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 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
580+ 119.59% |
$31.6K - $32K
|
1.07K
$54.9K
|
|
|
Apr 29, 2021
Q1 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
574+ 13.89% |
$31.3K - $31.7K
|
4.71K
$243K
|
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
561New |
$30.6K - $31K
|
561
$28.9K
|
|
|
May 11, 2021
Q1 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
523+ 6.96% |
$28.5K - $28.9K
|
8.04K
$414K
|
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
506New |
$27.6K - $27.9K
|
506
$26.1K
|
|
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
501+ 5.96% |
$27.3K - $27.6K
|
8.91K
$459K
|
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
500+ 1.83% |
$27.3K - $27.6K
|
27.8K
$1.43M
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
479+ 3.5% |
$26.1K - $26.4K
|
14.2K
$731K
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
461+ 2.42% |
$25.1K - $25.4K
|
19.5K
$1M
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
BUY
|
- |
453+ 3.35% |
$24.7K - $25K
|
14K
$721K
|
|
|
Apr 28, 2021
Q1 2021
|
Washington Trust CO
|
BUY
|
- |
450+ 2045.45% |
$24.5K - $24.8K
|
472
$24.3K
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
437+ 2.02% |
$23.8K - $24.1K
|
22.1K
$1.14M
|
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
425+ 2.59% |
$23.2K - $23.4K
|
16.8K
$866K
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
373+ 12433.33% |
$20.3K - $20.6K
|
376
$19.4K
|
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
359+ 1.07% |
$19.6K - $19.8K
|
34K
$1.75M
|
|
|
Apr 27, 2021
Q1 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
349+ 4.06% |
$19K - $19.3K
|
8.94K
$461K
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
338+ 0.91% |
$18.4K - $18.6K
|
37.3K
$1.92M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
320New |
$17.4K - $17.7K
|
320
$16.5K
|
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
310+ 3.37% |
$16.9K - $17.1K
|
9.51K
$490K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
271+ 304.49% |
$14.8K - $15K
|
360
$18.6K
|
|
|
Jun 10, 2021
Q1 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
252+ 0.42% |
$13.7K - $13.9K
|
60K
$3.09M
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 7.14% |
$13.6K - $13.8K
|
3.75K
$193K
|
|
|
May 13, 2021
Q1 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200New |
$10.9K - $11K
|
200
$10.3K
|
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
183New |
$9.97K - $10.1K
|
183
$9.43K
|
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
175+ 2.5% |
$9.54K - $9.65K
|
7.19K
$371K
|
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
173+ 236.99% |
$9.43K - $9.54K
|
246
$12.7K
|
|
|
Mar 09, 2022
Q1 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
172+ 11.85% |
$9.37K - $9.49K
|
1.62K
$83.6K
|
|
|
May 11, 2021
Q1 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
160+ 11.92% |
$8.72K - $8.83K
|
1.5K
$77.4K
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
160+ 4.24% |
$8.72K - $8.83K
|
3.93K
$203K
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
150+ 0.77% |
$8.18K - $8.28K
|
19.5K
$1.01M
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
144+ 1.93% |
$7.85K - $7.94K
|
7.59K
$391K
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
BUY
|
- |
142+ 2.35% |
$7.74K - $7.83K
|
6.18K
$319K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
140New |
$7.63K - $7.72K
|
140
$7.22K
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
130New |
$7.09K - $7.17K
|
130
$6.7K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
125+ 6.68% |
$6.81K - $6.9K
|
2K
$103K
|
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
115New |
$6.27K - $6.34K
|
115
$5.93K
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.87% |
$5.94K - $6.01K
|
12.6K
$651K
|
|
|
Apr 14, 2021
Q1 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
100+ 1.14% |
$5.45K - $5.52K
|
8.85K
$456K
|
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
98+ 0.48% |
$5.34K - $5.41K
|
20.7K
$1.07M
|
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
96+ 1.37% |
$5.23K - $5.3K
|
7.11K
$367K
|
|
|
May 13, 2021
Q1 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
85+ 0.07% |
$4.63K - $4.69K
|
129K
$6.67M
|
|
|
May 13, 2021
Q1 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
83New |
$4.52K - $4.58K
|
83
$4.28K
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
83+ 0.42% |
$4.52K - $4.58K
|
19.8K
$1.02M
|
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83+ 1.39% |
$4.52K - $4.58K
|
6.06K
$312K
|
|
|
May 07, 2021
Q1 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
74+ 0.63% |
$4.03K - $4.08K
|
11.8K
$610K
|
|
|
May 04, 2021
Q1 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 0.95% |
$3.82K - $3.86K
|
7.4K
$381K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
68New |
$3.71K - $3.75K
|
68
$3.5K
|
|
|
Apr 30, 2021
Q1 2021
|
Family Capital Trust CO
|
BUY
|
- |
65+ 91.55% |
$3.54K - $3.59K
|
136
$7.01K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
BUY
|
- |
65New |
$3.54K - $3.59K
|
65
$3.35K
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55New |
$3K - $3.03K
|
55
$2.83K
|