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 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
53+ 6.07% |
$2.89K - $2.92K
|
926
$47.7K
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
44+ 0.8% |
$2.4K - $2.43K
|
5.56K
$287K
|
|
Aug 04, 2021
Q1 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
42+ 0.59% |
$2.29K - $2.32K
|
7.22K
$372K
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
BUY
|
- |
40+ 0.33% |
$2.18K - $2.21K
|
12.2K
$630K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
39+ 0.09% |
$2.13K - $2.15K
|
44.8K
$2.31M
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35+ 350.0% |
$1.91K - $1.93K
|
45
$2.32K
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 0.32% |
$1.36K - $1.38K
|
7.85K
$405K
|
|
May 05, 2021
Q1 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.31% |
$1.36K - $1.38K
|
8.13K
$419K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
17+ 0.07% |
$927 - $938
|
25K
$1.29M
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.21% |
$872 - $883
|
7.68K
$396K
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13+ 0.34% |
$709 - $717
|
3.83K
$198K
|
|
Apr 12, 2021
Q1 2021
|
Hemington Wealth Management
|
BUY
|
- |
10+ 0.21% |
$545 - $552
|
4.73K
$244K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.09% |
$273 - $276
|
5.28K
$272K
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$218 - $221
|
4.39K
$226K
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3+ 0.01% |
$164 - $166
|
22.5K
$1.16M
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$109 - $110
|
11.7K
$604K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.12% |
$109 - $110
|
1.66K
$85.6K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1New |
$54.5 - $55.2
|
1
$51.5
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.55% |
$54.5 - $55.2
|
182
$9.38K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.07% |
$54.5 - $55.2
|
1.43K
$73.5K
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$54.5 - $55.2
|
18.6K
$960K
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-9- 10.59% |
$491 - $497
|
76
$3.92K
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-9- 0.22% |
$491 - $497
|
4.06K
$209K
|
|
Jun 10, 2021
Q1 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-10- 0.22% |
$545 - $552
|
4.55K
$235K
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-18- 19.78% |
$981 - $993
|
73
$3.76K
|
|
May 14, 2021
Q1 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-20- 0.45% |
$1.09K - $1.1K
|
4.39K
$226K
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-21Closed |
$1.14K - $1.16K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-25- 0.58% |
$1.36K - $1.38K
|
4.26K
$219K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-30Closed |
$1.64K - $1.66K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-40- 0.1% |
$2.18K - $2.21K
|
38.1K
$1.96M
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 0.31% |
$3K - $3.03K
|
17.5K
$904K
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-62- 1.51% |
$3.38K - $3.42K
|
4.03K
$208K
|
|
May 17, 2021
Q1 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-72- 0.72% |
$3.92K - $3.97K
|
9.95K
$513K
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-76- 0.89% |
$4.14K - $4.19K
|
8.44K
$435K
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-76- 0.64% |
$4.14K - $4.19K
|
11.9K
$611K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-76- 0.64% |
$4.14K - $4.19K
|
11.9K
$611K
|
|
Apr 14, 2021
Q1 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-80- 0.76% |
$4.36K - $4.41K
|
10.4K
$537K
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91- 0.98% |
$4.96K - $5.02K
|
9.22K
$475K
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-97- 0.93% |
$5.29K - $5.35K
|
10.3K
$531K
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.55% |
$5.45K - $5.52K
|
2.1K
$108K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-100Closed |
$5.45K - $5.52K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-117- 1.98% |
$6.38K - $6.45K
|
5.78K
$298K
|
|
Apr 19, 2021
Q1 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-124- 0.26% |
$6.76K - $6.84K
|
48.1K
$2.48M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-135- 27.89% |
$7.36K - $7.45K
|
349
$18K
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-143- 0.75% |
$7.79K - $7.89K
|
18.9K
$975K
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-160- 0.29% |
$8.72K - $8.83K
|
54.1K
$2.79M
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
SELL
|
- |
-170- 14.35% |
$9.27K - $9.38K
|
1.02K
$52.3K
|
|
Dec 19, 2024
Q1 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-190- 2.52% |
$10.4K - $10.5K
|
7.34K
$378K
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-196Closed |
$10.7K - $10.8K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 4.18% |
$10.9K - $11K
|
4.59K
$236K
|