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 13, 2021
Q1 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
50.5KNew |
$2.75M - $2.78M
|
50.5K
$2.6M
|
|
Apr 15, 2021
Q1 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
48.9K+ 5.58% |
$2.67M - $2.7M
|
925K
$47.7M
|
|
May 14, 2021
Q1 2021
|
Wms Partners, LLC
|
BUY
|
- |
48.4KNew |
$2.64M - $2.67M
|
48.4K
$2.49M
|
|
May 10, 2021
Q1 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
48.4K+ 19.6% |
$2.64M - $2.67M
|
295K
$15.2M
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
48.3K+ 53.19% |
$2.63M - $2.66M
|
139K
$7.17M
|
|
May 28, 2021
Q1 2021
|
Hnp Capital LLC
|
BUY
|
- |
47.7K+ 11.84% |
$2.6M - $2.63M
|
451K
$23.2M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
47.7KNew |
$2.6M - $2.63M
|
47.7K
$2.46M
|
|
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
46.6KNew |
$2.54M - $2.57M
|
46.6K
$2.4M
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
BUY
|
- |
45K+ 9.38% |
$2.45M - $2.48M
|
525K
$27.1M
|
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
45K+ 6.08% |
$2.45M - $2.48M
|
784K
$40.4M
|
|
Apr 26, 2021
Q1 2021
|
Ma Private Wealth
|
BUY
|
- |
44.5KNew |
$2.42M - $2.45M
|
44.5K
$2.29M
|
|
May 10, 2021
Q1 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
43.9K+ 50.91% |
$2.39M - $2.42M
|
130K
$6.71M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
43.2K+ 24.61% |
$2.35M - $2.38M
|
219K
$11.3M
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42.8K+ 37.47% |
$2.33M - $2.36M
|
157K
$8.09M
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
42.4K+ 286.73% |
$2.31M - $2.34M
|
57.2K
$2.95M
|
|
Apr 30, 2021
Q1 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
40.6K+ 58.04% |
$2.21M - $2.24M
|
110K
$5.69M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
40.4K+ 86.81% |
$2.2M - $2.23M
|
87K
$4.48M
|
|
May 19, 2021
Q1 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
40.3K+ 2.21% |
$2.19M - $2.22M
|
1.86M
$95.9M
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
39.8K+ 31.74% |
$2.17M - $2.2M
|
165K
$8.51M
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
39.4K+ 188.32% |
$2.15M - $2.17M
|
60.3K
$3.11M
|
|
Apr 30, 2021
Q1 2021
|
Arrow Financial Corp
|
BUY
|
- |
39.4K+ 71.3% |
$2.15M - $2.17M
|
94.7K
$4.88M
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37.2K+ 20.91% |
$2.03M - $2.05M
|
215K
$11.1M
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
36.9KNew |
$2.01M - $2.04M
|
36.9K
$1.9M
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
BUY
|
- |
36.9K+ 8.14% |
$2.01M - $2.04M
|
490K
$25.3M
|
|
Apr 19, 2021
Q1 2021
|
Sabal Trust CO
|
BUY
|
- |
36.8K+ 14.06% |
$2.01M - $2.03M
|
299K
$15.4M
|
|
May 14, 2021
Q1 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
36.2K+ 42.76% |
$1.97M - $2M
|
121K
$6.23M
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
35.3KNew |
$1.93M - $1.95M
|
35.3K
$1.82M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
35K+ 55.0% |
$1.91M - $1.93M
|
98.7K
$5.09M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$1.82M - $1.85M
|
33.5K
$1.72M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33.2K+ 34.67% |
$1.81M - $1.83M
|
129K
$6.64M
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
BUY
|
- |
33.1K+ 28.57% |
$1.8M - $1.82M
|
149K
$7.67M
|
|
May 19, 2021
Q1 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
32.6KNew |
$1.77M - $1.8M
|
32.6K
$1.68M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
32.5K+ 1.77% |
$1.77M - $1.79M
|
1.87M
$96.4M
|
|
May 13, 2021
Q1 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
32.3K+ 8.75% |
$1.76M - $1.78M
|
401K
$20.7M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.6K+ 2713.92% |
$1.72M - $1.74M
|
32.8K
$1.69M
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
31.3K+ 26.8% |
$1.7M - $1.72M
|
148K
$7.62M
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
30.8K+ 33.35% |
$1.68M - $1.7M
|
123K
$6.35M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
30.7K+ 12.5% |
$1.67M - $1.69M
|
276K
$14.2M
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
BUY
|
- |
30.4K+ 29.51% |
$1.66M - $1.68M
|
134K
$6.88M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.6K+ 30.66% |
$1.61M - $1.63M
|
126K
$6.51M
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
27.7KNew |
$1.51M - $1.53M
|
27.7K
$1.43M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27.4K+ 225.44% |
$1.5M - $1.51M
|
39.6K
$2.04M
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.1K+ 75.09% |
$1.48M - $1.5M
|
63.2K
$3.26M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.1K+ 15.24% |
$1.48M - $1.49M
|
205K
$10.6M
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
BUY
|
- |
26.2K+ 10.23% |
$1.43M - $1.45M
|
283K
$14.6M
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
26K+ 46.32% |
$1.42M - $1.44M
|
82.3K
$4.24M
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
25.1KNew |
$1.37M - $1.39M
|
25.1K
$1.29M
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
24.8K+ 19.9% |
$1.35M - $1.37M
|
149K
$7.69M
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
24.4K+ 21.79% |
$1.33M - $1.34M
|
136K
$7.02M
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
23.1K+ 50.99% |
$1.26M - $1.28M
|
68.5K
$3.53M
|