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 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-459- 1.66% |
$25K - $25.2K
|
27.2K
$1.42M
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-499- 33.22% |
$27.2K - $27.4K
|
1K
$52.3K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-506Closed |
$27.6K - $27.8K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-508- 3.86% |
$27.7K - $27.9K
|
12.7K
$660K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-513- 5.17% |
$28K - $28.2K
|
9.42K
$491K
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-530- 11.98% |
$28.9K - $29.1K
|
3.89K
$203K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-541- 40.92% |
$29.5K - $29.7K
|
781
$40.7K
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-545- 7.28% |
$29.7K - $29.9K
|
6.95K
$362K
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-558- 1.56% |
$30.5K - $30.6K
|
35.3K
$1.84M
|
|
Jul 12, 2021
Q2 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-575- 0.29% |
$31.4K - $31.6K
|
200K
$10.4M
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-593- 9.07% |
$32.4K - $32.6K
|
5.94K
$310K
|
|
Jul 29, 2021
Q2 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-600- 1.96% |
$32.7K - $33K
|
30.1K
$1.57M
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-624- 30.56% |
$34.1K - $34.3K
|
1.42K
$73.9K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-679- 12.21% |
$37.1K - $37.3K
|
4.88K
$254K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-679- 2.18% |
$37.1K - $37.3K
|
30.5K
$1.59M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
SELL
|
- |
-692- 22.73% |
$37.8K - $38K
|
2.35K
$123K
|
|
Jul 26, 2021
Q2 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-699- 0.54% |
$38.1K - $38.4K
|
129K
$6.74M
|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-703- 6.24% |
$38.4K - $38.6K
|
10.6K
$551K
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-712- 9.27% |
$38.9K - $39.1K
|
6.97K
$363K
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-735- 8.85% |
$40.1K - $40.4K
|
7.57K
$394K
|
|
Aug 09, 2021
Q2 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-736- 6.32% |
$40.2K - $40.4K
|
10.9K
$569K
|
|
Aug 16, 2021
Q2 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-763- 7.95% |
$41.6K - $41.9K
|
8.84K
$461K
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
SELL
|
- |
-766- 0.81% |
$41.8K - $42.1K
|
93.9K
$4.89M
|
|
Jul 27, 2021
Q2 2021
|
Monument Capital Management
|
SELL
|
- |
-792- 1.48% |
$43.2K - $43.5K
|
52.8K
$2.75M
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-798- 10.51% |
$43.5K - $43.8K
|
6.79K
$354K
|
|
Aug 16, 2021
Q2 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-803- 6.37% |
$43.8K - $44.1K
|
11.8K
$615K
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-804- 15.49% |
$43.9K - $44.2K
|
4.39K
$229K
|
|
Aug 10, 2021
Q2 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-827- 13.32% |
$45.1K - $45.4K
|
5.38K
$280K
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-838- 0.68% |
$45.7K - $46K
|
123K
$6.39M
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
SELL
|
- |
-853- 10.2% |
$46.5K - $46.8K
|
7.51K
$391K
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-857- 8.53% |
$46.8K - $47.1K
|
9.19K
$479K
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-880- 5.31% |
$48K - $48.3K
|
15.7K
$818K
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-881- 7.73% |
$48.1K - $48.4K
|
10.5K
$548K
|
|
Jul 29, 2021
Q2 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-900- 1.05% |
$49.1K - $49.4K
|
84.7K
$4.41M
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-911- 14.02% |
$49.7K - $50K
|
5.59K
$291K
|
|
Aug 06, 2021
Q2 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-914- 8.87% |
$49.9K - $50.2K
|
9.39K
$489K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-942- 2.95% |
$51.4K - $51.7K
|
31K
$1.62M
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-950- 11.09% |
$51.8K - $52.2K
|
7.62K
$397K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-969- 81.98% |
$52.9K - $53.2K
|
213
$11.1K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 3.18% |
$57.5K - $57.8K
|
32.1K
$1.67M
|
|
Aug 10, 2021
Q2 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.06K- 0.17% |
$57.6K - $57.9K
|
633K
$33M
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.07K- 89.92% |
$58.4K - $58.8K
|
120
$6.25K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 20.44% |
$59.8K - $60.1K
|
4.26K
$222K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.11K- 1.35% |
$60.4K - $60.7K
|
80.5K
$4.2M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.15K- 0.94% |
$62.8K - $63.2K
|
121K
$6.29M
|
|
Aug 12, 2021
Q2 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.2K- 9.49% |
$65.7K - $66.1K
|
11.5K
$598K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.21K- 3.74% |
$66.1K - $66.6K
|
31.2K
$1.63M
|
|
Aug 17, 2021
Q2 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 7.46% |
$67K - $67.4K
|
15.2K
$793K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.24K- 3.63% |
$67.4K - $67.9K
|
32.8K
$1.71M
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.24KClosed |
$67.6K - $68K
|
0
$0
|