Purchases and Sales Made in Q1 2021 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 2021. 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 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.36M+ 40.34% |
$510M - $517M
|
32.6M
$1.68B
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.58M+ 32.41% |
$141M - $142M
|
10.5M
$543M
|
|
May 14, 2021
Q1 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.22M+ 44.77% |
$121M - $123M
|
7.18M
$370M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.86M+ 31.52% |
$101M - $103M
|
7.76M
$400M
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
BUY
|
- |
1.83M+ 994.25% |
$99.9M - $101M
|
2.02M
$104M
|
|
May 14, 2021
Q1 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.74M+ 23.54% |
$95M - $96.2M
|
9.15M
$472M
|
|
May 06, 2021
Q1 2021
|
Matson Money. Inc.
|
BUY
|
- |
1.43M+ 14.02% |
$77.9M - $78.9M
|
11.6M
$599M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
1.07M+ 68.49% |
$58.4M - $59.1M
|
2.64M
$136M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
952K+ 31.63% |
$51.9M - $52.5M
|
3.96M
$204M
|
|
May 26, 2021
Q1 2021
|
Members Trust CO
|
BUY
|
- |
819K+ 10.29% |
$44.6M - $45.2M
|
8.78M
$452M
|
|
May 26, 2021
Q1 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
778KNew |
$42.4M - $42.9M
|
778K
$40.1M
|
|
May 06, 2021
Q1 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
753K+ 39.95% |
$41M - $41.5M
|
2.64M
$136M
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
BUY
|
- |
731K+ 5117.02% |
$39.8M - $40.3M
|
745K
$38.4M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
646K+ 31.52% |
$35.2M - $35.6M
|
2.7M
$139M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
596K+ 38.55% |
$32.5M - $32.9M
|
2.14M
$110M
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
555K+ 712.74% |
$30.2M - $30.6M
|
633K
$32.6M
|
|
Nov 16, 2023
Q1 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
535K+ 358.96% |
$29.2M - $29.5M
|
684K
$35.3M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
461K+ 40.41% |
$25.1M - $25.4M
|
1.6M
$82.5M
|
|
Mar 23, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
455K+ 29.31% |
$24.8M - $25.1M
|
2.01M
$103M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
356K+ 7.6% |
$19.4M - $19.6M
|
5.04M
$260M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
344K+ 49.72% |
$18.8M - $19M
|
1.04M
$53.4M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
337K+ 33.82% |
$18.3M - $18.6M
|
1.33M
$68.6M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
331K+ 433.29% |
$18M - $18.2M
|
407K
$21M
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
326K+ 46.45% |
$17.7M - $18M
|
1.03M
$52.9M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
320K+ 6.47% |
$17.4M - $17.7M
|
5.27M
$272M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
306K+ 16.16% |
$16.7M - $16.9M
|
2.2M
$113M
|
|
Apr 13, 2021
Q1 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
294K+ 248.37% |
$16M - $16.2M
|
412K
$21.2M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
292K+ 5.75% |
$15.9M - $16.1M
|
5.37M
$277M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
279K+ 105.24% |
$15.2M - $15.4M
|
544K
$28.1M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
274K+ 5.83% |
$14.9M - $15.1M
|
4.96M
$256M
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268KNew |
$14.6M - $14.8M
|
268K
$13.8M
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268KNew |
$14.6M - $14.8M
|
268K
$13.8M
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
262K+ 2.08% |
$14.3M - $14.5M
|
12.9M
$665M
|
|
Apr 15, 2021
Q1 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
240K+ 139.2% |
$13.1M - $13.3M
|
413K
$21.3M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
234K+ 32.52% |
$12.7M - $12.9M
|
952K
$49.1M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
215K+ 73.41% |
$11.7M - $11.9M
|
509K
$26.2M
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
203K+ 397.11% |
$11.1M - $11.2M
|
254K
$13.1M
|
|
Apr 12, 2021
Q1 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
202K+ 1528.41% |
$11M - $11.1M
|
215K
$11.1M
|
|
May 06, 2021
Q1 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
193KNew |
$10.5M - $10.7M
|
193K
$9.97M
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
184K+ 1728.85% |
$10M - $10.1M
|
194K
$10M
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
168KNew |
$9.15M - $9.27M
|
168K
$8.66M
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
168KNew |
$9.14M - $9.26M
|
168K
$8.65M
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
166K+ 50.19% |
$9.06M - $9.17M
|
498K
$25.6M
|
|
Jan 09, 2024
Q1 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
166K+ 5334.12% |
$9.04M - $9.15M
|
169K
$8.71M
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
164KNew |
$8.96M - $9.07M
|
164K
$8.48M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
159K+ 67.06% |
$8.65M - $8.75M
|
395K
$20.4M
|
|
May 14, 2021
Q1 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
151K+ 32.79% |
$8.22M - $8.32M
|
611K
$31.5M
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
150K+ 458.3% |
$8.19M - $8.29M
|
183K
$9.43M
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
148K+ 13.46% |
$8.07M - $8.17M
|
1.25M
$64.3M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146K+ 29.9% |
$7.93M - $8.03M
|
632K
$32.6M
|