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 |
---|---|---|---|---|---|---|---|
Apr 22, 2021
Q1 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-202- 2.45% |
$11K - $11.1K
|
8.06K
$415K
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-203- 0.88% |
$11.1K - $11.2K
|
22.9K
$1.18M
|
|
May 17, 2021
Q1 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-219- 4.78% |
$11.9K - $12.1K
|
4.37K
$225K
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-234- 3.89% |
$12.8K - $12.9K
|
5.79K
$298K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-249- 1.08% |
$13.6K - $13.7K
|
22.9K
$1.18M
|
|
Apr 01, 2021
Q1 2021
|
Thomasville National Bank
|
SELL
|
- |
-267- 3.09% |
$14.6K - $14.7K
|
8.36K
$431K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-279- 11.08% |
$15.2K - $15.4K
|
2.24K
$115K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-290- 0.95% |
$15.8K - $16K
|
30.4K
$1.56M
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-299- 3.13% |
$16.3K - $16.5K
|
9.26K
$477K
|
|
Apr 28, 2021
Q1 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 6.67% |
$16.4K - $16.6K
|
4.2K
$216K
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-300- 87.72% |
$16.4K - $16.6K
|
42
$2.16K
|
|
Apr 15, 2021
Q1 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-300- 0.97% |
$16.4K - $16.6K
|
30.7K
$1.58M
|
|
Apr 15, 2021
Q1 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-314- 2.4% |
$17.1K - $17.3K
|
12.8K
$659K
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-335- 6.81% |
$18.3K - $18.5K
|
4.58K
$236K
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-344- 5.9% |
$18.7K - $19K
|
5.49K
$283K
|
|
May 17, 2021
Q1 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-361- 5.29% |
$19.7K - $19.9K
|
6.46K
$333K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-365Closed |
$19.9K - $20.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-365- 3.25% |
$19.9K - $20.1K
|
10.9K
$560K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-384Closed |
$20.9K - $21.2K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-386Closed |
$21K - $21.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-398- 8.15% |
$21.7K - $22K
|
4.48K
$231K
|
|
May 12, 2021
Q1 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-400- 3.36% |
$21.8K - $22.1K
|
11.5K
$592K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-420- 1.0% |
$22.9K - $23.2K
|
41.7K
$2.15M
|
|
May 17, 2021
Q1 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-432- 3.37% |
$23.5K - $23.8K
|
12.4K
$638K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-460- 9.57% |
$25.1K - $25.4K
|
4.35K
$224K
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-475- 1.62% |
$25.9K - $26.2K
|
28.8K
$1.48M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-477Closed |
$26K - $26.3K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-479- 7.76% |
$26.1K - $26.4K
|
5.7K
$294K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-490Closed |
$26.7K - $27K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-503Closed |
$27.4K - $27.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-532- 2.86% |
$29K - $29.4K
|
18.1K
$933K
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-548- 0.71% |
$29.9K - $30.2K
|
76.6K
$3.95M
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-572Closed |
$31.2K - $31.6K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-592- 1.29% |
$32.3K - $32.7K
|
45.4K
$2.34M
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-600Closed |
$32.7K - $33.1K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-600Closed |
$32.7K - $33.1K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-600- 0.3% |
$32.7K - $33.1K
|
200K
$10.3M
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-600Closed |
$32.7K - $33.1K
|
0
$0
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-626- 1.19% |
$34.1K - $34.5K
|
52.1K
$2.68M
|
|
May 12, 2021
Q1 2021
|
Financial Life Advisors
|
SELL
|
- |
-631- 3.44% |
$34.4K - $34.8K
|
17.7K
$914K
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-655- 2.71% |
$35.7K - $36.1K
|
23.5K
$1.21M
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-658- 35.76% |
$35.9K - $36.3K
|
1.18K
$60.9K
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
SELL
|
- |
-697- 3.85% |
$38K - $38.5K
|
17.4K
$898K
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-700- 3.78% |
$38.2K - $38.6K
|
17.8K
$919K
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-700- 1.21% |
$38.2K - $38.6K
|
56.9K
$2.93M
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-704- 4.07% |
$38.4K - $38.8K
|
16.6K
$855K
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-725Closed |
$39.5K - $40K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-754- 9.14% |
$41.1K - $41.6K
|
7.49K
$386K
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-763- 5.0% |
$41.6K - $42.1K
|
14.5K
$748K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-770- 6.33% |
$42K - $42.5K
|
11.4K
$587K
|