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 10, 2021
Q1 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-52K- 7.58% |
$2.84M - $2.87M
|
634K
$32.7M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-53K- 35.9% |
$2.89M - $2.93M
|
94.7K
$4.88M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-54.8KClosed |
$2.99M - $3.02M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-56K- 64.19% |
$3.05M - $3.09M
|
31.2K
$1.61M
|
|
|
May 11, 2021
Q1 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-56.7K- 92.49% |
$3.09M - $3.13M
|
4.61K
$237K
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-56.8K- 62.9% |
$3.1M - $3.13M
|
33.5K
$1.73M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.6K- 1.75% |
$3.25M - $3.29M
|
3.34M
$172M
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-60.8K- 61.86% |
$3.31M - $3.35M
|
37.5K
$1.93M
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-61.6K- 91.95% |
$3.36M - $3.4M
|
5.39K
$278K
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-61.8K- 25.31% |
$3.37M - $3.41M
|
182K
$9.4M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.1K- 56.12% |
$3.39M - $3.43M
|
48.6K
$2.5M
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-62.9K- 53.31% |
$3.43M - $3.47M
|
55.1K
$2.84M
|
|
|
Apr 14, 2021
Q1 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-68.9K- 23.06% |
$3.75M - $3.8M
|
230K
$11.8M
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-71.3KClosed |
$3.89M - $3.93M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79.6KClosed |
$4.34M - $4.39M
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-82.9KClosed |
$4.52M - $4.57M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-83.9K- 57.53% |
$4.57M - $4.63M
|
61.9K
$3.19M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-84.4KClosed |
$4.6M - $4.66M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-87.1K- 28.94% |
$4.75M - $4.81M
|
214K
$11M
|
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-96.1K- 95.96% |
$5.24M - $5.3M
|
4.04K
$208K
|
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-115K- 89.24% |
$6.27M - $6.34M
|
13.9K
$715K
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-125K- 92.16% |
$6.81M - $6.89M
|
10.6K
$548K
|
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-127K- 81.39% |
$6.91M - $7M
|
29K
$1.49M
|
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-142KClosed |
$7.76M - $7.86M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-152K- 47.53% |
$8.3M - $8.4M
|
168K
$8.67M
|
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-161KClosed |
$8.79M - $8.9M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-171K- 93.86% |
$9.34M - $9.46M
|
11.2K
$578K
|
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-191KClosed |
$10.4M - $10.5M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-192K- 87.14% |
$10.5M - $10.6M
|
28.3K
$1.46M
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-196K- 29.77% |
$10.7M - $10.8M
|
462K
$23.8M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-213K- 14.0% |
$11.6M - $11.7M
|
1.31M
$67.3M
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-257K- 75.9% |
$14M - $14.2M
|
81.6K
$4.21M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-274K- 5.51% |
$14.9M - $15.1M
|
4.69M
$242M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-276K- 3.98% |
$15M - $15.2M
|
6.67M
$344M
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-277K- 68.39% |
$15.1M - $15.3M
|
128K
$6.6M
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-316K- 99.36% |
$17.2M - $17.4M
|
2.04K
$105K
|
|
|
May 11, 2021
Q1 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-350K- 95.95% |
$19.1M - $19.3M
|
14.8K
$761K
|
|
|
May 11, 2021
Q1 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-350K- 67.41% |
$19.1M - $19.3M
|
169K
$8.73M
|
|
|
Apr 28, 2021
Q1 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-369K- 46.28% |
$20.1M - $20.4M
|
429K
$22.1M
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-384K- 53.68% |
$20.9M - $21.2M
|
331K
$17.1M
|
|
|
May 06, 2021
Q1 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-407K- 8.99% |
$22.2M - $22.4M
|
4.12M
$212M
|
|
|
May 13, 2021
Q1 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-500KClosed |
$27.3M - $27.6M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-540K- 57.51% |
$29.4M - $29.8M
|
399K
$20.5M
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-599K- 97.93% |
$32.6M - $33M
|
12.6K
$651K
|
|
|
May 11, 2021
Q1 2021
|
Fosun International LTD
|
SELL
|
- |
-929KClosed |
$50.6M - $51.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.28M- 95.67% |
$288M - $291M
|
239K
$12.3M
|