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 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.24K+ 43.61% |
$449K - $454K
|
27.1K
$1.4M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.21K+ 19.38% |
$447K - $453K
|
50.6K
$2.61M
|
|
|
May 05, 2021
Q1 2021
|
Sp Asset Management
|
BUY
|
- |
7.98K+ 3.97% |
$435K - $440K
|
209K
$10.8M
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.97K+ 64.59% |
$435K - $440K
|
20.3K
$1.05M
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.7K+ 23.98% |
$420K - $425K
|
39.8K
$2.05M
|
|
|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.64K+ 3.19% |
$416K - $421K
|
247K
$12.7M
|
|
|
May 06, 2021
Q1 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.53K+ 2.62% |
$411K - $416K
|
295K
$15.2M
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.47K+ 16.57% |
$407K - $412K
|
52.6K
$2.71M
|
|
|
Apr 12, 2021
Q1 2021
|
Monument Capital Management
|
BUY
|
- |
7.41K+ 16.05% |
$404K - $409K
|
53.6K
$2.76M
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
7.33K+ 8.29% |
$399K - $404K
|
95.7K
$4.93M
|
|
|
May 13, 2021
Q1 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
7.23K+ 8.4% |
$394K - $399K
|
93.3K
$4.81M
|
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
7.18K+ 10.83% |
$391K - $396K
|
73.5K
$3.79M
|
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7.05K+ 4.16% |
$384K - $389K
|
177K
$9.11M
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
7.05K+ 3.46% |
$384K - $389K
|
211K
$10.9M
|
|
|
Apr 20, 2021
Q1 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.79K+ 32.77% |
$370K - $374K
|
27.5K
$1.42M
|
|
|
May 14, 2021
Q1 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.72KNew |
$366K - $371K
|
6.72K
$347K
|
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.66KNew |
$363K - $367K
|
6.66K
$343K
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.64K+ 48.07% |
$362K - $366K
|
20.4K
$1.05M
|
|
|
Apr 09, 2021
Q1 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
6.6KNew |
$360K - $364K
|
6.6K
$340K
|
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.35K+ 6.68% |
$346K - $350K
|
101K
$5.22M
|
|
|
Apr 30, 2021
Q1 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.18K+ 14.7% |
$337K - $341K
|
48.2K
$2.48M
|
|
|
Apr 29, 2021
Q1 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.07K+ 4.75% |
$331K - $335K
|
134K
$6.89M
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6K+ 4.16% |
$327K - $331K
|
150K
$7.75M
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.81K+ 76.06% |
$317K - $320K
|
13.4K
$693K
|
|
|
Apr 14, 2021
Q1 2021
|
Private Capital Management LLC
|
BUY
|
- |
5.8K+ 53.68% |
$316K - $320K
|
16.6K
$856K
|
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
5.59KNew |
$305K - $309K
|
5.59K
$288K
|
|
|
May 14, 2021
Q1 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.53K+ 43.96% |
$301K - $305K
|
18.1K
$933K
|
|
|
May 12, 2021
Q1 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
5.48K+ 9.35% |
$299K - $302K
|
64.1K
$3.3M
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.42K+ 7.82% |
$295K - $299K
|
74.7K
$3.85M
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
5.38KNew |
$293K - $297K
|
5.38K
$277K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.29K+ 23.58% |
$288K - $292K
|
27.7K
$1.43M
|
|
|
May 11, 2021
Q1 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.21K+ 4.91% |
$284K - $287K
|
111K
$5.74M
|
|
|
May 20, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
5.19KNew |
$283K - $286K
|
5.19K
$267K
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.15KNew |
$281K - $284K
|
5.15K
$265K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
5.08KNew |
$277K - $280K
|
5.08K
$262K
|
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.02K+ 160.86% |
$274K - $277K
|
8.14K
$420K
|
|
|
May 27, 2021
Q1 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.91KNew |
$268K - $271K
|
4.91K
$253K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.86K+ 7.05% |
$265K - $268K
|
73.8K
$3.8M
|
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.81K+ 7.77% |
$262K - $266K
|
66.8K
$3.44M
|
|
|
Apr 21, 2021
Q1 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.65K+ 11.7% |
$253K - $257K
|
44.4K
$2.29M
|
|
|
May 10, 2021
Q1 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.64KNew |
$253K - $256K
|
4.64K
$239K
|
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.63K+ 3.87% |
$252K - $255K
|
124K
$6.4M
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.62K+ 18.34% |
$252K - $255K
|
29.8K
$1.53M
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.57K+ 56.29% |
$249K - $252K
|
12.7K
$654K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.52K+ 16.22% |
$247K - $250K
|
32.4K
$1.67M
|
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 40.75% |
$244K - $247K
|
15.5K
$797K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4.42K+ 15.93% |
$241K - $244K
|
32.2K
$1.66M
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.32K+ 8.5% |
$235K - $238K
|
55.1K
$2.84M
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4.13KNew |
$225K - $228K
|
4.13K
$213K
|
|
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4.03K+ 1.54% |
$220K - $222K
|
267K
$13.7M
|