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 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.48K- 15.36% |
$299K - $302K
|
30.2K
$1.56M
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.92K- 17.22% |
$323K - $327K
|
28.5K
$1.47M
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-6.19K- 82.39% |
$337K - $341K
|
1.32K
$68.1K
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.21KClosed |
$339K - $343K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-6.24KClosed |
$340K - $344K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.28K- 45.36% |
$342K - $346K
|
7.56K
$390K
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.3K- 60.09% |
$344K - $348K
|
4.19K
$216K
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.42K- 39.25% |
$350K - $354K
|
9.93K
$512K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.45K- 49.69% |
$352K - $356K
|
6.54K
$337K
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 5.95% |
$359K - $363K
|
104K
$5.36M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.62K- 7.84% |
$361K - $365K
|
77.7K
$4.01M
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.62K- 2.78% |
$361K - $365K
|
232K
$11.9M
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.63KClosed |
$361K - $366K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.8KClosed |
$370K - $375K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-6.96K- 18.16% |
$379K - $384K
|
31.3K
$1.62M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.99K- 35.79% |
$381K - $386K
|
12.5K
$647K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.21K- 9.64% |
$393K - $398K
|
67.6K
$3.48M
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.31K- 39.91% |
$398K - $403K
|
11K
$567K
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.76KClosed |
$423K - $428K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.83KClosed |
$426K - $432K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8KClosed |
$436K - $441K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.12K- 1.67% |
$442K - $448K
|
478K
$24.6M
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-8.39KClosed |
$457K - $463K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.76K- 16.42% |
$477K - $483K
|
44.6K
$2.3M
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.83KClosed |
$481K - $487K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-8.85K- 41.53% |
$482K - $488K
|
12.5K
$642K
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.95KClosed |
$488K - $494K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.97K- 2.35% |
$489K - $495K
|
374K
$19.3M
|
|
May 17, 2021
Q1 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-9.21K- 44.15% |
$502K - $508K
|
11.6K
$600K
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
SELL
|
- |
-9.39KClosed |
$512K - $518K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-9.54K- 43.46% |
$520K - $527K
|
12.4K
$640K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.59K- 35.77% |
$523K - $529K
|
17.2K
$888K
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-9.67K- 36.14% |
$527K - $534K
|
17.1K
$881K
|
|
Apr 26, 2021
Q1 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9.74K- 19.89% |
$531K - $537K
|
39.2K
$2.02M
|
|
May 06, 2021
Q1 2021
|
Financial Management Network Inc
|
SELL
|
- |
-9.9K- 10.68% |
$539K - $546K
|
82.7K
$4.26M
|
|
May 14, 2021
Q1 2021
|
Equitable Trust CO
|
SELL
|
- |
-10KClosed |
$545K - $551K
|
0
$0
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-10K- 6.53% |
$547K - $553K
|
144K
$7.4M
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-10.1K- 4.86% |
$551K - $558K
|
198K
$10.2M
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-10.2KClosed |
$556K - $562K
|
0
$0
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-11K- 7.11% |
$599K - $606K
|
144K
$7.4M
|
|
Apr 21, 2021
Q1 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11.1K- 4.42% |
$607K - $615K
|
241K
$12.4M
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
SELL
|
- |
-11.6K- 3.49% |
$635K - $642K
|
322K
$16.6M
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-11.8KClosed |
$645K - $653K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-11.9KClosed |
$651K - $659K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.1KClosed |
$660K - $668K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$681K - $690K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$682K - $690K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-13.5KClosed |
$735K - $744K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.8K- 36.62% |
$750K - $760K
|
23.8K
$1.23M
|
|
Apr 12, 2021
Q1 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.8K- 31.04% |
$753K - $763K
|
30.7K
$1.58M
|