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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.8K+ 807.2% |
$696K - $705K
|
14.4K
$740K
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 75.88% |
$693K - $702K
|
29.5K
$1.52M
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12.7K+ 13.67% |
$692K - $701K
|
106K
$5.44M
|
|
|
May 14, 2021
Q1 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
12.6K+ 4.05% |
$684K - $693K
|
323K
$16.6M
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.5K+ 28.14% |
$682K - $691K
|
57K
$2.94M
|
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.5K+ 27.54% |
$681K - $689K
|
57.9K
$2.98M
|
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
12.4K+ 257.9% |
$678K - $687K
|
17.3K
$890K
|
|
|
May 21, 2021
Q1 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
12.3K+ 3.78% |
$670K - $678K
|
337K
$17.4M
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.3K+ 43.22% |
$668K - $676K
|
40.6K
$2.09M
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.2K+ 122.47% |
$664K - $672K
|
22.1K
$1.14M
|
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$659K - $668K
|
12.1K
$624K
|
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12K+ 249.88% |
$655K - $663K
|
16.8K
$868K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 51.78% |
$655K - $663K
|
35.2K
$1.81M
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.9K+ 139.07% |
$651K - $659K
|
20.5K
$1.06M
|
|
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
11.9KNew |
$649K - $657K
|
11.9K
$614K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
11.7K+ 20.96% |
$639K - $647K
|
67.7K
$3.49M
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
11.7K+ 61.46% |
$638K - $646K
|
30.8K
$1.59M
|
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.3K+ 28.66% |
$618K - $626K
|
50.9K
$2.62M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$612K - $620K
|
11.2K
$579K
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.2K+ 32.65% |
$612K - $619K
|
45.6K
$2.35M
|
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
10.8K+ 8.9% |
$588K - $596K
|
132K
$6.81M
|
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10.6K+ 11.79% |
$578K - $585K
|
100K
$5.18M
|
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
10.6K+ 30.99% |
$577K - $584K
|
44.7K
$2.31M
|
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.5KNew |
$571K - $578K
|
10.5K
$540K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2K+ 9.13% |
$555K - $562K
|
122K
$6.28M
|
|
|
Mar 28, 2023
Q1 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.1K+ 34.02% |
$553K - $560K
|
40K
$2.06M
|
|
|
May 14, 2021
Q1 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.97K+ 23.25% |
$543K - $550K
|
52.9K
$2.72M
|
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.78K+ 11.58% |
$533K - $539K
|
94.2K
$4.85M
|
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
BUY
|
- |
9.78K+ 3.85% |
$533K - $539K
|
264K
$13.6M
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.77K+ 32.74% |
$532K - $539K
|
39.6K
$2.04M
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
9.77K+ 32.74% |
$532K - $539K
|
39.6K
$2.04M
|
|
|
Apr 30, 2021
Q1 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
9.65KNew |
$526K - $532K
|
9.65K
$497K
|
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
BUY
|
- |
9.57K+ 9.04% |
$522K - $528K
|
115K
$5.95M
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
9.42K+ 33.39% |
$513K - $520K
|
37.6K
$1.94M
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.38K+ 219.88% |
$511K - $517K
|
13.6K
$703K
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9.32K+ 301.13% |
$508K - $514K
|
12.4K
$640K
|
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.29K+ 14.51% |
$506K - $513K
|
73.3K
$3.78M
|
|
|
Apr 21, 2021
Q1 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
9.19K+ 16.28% |
$501K - $507K
|
65.6K
$3.38M
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
9.15K+ 34.92% |
$498K - $505K
|
35.3K
$1.82M
|
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.11K+ 4.95% |
$496K - $502K
|
193K
$9.95M
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.09K+ 22.81% |
$495K - $501K
|
48.9K
$2.52M
|
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
8.96K+ 23.67% |
$488K - $494K
|
46.8K
$2.41M
|
|
|
Apr 20, 2021
Q1 2021
|
Aries Wealth Management
|
BUY
|
- |
8.93K+ 10.35% |
$487K - $493K
|
95.2K
$4.91M
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.85K+ 99.38% |
$482K - $488K
|
17.8K
$915K
|
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.8K+ 24.17% |
$480K - $486K
|
45.2K
$2.33M
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.67K+ 4.16% |
$472K - $478K
|
217K
$11.2M
|
|
|
Apr 30, 2021
Q1 2021
|
Smith, Salley & Associates
|
BUY
|
- |
8.58KNew |
$468K - $473K
|
8.58K
$442K
|
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
8.57K+ 25.16% |
$467K - $473K
|
42.6K
$2.2M
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.5KNew |
$463K - $469K
|
8.5K
$438K
|
|
|
May 12, 2021
Q1 2021
|
Rede Wealth, LLC
|
BUY
|
- |
8.29KNew |
$452K - $457K
|
8.29K
$427K
|