293K
$15.3M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.62KNew |
$341K - $356K
|
6.62K
$344K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.55K+ 6.87% |
$337K - $353K
|
102K
$5.3M
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.5KNew |
$335K - $350K
|
6.5K
$338K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.47KNew |
$333K - $349K
|
6.47K
$337K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
6.46KNew |
$332K - $348K
|
6.46K
$336K
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.42K+ 14.86% |
$330K - $346K
|
49.6K
$2.58M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.4KNew |
$329K - $344K
|
6.4K
$333K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6.35K+ 195.48% |
$327K - $342K
|
9.6K
$500K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.29KNew |
$324K - $339K
|
6.29K
$327K
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.26K+ 5.22% |
$322K - $337K
|
126K
$6.56M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.2K+ 19.11% |
$319K - $334K
|
38.7K
$2.01M
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
6.09KNew |
$314K - $328K
|
6.09K
$317K
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
6.05K+ 3.04% |
$311K - $326K
|
205K
$10.7M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.84K+ 47.31% |
$300K - $314K
|
18.2K
$945K
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
5.81KNew |
$299K - $313K
|
5.81K
$302K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.73KNew |
$295K - $309K
|
5.73K
$298K
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.73KNew |
$295K - $308K
|
5.73K
$298K
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.71K+ 54.41% |
$294K - $307K
|
16.2K
$842K
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$289K - $302K
|
5.61K
$292K
|