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 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 0.34% |
$121K - $123K
|
653K
$33.6M
|
|
|
May 07, 2021
Q1 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.25K- 9.94% |
$123K - $124K
|
20.4K
$1.05M
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 28.57% |
$123K - $124K
|
5.63K
$290K
|
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.31K- 1.91% |
$126K - $128K
|
119K
$6.11M
|
|
|
Apr 23, 2021
Q1 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 8.36% |
$127K - $129K
|
25.6K
$1.32M
|
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.37K- 13.4% |
$129K - $131K
|
15.3K
$789K
|
|
|
Apr 29, 2021
Q1 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-2.4K- 3.14% |
$131K - $133K
|
74K
$3.81M
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-2.5K- 14.02% |
$136K - $138K
|
15.3K
$791K
|
|
|
Apr 29, 2021
Q1 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-2.51K- 5.3% |
$137K - $138K
|
44.8K
$2.31M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.65K- 6.13% |
$145K - $146K
|
40.6K
$2.09M
|
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.67K- 21.72% |
$146K - $147K
|
9.62K
$496K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.67KClosed |
$146K - $148K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.74KClosed |
$149K - $151K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.77K- 61.1% |
$151K - $153K
|
1.77K
$91K
|
|
|
May 11, 2021
Q1 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2.92K- 2.2% |
$159K - $161K
|
130K
$6.7M
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3K- 91.3% |
$164K - $166K
|
286
$14.7K
|
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.21K- 27.62% |
$175K - $177K
|
8.4K
$433K
|
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.26K- 18.1% |
$178K - $180K
|
14.8K
$760K
|
|
|
May 10, 2021
Q1 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.26K- 10.53% |
$178K - $180K
|
27.7K
$1.43M
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 18.84% |
$180K - $182K
|
14.2K
$732K
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.3K- 10.25% |
$180K - $182K
|
28.9K
$1.49M
|
|
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.46K- 41.35% |
$188K - $191K
|
4.9K
$253K
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.53K- 10.4% |
$193K - $195K
|
30.4K
$1.57M
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.6K- 16.61% |
$196K - $199K
|
18.1K
$932K
|
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-3.64K- 19.0% |
$198K - $201K
|
15.5K
$799K
|
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.65KClosed |
$199K - $202K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-3.79K- 55.45% |
$207K - $209K
|
3.05K
$157K
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.8KClosed |
$207K - $209K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.8K- 44.1% |
$207K - $210K
|
4.82K
$248K
|
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.86K- 15.22% |
$210K - $213K
|
21.5K
$1.11M
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.86K- 50.22% |
$210K - $213K
|
3.83K
$197K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4KClosed |
$218K - $221K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4K- 2.18% |
$218K - $221K
|
180K
$9.27M
|
|
|
Apr 19, 2021
Q1 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.01KClosed |
$218K - $221K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-4.02K- 8.32% |
$219K - $222K
|
44.2K
$2.28M
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.1KClosed |
$224K - $226K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
SELL
|
- |
-4.12K- 1.82% |
$225K - $227K
|
223K
$11.5M
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-4.13KClosed |
$225K - $228K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.28K- 6.54% |
$233K - $236K
|
61.1K
$3.15M
|
|
|
May 05, 2021
Q1 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.42K- 11.58% |
$241K - $244K
|
33.7K
$1.74M
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 24.44% |
$249K - $252K
|
14.1K
$729K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.67K- 12.66% |
$254K - $257K
|
32.2K
$1.66M
|
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.67KClosed |
$255K - $258K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.78K- 1.22% |
$260K - $264K
|
386K
$19.9M
|
|
|
Jun 07, 2021
Q1 2021
|
Founders Capital Management
|
SELL
|
- |
-5.19K- 10.89% |
$283K - $286K
|
42.5K
$2.19M
|
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-5.19K- 7.33% |
$283K - $287K
|
65.6K
$3.38M
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.22K- 20.19% |
$284K - $288K
|
20.6K
$1.06M
|
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.24K- 12.75% |
$286K - $289K
|
35.9K
$1.85M
|
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.4K- 12.74% |
$294K - $298K
|
37K
$1.91M
|
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.45K- 10.56% |
$297K - $301K
|
46.2K
$2.38M
|