Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
78+ 0.32% |
$4.26K - $4.28K
|
24.5K
$1.28M
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
75+ 0.61% |
$4.09K - $4.12K
|
12.3K
$641K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
71+ 2.42% |
$3.87K - $3.9K
|
3.01K
$157K
|
|
|
Aug 10, 2021
Q2 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
70New |
$3.82K - $3.84K
|
70
$3.65K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
62+ 6.96% |
$3.38K - $3.41K
|
953
$49.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
61+ 1.08% |
$3.33K - $3.35K
|
5.73K
$299K
|
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
52+ 0.65% |
$2.84K - $2.86K
|
8.11K
$423K
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 1.29% |
$2.84K - $2.86K
|
4.09K
$213K
|
|
|
Jul 22, 2021
Q2 2021
|
Family Capital Trust CO
|
BUY
|
- |
50+ 36.76% |
$2.73K - $2.75K
|
186
$9.69K
|
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49+ 0.25% |
$2.67K - $2.69K
|
19.8K
$1.03M
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.32% |
$2.46K - $2.47K
|
14.1K
$735K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Securities, Inc.
|
BUY
|
- |
33+ 0.42% |
$1.8K - $1.81K
|
7.89K
$411K
|
|
|
Aug 05, 2021
Q2 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
33+ 0.41% |
$1.8K - $1.81K
|
8.16K
$425K
|
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
23+ 0.4% |
$1.26K - $1.26K
|
5.81K
$303K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23+ 0.09% |
$1.26K - $1.26K
|
25K
$1.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 1.48% |
$1.2K - $1.21K
|
1.51K
$78.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
19+ 0.26% |
$1.04K - $1.04K
|
7.21K
$376K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
18+ 0.12% |
$982 - $989
|
15.5K
$809K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16+ 0.42% |
$873 - $879
|
3.85K
$201K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
14New |
$764 - $769
|
14
$730
|
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.03% |
$709 - $714
|
40.9K
$2.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 0.01% |
$546 - $549
|
180K
$9.37M
|
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
8+ 0.18% |
$437 - $439
|
4.49K
$234K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.08% |
$382 - $384
|
8.5K
$443K
|
|
|
Jul 09, 2021
Q2 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
6+ 0.15% |
$327 - $330
|
3.91K
$204K
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.24% |
$218 - $220
|
1.66K
$86.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.53% |
$164 - $165
|
564
$29.4K
|
|
|
Jul 27, 2021
Q2 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2+ 0.01% |
$109 - $110
|
19.4K
$1.01M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.35% |
$109 - $110
|
566
$29.5K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.53% |
$109 - $110
|
378
$19.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$109 - $110
|
11.7K
$611K
|
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$54.6 - $54.9
|
1.46K
$75.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.55% |
$54.6 - $54.9
|
183
$9.54K
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.07% |
$54.6 - $54.9
|
1.43K
$74.4K
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.03% |
$54.6 - $54.9
|
3.68K
$192K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1+ 0.02% |
$54.6 - $54.9
|
5.28K
$275K
|
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1Closed |
$54.6 - $54.9
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
SELL
|
- |
-2- 0.03% |
$109 - $110
|
7.66K
$399K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-8- 0.79% |
$437 - $439
|
1.01K
$52.5K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10- 0.07% |
$546 - $549
|
13.5K
$705K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-23- 0.29% |
$1.26K - $1.26K
|
8.02K
$418K
|
|
|
Aug 12, 2021
Q2 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-30- 0.3% |
$1.64K - $1.65K
|
9.92K
$517K
|
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.12% |
$1.75K - $1.76K
|
25.6K
$1.33M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 0.08% |
$2.02K - $2.03K
|
46.9K
$2.44M
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-39- 0.09% |
$2.13K - $2.14K
|
44.7K
$2.33M
|
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
SELL
|
- |
-39- 0.12% |
$2.13K - $2.14K
|
32.2K
$1.68M
|
|
|
Aug 02, 2021
Q2 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-40- 0.09% |
$2.18K - $2.2K
|
44.8K
$2.34M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-43- 0.58% |
$2.35K - $2.36K
|
7.38K
$384K
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.91% |
$2.35K - $2.36K
|
4.66K
$243K
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44Closed |
$2.4K - $2.42K
|
0
$0
|