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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
BUY
|
- |
4.02K+ 23.44% |
$219K - $222K
|
21.2K
$1.09M
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.91KNew |
$213K - $215K
|
3.91K
$201K
|
|
|
Apr 19, 2021
Q1 2021
|
Lantz Financial LLC
|
BUY
|
- |
3.81KNew |
$208K - $210K
|
3.81K
$196K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.78K+ 20.59% |
$206K - $208K
|
22.1K
$1.14M
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.75K+ 3.61% |
$205K - $207K
|
108K
$5.56M
|
|
|
May 13, 2021
Q1 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.72KNew |
$203K - $205K
|
3.72K
$192K
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.72KNew |
$203K - $205K
|
3.72K
$192K
|
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.64K+ 12.97% |
$198K - $201K
|
31.7K
$1.63M
|
|
|
May 10, 2021
Q1 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.63K+ 6.94% |
$198K - $200K
|
55.9K
$2.88M
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
3.62K+ 18.71% |
$197K - $200K
|
22.9K
$1.18M
|
|
|
Apr 28, 2021
Q1 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.62K+ 1.72% |
$197K - $199K
|
213K
$11M
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.57K+ 6.16% |
$194K - $197K
|
61.5K
$3.17M
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
3.56K+ 4.44% |
$194K - $197K
|
83.8K
$4.32M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3.51K+ 14.76% |
$191K - $193K
|
27.3K
$1.4M
|
|
|
May 11, 2021
Q1 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
3.49K+ 2.87% |
$190K - $193K
|
125K
$6.45M
|
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.47K+ 0.71% |
$189K - $192K
|
496K
$25.5M
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
3.42K+ 17.85% |
$186K - $188K
|
22.6K
$1.16M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.27KNew |
$178K - $180K
|
3.27K
$168K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.25K+ 204.73% |
$177K - $179K
|
4.84K
$249K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.25KNew |
$177K - $179K
|
3.25K
$167K
|
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.21K+ 77.91% |
$175K - $177K
|
7.34K
$378K
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.2K+ 34.78% |
$175K - $177K
|
12.4K
$640K
|
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 5.14% |
$174K - $176K
|
65.3K
$3.37M
|
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
BUY
|
- |
3.11K+ 78.46% |
$169K - $172K
|
7.07K
$365K
|
|
|
May 12, 2021
Q1 2021
|
Strategic Equity Management
|
BUY
|
- |
3.06K+ 6.82% |
$167K - $169K
|
47.9K
$2.47M
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3K+ 37.5% |
$164K - $166K
|
11K
$567K
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.99K+ 18.2% |
$163K - $165K
|
19.4K
$1M
|
|
|
Apr 20, 2021
Q1 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
2.91K+ 25.29% |
$159K - $161K
|
14.4K
$743K
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.85K+ 1.02% |
$155K - $157K
|
283K
$14.6M
|
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
2.8KNew |
$153K - $154K
|
2.8K
$144K
|
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.8K+ 1.63% |
$153K - $154K
|
174K
$8.97M
|
|
|
May 03, 2021
Q1 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.78K+ 29.1% |
$151K - $153K
|
12.3K
$634K
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.77K+ 65.27% |
$151K - $153K
|
7.01K
$362K
|
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.71K+ 12.48% |
$148K - $149K
|
24.4K
$1.26M
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.61K+ 9.05% |
$142K - $144K
|
31.5K
$1.62M
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.59K+ 25.71% |
$141K - $143K
|
12.7K
$653K
|
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.56KNew |
$140K - $141K
|
2.56K
$132K
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.55K+ 21.31% |
$139K - $141K
|
14.5K
$748K
|
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.4KNew |
$131K - $133K
|
2.4K
$124K
|
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2.26K+ 1.43% |
$123K - $124K
|
160K
$8.26M
|
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.21K+ 19.55% |
$121K - $122K
|
13.5K
$698K
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.21K+ 1.9% |
$120K - $122K
|
119K
$6.11M
|
|
|
May 17, 2021
Q1 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.18K+ 3.4% |
$119K - $120K
|
66.4K
$3.42M
|
|
|
May 06, 2021
Q1 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 2.45% |
$117K - $119K
|
90K
$4.64M
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
- |
2.1K+ 0.67% |
$115K - $116K
|
316K
$16.3M
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.08K+ 13.81% |
$113K - $115K
|
17.1K
$883K
|
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.06K+ 6.63% |
$112K - $114K
|
33.2K
$1.71M
|
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
BUY
|
- |
2.06K+ 1.37% |
$112K - $113K
|
152K
$7.82M
|
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
BUY
|
- |
2.03K+ 45.71% |
$110K - $112K
|
6.46K
$333K
|
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2K+ 118.84% |
$109K - $110K
|
3.68K
$190K
|