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 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-13.8K- 62.51% |
$754K - $764K
|
8.3K
$428K
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-14K- 28.15% |
$766K - $775K
|
35.9K
$1.85M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14.1KClosed |
$766K - $776K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.1K- 5.16% |
$769K - $779K
|
259K
$13.4M
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-15.1K- 4.55% |
$825K - $835K
|
317K
$16.4M
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-15.5K- 3.71% |
$844K - $855K
|
402K
$20.7M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 2.92% |
$861K - $872K
|
525K
$27.1M
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-16KClosed |
$872K - $883K
|
0
$0
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.2K- 9.14% |
$883K - $894K
|
161K
$8.31M
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-16.4K- 38.2% |
$895K - $906K
|
26.6K
$1.37M
|
|
Apr 20, 2021
Q1 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16.8K- 78.09% |
$916K - $928K
|
4.72K
$243K
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-16.9K- 13.0% |
$919K - $931K
|
113K
$5.82M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.4K- 74.28% |
$948K - $960K
|
6.02K
$310K
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18.3KClosed |
$999K - $1.01M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-18.9K- 33.07% |
$1.03M - $1.04M
|
38.2K
$1.97M
|
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.3KClosed |
$1.05M - $1.07M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-20.3K- 97.3% |
$1.11M - $1.12M
|
564
$29.1K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.8K- 23.47% |
$1.19M - $1.2M
|
71.2K
$3.67M
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-22.1KClosed |
$1.2M - $1.22M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-22.9K- 79.99% |
$1.25M - $1.26M
|
5.73K
$295K
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-24K- 28.55% |
$1.31M - $1.33M
|
60.1K
$3.1M
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 36.23% |
$1.35M - $1.37M
|
43.6K
$2.25M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25.3K- 50.71% |
$1.38M - $1.4M
|
24.6K
$1.27M
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.2K- 89.54% |
$1.43M - $1.45M
|
3.06K
$158K
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-26.9K- 4.16% |
$1.46M - $1.48M
|
619K
$31.9M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.9K- 10.13% |
$1.47M - $1.48M
|
239K
$12.3M
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-26.9K- 61.56% |
$1.47M - $1.49M
|
16.8K
$867K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27.4K- 48.45% |
$1.49M - $1.51M
|
29.1K
$1.5M
|
|
Apr 12, 2021
Q1 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-28.6K- 13.44% |
$1.56M - $1.58M
|
184K
$9.48M
|
|
May 05, 2021
Q1 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28.8KClosed |
$1.57M - $1.59M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-28.8KClosed |
$1.57M - $1.59M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
SELL
|
- |
-29.6K- 22.11% |
$1.62M - $1.64M
|
104K
$5.38M
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-31.3K- 14.36% |
$1.71M - $1.73M
|
187K
$9.62M
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-33.8K- 13.34% |
$1.84M - $1.86M
|
219K
$11.3M
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-34K- 32.32% |
$1.85M - $1.87M
|
71.1K
$3.67M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34.5K- 82.3% |
$1.88M - $1.9M
|
7.42K
$382K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-35.2K- 66.91% |
$1.92M - $1.94M
|
17.4K
$898K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.8K- 4.94% |
$1.95M - $1.97M
|
688K
$35.5M
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-36.1K- 8.01% |
$1.97M - $1.99M
|
415K
$21.4M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38.3K- 6.31% |
$2.09M - $2.11M
|
568K
$29.3M
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-38.3K- 14.76% |
$2.09M - $2.11M
|
221K
$11.4M
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-39.1K- 12.18% |
$2.13M - $2.16M
|
282K
$14.5M
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-39.9K- 22.7% |
$2.17M - $2.2M
|
136K
$7M
|
|
May 17, 2021
Q1 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-40.2K- 80.71% |
$2.19M - $2.22M
|
9.6K
$495K
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-42.5K- 21.82% |
$2.32M - $2.35M
|
152K
$7.85M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.3K- 58.16% |
$2.36M - $2.39M
|
31.2K
$1.61M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-43.9K- 47.08% |
$2.39M - $2.42M
|
49.4K
$2.54M
|
|
Jun 28, 2022
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-46.6K- 23.59% |
$2.54M - $2.57M
|
151K
$7.79M
|
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-50.6K- 46.92% |
$2.76M - $2.79M
|
57.3K
$2.95M
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-50.8K- 61.2% |
$2.77M - $2.8M
|
32.2K
$1.66M
|