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 06, 2021
Q1 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.91K+ 17.84% |
$104K - $105K
|
12.6K
$650K
|
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.89K+ 5.76% |
$103K - $104K
|
34.7K
$1.79M
|
|
|
May 11, 2021
Q1 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.88K+ 2.24% |
$102K - $103K
|
85.6K
$4.41M
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.86K+ 44.44% |
$101K - $103K
|
6.04K
$311K
|
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.85K+ 1.17% |
$101K - $102K
|
161K
$8.28M
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.85K+ 2.63% |
$101K - $102K
|
72K
$3.71M
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.82K+ 6.81% |
$99.1K - $100K
|
28.5K
$1.47M
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.79K+ 14.59% |
$97.5K - $98.7K
|
14.1K
$724K
|
|
|
May 17, 2021
Q1 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.77K+ 10.21% |
$96.3K - $97.5K
|
19.1K
$983K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.76K+ 18.13% |
$95.9K - $97K
|
11.5K
$591K
|
|
|
Apr 08, 2021
Q1 2021
|
Old Port Advisors
|
BUY
|
- |
1.74K+ 21.0% |
$95K - $96.2K
|
10K
$518K
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.72K+ 3.04% |
$93.5K - $94.6K
|
58.1K
$3M
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.7K+ 11.29% |
$92.8K - $93.9K
|
16.8K
$865K
|
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.7K+ 6.26% |
$92.7K - $93.8K
|
28.9K
$1.49M
|
|
|
May 17, 2021
Q1 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.7K+ 1.92% |
$92.6K - $93.7K
|
90.4K
$4.66M
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.66K+ 1.89% |
$90.6K - $91.7K
|
89.8K
$4.63M
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.61K+ 21.57% |
$87.6K - $88.7K
|
9.06K
$467K
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57K+ 20.95% |
$85.6K - $86.7K
|
9.07K
$468K
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.49K+ 526.86% |
$81.3K - $82.3K
|
1.77K
$91.4K
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 6.39% |
$79.1K - $80.1K
|
24.2K
$1.25M
|
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.4K+ 4.45% |
$76.3K - $77.2K
|
32.9K
$1.69M
|
|
|
May 12, 2021
Q1 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.33K+ 15.19% |
$72.2K - $73.1K
|
10K
$518K
|
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.32K+ 106.17% |
$72.2K - $73K
|
2.57K
$133K
|
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 0.83% |
$67.8K - $68.6K
|
151K
$7.76M
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 7.71% |
$65.1K - $65.9K
|
16.7K
$860K
|
|
|
Apr 14, 2021
Q1 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.18K+ 1.45% |
$64.3K - $65K
|
82.4K
$4.25M
|
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.17K+ 1.39% |
$64K - $64.8K
|
85.4K
$4.4M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16KNew |
$63.4K - $64.2K
|
1.16K
$60K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.11K+ 17.28% |
$60.3K - $61.1K
|
7.51K
$387K
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.05K+ 27.93% |
$57.2K - $57.9K
|
4.81K
$248K
|
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.03K+ 17.92% |
$56.4K - $57K
|
6.81K
$351K
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.03KNew |
$56.2K - $56.9K
|
1.03K
$53.2K
|
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.03K+ 2.27% |
$56.1K - $56.8K
|
46.4K
$2.39M
|
|
|
May 17, 2021
Q1 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
1.03K+ 1.84% |
$55.9K - $56.5K
|
56.7K
$2.92M
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.02K+ 6.76% |
$55.6K - $56.3K
|
16.1K
$831K
|
|
|
May 12, 2021
Q1 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.01K+ 21.53% |
$54.8K - $55.4K
|
5.67K
$292K
|
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1K+ 0.64% |
$54.5K - $55.2K
|
158K
$8.12M
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
979+ 22.37% |
$53.4K - $54K
|
5.36K
$276K
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
960+ 3.61% |
$52.3K - $53K
|
27.6K
$1.42M
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
949+ 0.8% |
$51.7K - $52.4K
|
120K
$6.18M
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
890+ 21.34% |
$48.5K - $49.1K
|
5.06K
$261K
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
883+ 5.39% |
$48.1K - $48.7K
|
17.3K
$890K
|
|
|
May 03, 2021
Q1 2021
|
Excalibur Management Corp
|
BUY
|
- |
840+ 4.87% |
$45.8K - $46.3K
|
18.1K
$932K
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
835+ 9.04% |
$45.5K - $46.1K
|
10.1K
$519K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
750+ 46.3% |
$40.9K - $41.4K
|
2.37K
$122K
|
|
|
Apr 29, 2021
Q1 2021
|
First Personal Financial Services
|
BUY
|
- |
705+ 8.01% |
$38.4K - $38.9K
|
9.51K
$490K
|
|
|
May 17, 2021
Q1 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
697+ 3.65% |
$38K - $38.5K
|
19.8K
$1.02M
|
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
652+ 4.29% |
$35.5K - $36K
|
15.9K
$817K
|
|
|
Apr 20, 2021
Q1 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
646+ 30.02% |
$35.2K - $35.6K
|
2.8K
$144K
|
|
|
May 17, 2021
Q1 2021
|
Fusion Capital, LLC
|
BUY
|
- |
626+ 11.21% |
$34.1K - $34.5K
|
6.21K
$320K
|