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 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
144K+ 13.3% |
$7.86M - $7.96M
|
1.23M
$63.4M
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144K+ 34.5% |
$7.84M - $7.93M
|
561K
$28.9M
|
|
|
Apr 14, 2021
Q1 2021
|
Parkside Investments, LLC
|
BUY
|
- |
130K+ 29.82% |
$7.11M - $7.2M
|
568K
$29.3M
|
|
|
May 14, 2021
Q1 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
125K+ 45.2% |
$6.81M - $6.89M
|
401K
$20.7M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
123K+ 1251.76% |
$6.69M - $6.78M
|
133K
$6.84M
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
119K+ 1689.41% |
$6.49M - $6.57M
|
126K
$6.5M
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
116K+ 637.87% |
$6.35M - $6.42M
|
135K
$6.94M
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
109K+ 36.71% |
$5.96M - $6.03M
|
407K
$21M
|
|
|
May 12, 2021
Q1 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
108K+ 7.91% |
$5.91M - $5.98M
|
1.48M
$76.3M
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
108K+ 80.47% |
$5.9M - $5.97M
|
243K
$12.5M
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103K+ 22.13% |
$5.62M - $5.69M
|
569K
$29.3M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
103KNew |
$5.61M - $5.68M
|
103K
$5.31M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
97.8KNew |
$5.33M - $5.39M
|
97.8K
$5.04M
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
92.6K+ 59.86% |
$5.04M - $5.11M
|
247K
$12.7M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
92.4KNew |
$5.04M - $5.1M
|
92.4K
$4.76M
|
|
|
May 06, 2021
Q1 2021
|
Nationwide Asset Management LLC
|
BUY
|
- |
90.4K+ 17.41% |
$4.93M - $4.99M
|
610K
$31.4M
|
|
|
May 13, 2021
Q1 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
89.8KNew |
$4.89M - $4.95M
|
89.8K
$4.63M
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
89.3K+ 10.86% |
$4.87M - $4.93M
|
912K
$47M
|
|
|
Apr 13, 2021
Q1 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
83.3K+ 26.27% |
$4.54M - $4.6M
|
400K
$20.6M
|
|
|
Apr 14, 2021
Q1 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
83K+ 12.64% |
$4.52M - $4.58M
|
740K
$38.1M
|
|
|
Apr 26, 2021
Q1 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
81.2K+ 65.42% |
$4.42M - $4.48M
|
205K
$10.6M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
81.1K+ 74.86% |
$4.42M - $4.47M
|
189K
$9.76M
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
80.6K+ 15.73% |
$4.39M - $4.45M
|
593K
$30.6M
|
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
79.9K+ 7.4% |
$4.35M - $4.41M
|
1.16M
$59.8M
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77.7K+ 17.62% |
$4.23M - $4.29M
|
519K
$26.7M
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
76.7K+ 31.72% |
$4.18M - $4.23M
|
319K
$16.4M
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73.5K+ 65.08% |
$4.01M - $4.06M
|
186K
$9.61M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 12.77% |
$3.87M - $3.92M
|
627K
$32.3M
|
|
|
May 14, 2021
Q1 2021
|
Rock Creek Group, LP
|
BUY
|
- |
69.6KNew |
$3.79M - $3.84M
|
69.6K
$3.59M
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
69.1K+ 19.46% |
$3.77M - $3.81M
|
424K
$21.9M
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
67.3K+ 29.87% |
$3.67M - $3.71M
|
292K
$15.1M
|
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
67.1K+ 28.56% |
$3.66M - $3.7M
|
302K
$15.6M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
66.5K+ 1.03% |
$3.62M - $3.67M
|
6.54M
$337M
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
63.7K+ 5.99% |
$3.47M - $3.51M
|
1.13M
$58.1M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.3K+ 3.85% |
$3.28M - $3.33M
|
1.63M
$83.8M
|
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60K+ 35.78% |
$3.27M - $3.31M
|
228K
$11.7M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.3K+ 46.01% |
$3.18M - $3.21M
|
185K
$9.53M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
57.8K+ 2.36% |
$3.15M - $3.19M
|
2.51M
$129M
|
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
57.1KNew |
$3.11M - $3.15M
|
57.1K
$2.94M
|
|
|
May 07, 2021
Q1 2021
|
Novare Capital Management LLC
|
BUY
|
- |
56.7K+ 1231.98% |
$3.09M - $3.13M
|
61.4K
$3.16M
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
56.6K+ 211.63% |
$3.08M - $3.12M
|
83.3K
$4.29M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
56.5K+ 33.39% |
$3.08M - $3.12M
|
226K
$11.6M
|
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
55.5K+ 34.89% |
$3.03M - $3.06M
|
215K
$11.1M
|
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54.5K+ 96.47% |
$2.97M - $3.01M
|
111K
$5.73M
|
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
BUY
|
- |
53.3K+ 12.16% |
$2.91M - $2.94M
|
492K
$25.3M
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
52.7K+ 26.5% |
$2.87M - $2.9M
|
251K
$13M
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
52.7K+ 26.5% |
$2.87M - $2.9M
|
251K
$13M
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
51.9K+ 24.18% |
$2.83M - $2.86M
|
266K
$13.7M
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
51.4K+ 12.59% |
$2.8M - $2.84M
|
460K
$23.7M
|
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50.6K+ 106.4% |
$2.76M - $2.79M
|
98.2K
$5.06M
|