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 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-775- 16.6% |
$42.2K - $42.8K
|
3.9K
$201K
|
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-785Closed |
$42.8K - $43.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-798Closed |
$43.5K - $44K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-801- 0.64% |
$43.7K - $44.2K
|
124K
$6.41M
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-813- 2.28% |
$44.3K - $44.9K
|
34.9K
$1.8M
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-842- 22.2% |
$45.9K - $46.5K
|
2.95K
$152K
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-860- 16.9% |
$46.9K - $47.4K
|
4.23K
$218K
|
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-863- 6.95% |
$47K - $47.6K
|
11.6K
$596K
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-917- 0.74% |
$50K - $50.6K
|
123K
$6.36M
|
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-933- 6.61% |
$50.8K - $51.5K
|
13.2K
$679K
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-944Closed |
$51.4K - $52.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-988- 0.23% |
$53.8K - $54.5K
|
421K
$21.7M
|
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-999Closed |
$54.4K - $55.1K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$54.5K - $55.2K
|
0
$0
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1K- 2.1% |
$54.7K - $55.4K
|
46.9K
$2.42M
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.01K- 1.24% |
$55.1K - $55.8K
|
80.4K
$4.14M
|
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.04K- 1.54% |
$56.6K - $57.3K
|
66.5K
$3.43M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.06K- 3.01% |
$57.7K - $58.4K
|
34.1K
$1.76M
|
|
|
May 14, 2021
Q1 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.06K- 19.19% |
$57.9K - $58.6K
|
4.48K
$231K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.13KClosed |
$61.6K - $62.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 6.0% |
$63.2K - $63.9K
|
18.2K
$936K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.17K- 19.01% |
$63.8K - $64.5K
|
4.99K
$257K
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.18K- 11.69% |
$64K - $64.8K
|
8.88K
$457K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.18K- 1.63% |
$64.1K - $64.9K
|
70.9K
$3.65M
|
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 4.31% |
$66.3K - $67.1K
|
27K
$1.39M
|
|
|
May 10, 2021
Q1 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.22K- 8.76% |
$66.3K - $67.1K
|
12.7K
$654K
|
|
|
May 17, 2021
Q1 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.25K- 2.03% |
$68.1K - $69K
|
60.3K
$3.11M
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.26K- 9.31% |
$68.7K - $69.5K
|
12.3K
$633K
|
|
|
May 24, 2021
Q1 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 7.5% |
$72.6K - $73.5K
|
16.5K
$848K
|
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.34K- 4.65% |
$72.9K - $73.8K
|
27.4K
$1.41M
|
|
|
May 05, 2021
Q1 2021
|
Capital City Trust CO
|
SELL
|
- |
-1.38K- 1.25% |
$75.4K - $76.3K
|
109K
$5.62M
|
|
|
May 13, 2021
Q1 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.4K- 9.41% |
$76.3K - $77.2K
|
13.5K
$695K
|
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.41K- 3.99% |
$76.7K - $77.6K
|
33.8K
$1.74M
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 1.67% |
$78.2K - $79.2K
|
84.6K
$4.36M
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 2.83% |
$79K - $80K
|
49.8K
$2.57M
|
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 4.77% |
$81.8K - $82.8K
|
30K
$1.55M
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.58K- 2.49% |
$85.8K - $86.9K
|
61.8K
$3.19M
|
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.64K- 20.12% |
$89.2K - $90.3K
|
6.5K
$335K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-1.64K- 99.52% |
$89.5K - $90.6K
|
8
$412
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.66K- 43.57% |
$90.6K - $91.7K
|
2.15K
$111K
|
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 5.55% |
$91.8K - $93K
|
28.7K
$1.48M
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.81KClosed |
$98.7K - $99.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.03K- 40.93% |
$111K - $112K
|
2.93K
$151K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-2.06KClosed |
$112K - $114K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.08K- 39.54% |
$113K - $114K
|
3.17K
$164K
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 1.66% |
$114K - $116K
|
124K
$6.38M
|
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.15K- 6.62% |
$117K - $119K
|
30.3K
$1.56M
|
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.16K- 11.74% |
$117K - $119K
|
16.2K
$835K
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.17K- 21.65% |
$118K - $120K
|
7.86K
$405K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.19KClosed |
$120K - $121K
|
0
$0
|