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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 1.87% |
$2.62K - $2.64K
|
2.52K
$131K
|
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54- 0.18% |
$2.95K - $2.97K
|
29.9K
$1.56M
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-55Closed |
$3K - $3.02K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.18% |
$3.22K - $3.24K
|
33.5K
$1.74M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 3.68% |
$3.55K - $3.57K
|
1.7K
$88.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-72- 94.74% |
$3.93K - $3.95K
|
4
$208
|
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-73Closed |
$3.98K - $4.01K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-83Closed |
$4.53K - $4.56K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-90- 0.86% |
$4.91K - $4.94K
|
10.3K
$539K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 32.26% |
$5.46K - $5.49K
|
210
$10.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-100- 2.67% |
$5.46K - $5.49K
|
3.65K
$190K
|
|
|
Aug 02, 2021
Q2 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 1.35% |
$5.46K - $5.49K
|
7.3K
$380K
|
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 1.19% |
$5.46K - $5.49K
|
8.3K
$432K
|
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-108- 1.17% |
$5.89K - $5.93K
|
9.12K
$475K
|
|
|
Oct 12, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-111- 0.3% |
$6.06K - $6.1K
|
37.3K
$1.94M
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-130Closed |
$7.09K - $7.14K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$7.64K - $7.69K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
SELL
|
- |
-150- 0.2% |
$8.19K - $8.24K
|
73.3K
$3.82M
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-159- 0.7% |
$8.68K - $8.73K
|
22.7K
$1.18M
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160- 15.02% |
$8.73K - $8.79K
|
905
$47.2K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-162- 0.36% |
$8.84K - $8.9K
|
44.4K
$2.32M
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-163- 0.55% |
$8.89K - $8.95K
|
29.6K
$1.54M
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-183Closed |
$9.99K - $10.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-183- 1.45% |
$9.99K - $10.1K
|
12.4K
$649K
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-200- 6.78% |
$10.9K - $11K
|
2.75K
$143K
|
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-200- 1.49% |
$10.9K - $11K
|
13.2K
$690K
|
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-200- 0.43% |
$10.9K - $11K
|
46.2K
$2.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-203- 4.01% |
$11.1K - $11.1K
|
4.86K
$253K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-225- 1.34% |
$12.3K - $12.4K
|
16.6K
$864K
|
|
|
Aug 17, 2021
Q2 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-229- 0.25% |
$12.5K - $12.6K
|
90.1K
$4.7M
|
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-238- 0.81% |
$13K - $13.1K
|
29.2K
$1.52M
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-246Closed |
$13.4K - $13.5K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-248- 0.15% |
$13.5K - $13.6K
|
168K
$8.75M
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-250- 1.13% |
$13.6K - $13.7K
|
21.9K
$1.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-264- 0.52% |
$14.4K - $14.5K
|
50.7K
$2.64M
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-273- 1.56% |
$14.9K - $15K
|
17.3K
$900K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-294- 1.45% |
$16K - $16.1K
|
20K
$1.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-302- 1.89% |
$16.5K - $16.6K
|
15.7K
$816K
|
|
|
Aug 02, 2021
Q2 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-322- 2.8% |
$17.6K - $17.7K
|
11.2K
$582K
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-344- 2.91% |
$18.8K - $18.9K
|
11.5K
$599K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-355- 2.45% |
$19.4K - $19.5K
|
14.2K
$738K
|
|
|
Aug 12, 2021
Q2 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-360- 8.26% |
$19.6K - $19.8K
|
4K
$208K
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-379- 13.54% |
$20.7K - $20.8K
|
2.42K
$126K
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-380- 1.12% |
$20.7K - $20.9K
|
33.6K
$1.75M
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-396- 22.32% |
$21.6K - $21.7K
|
1.38K
$71.8K
|
|
|
Nov 16, 2023
Q2 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-397- 0.06% |
$21.7K - $21.8K
|
684K
$35.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-422- 8.94% |
$23K - $23.2K
|
4.3K
$224K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-432- 2.52% |
$23.6K - $23.7K
|
16.7K
$871K
|
|
|
Aug 11, 2021
Q2 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-443- 0.11% |
$24.2K - $24.3K
|
398K
$20.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-450- 95.34% |
$24.6K - $24.7K
|
22
$1.15K
|