Purchases and Sales Made in Q1 2021 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 24, 2021 Q1 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
22.9K
+ 85.32%
$1.25M - $1.26M
49.7K $2.56M
May 13, 2021 Q1 2021
Advisor Os, LLC

BUY
 -
22.7K
New
$1.24M - $1.25M
22.7K $1.17M
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
22.1K
+ 14.63%
$1.2M - $1.22M
173K $8.93M
Apr 15, 2021 Q1 2021
Swmg, LLC

Fort Worth, TX
BUY
 -
21.9K
+ 132.64%
$1.19M - $1.21M
38.5K $1.98M
May 14, 2021 Q1 2021
Horizon Investments, LLC

Charlotte, NC
BUY
 -
21.4K
New
$1.17M - $1.18M
21.4K $1.1M
Apr 14, 2021 Q1 2021
Plimoth Trust CO LLC

BUY
 -
20.8K
+ 24.07%
$1.13M - $1.15M
107K $5.52M
May 14, 2021 Q1 2021
Rathbones Group PLC

Liverpool, X0
BUY
 -
20.7K
+ 164.29%
$1.13M - $1.14M
33.3K $1.71M
May 07, 2021 Q1 2021
Graypoint LLC

BUY
 -
20.6K
+ 187.89%
$1.12M - $1.14M
31.6K $1.63M
May 13, 2021 Q1 2021
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
20.6K
+ 1.67%
$1.12M - $1.13M
1.25M $64.5M
Apr 29, 2021 Q1 2021
Legacy Bridge, LLC

BUY
 -
20.3K
New
$1.11M - $1.12M
20.3K $1.05M
May 13, 2021 Q1 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
20K
+ 5.48%
$1.09M - $1.1M
384K $19.8M
Apr 15, 2021 Q1 2021
Umb Bank, N.A.

BUY
 -
19.8K
+ 6.89%
$1.08M - $1.09M
308K $15.9M
May 06, 2021 Q1 2021
Spectrum Management Group, LLC

BUY
 -
19.7K
+ 23.19%
$1.07M - $1.09M
104K $5.39M
Apr 29, 2021 Q1 2021
Patriot Investment Management Inc.

BUY
 -
19.6K
+ 158.91%
$1.07M - $1.08M
31.9K $1.65M
Apr 28, 2021 Q1 2021
Meeder Asset Management Inc

BUY
 -
19K
+ 126.29%
$1.04M - $1.05M
34K $1.75M
Apr 05, 2024 Q1 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
19K
+ 4.42%
$1.03M - $1.05M
448K $23.1M
May 17, 2021 Q1 2021
Hrt Financial LP

New York, NY
BUY
 -
18.4K
+ 113.85%
$1M - $1.02M
34.6K $1.78M
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
18.3K
+ 10.88%
$996K - $1.01M
186K $9.6M
Apr 27, 2021 Q1 2021
Next Capital Advisers, Inc.

BUY
 -
17.6K
+ 11.41%
$961K - $973K
172K $8.88M
Apr 28, 2021 Q1 2021
Us Bancorp \De\

BUY
 -
17.3K
+ 1.02%
$945K - $957K
1.71M $88.3M
Sep 10, 2024 Q1 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
17.1K
+ 7.99%
$933K - $945K
231K $11.9M
Apr 08, 2021 Q1 2021
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
16.9K
+ 8.14%
$918K - $930K
224K $11.5M
Apr 26, 2021 Q1 2021
One Day In July LLC

BUY
 -
16.8K
+ 76.5%
$914K - $925K
38.7K $1.99M
Jun 01, 2021 Q1 2021
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
16.7K
New
$913K - $924K
16.7K $863K
May 07, 2021 Q1 2021
D.A. Davidson & Co.

BUY
 -
16.7K
+ 24.45%
$912K - $924K
85.2K $4.39M
May 12, 2021 Q1 2021
Strategy Asset Managers LLC

BUY
 -
16.7K
+ 27.53%
$910K - $922K
77.4K $3.99M
May 06, 2021 Q1 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
16.5K
+ 31.95%
$899K - $910K
68.2K $3.51M
May 03, 2021 Q1 2021
Private Wealth Group, LLC

BUY
 -
16.3K
New
$890K - $901K
16.3K $841K
May 13, 2021 Q1 2021
David Katz Matrix Asset Advisors Inc
BUY
 -
16K
+ 86.4%
$871K - $881K
34.5K $1.78M
Apr 06, 2021 Q1 2021
Chesley Taft & Associates LLC

BUY
 -
16K
+ 18.49%
$870K - $880K
102K $5.27M
May 18, 2021 Q1 2021
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
15.9K
New
$868K - $878K
15.9K $821K
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

BUY
 -
15.8K
+ 19.11%
$863K - $874K
98.7K $5.09M
May 03, 2021 Q1 2021
Ddd Partners, LLC

BUY
 -
15.7K
+ 9.33%
$854K - $865K
184K $9.47M
May 10, 2021 Q1 2021
Summit X, LLC

Chesterfield, MO
BUY
 -
15.1K
+ 48.35%
$826K - $836K
46.5K $2.4M
May 07, 2021 Q1 2021
Cutler Investment Counsel LLC

BUY
 -
14.9K
+ 3.27%
$815K - $825K
472K $24.3M
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

BUY
 -
14.7K
+ 20.71%
$801K - $811K
85.7K $4.42M
May 14, 2021 Q1 2021
Td Asset Management Inc

BUY
 -
14.6K
+ 4.98%
$797K - $807K
309K $15.9M
May 04, 2021 Q1 2021
Armor Investment Advisors, LLC

BUY
 -
14.4K
+ 17.5%
$782K - $792K
96.4K $4.97M
May 10, 2021 Q1 2021
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
14.3K
New
$778K - $788K
14.3K $736K
Apr 19, 2021 Q1 2021
Wambolt & Associates, LLC

BUY
 -
14.2K
+ 44.16%
$776K - $785K
46.5K $2.4M
May 14, 2021 Q1 2021
Godsey & Gibb Associates

BUY
 -
14.1K
New
$771K - $780K
14.1K $729K
May 11, 2021 Q1 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
13.7K
+ 14.09%
$744K - $753K
111K $5.7M
May 13, 2021 Q1 2021
Brown Brothers Harriman & CO

New York, NY
BUY
 -
13.6K
+ 0.45%
$741K - $750K
3.06M $158M
May 06, 2021 Q1 2021
Goelzer Investment Management, Inc.

BUY
 -
13.6K
+ 9.28%
$741K - $750K
160K $8.26M
May 10, 2021 Q1 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
13.5K
New
$738K - $747K
13.5K $698K
May 10, 2021 Q1 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
13.5K
+ 11.56%
$737K - $746K
131K $6.73M
May 05, 2021 Q1 2021
Shaker Investments LLC

BUY
 -
13.5K
+ 101.15%
$736K - $745K
26.9K $1.38M
May 14, 2021 Q1 2021
Tradition Wealth Management, LLC

BUY
 -
13.4K
+ 35.99%
$730K - $739K
50.6K $2.61M
Apr 27, 2021 Q1 2021
Western Financial Corporation

BUY
 -
13.4K
+ 34.23%
$729K - $738K
52.5K $2.7M

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