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
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 4.13% |
$68K - $68.5K
|
28.9K
$1.51M
|
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.28K- 4.97% |
$69.6K - $70K
|
24.4K
$1.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Financial Life Advisors
|
SELL
|
- |
-1.3K- 7.31% |
$70.8K - $71.2K
|
16.4K
$857K
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.38KClosed |
$75K - $75.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.4K- 25.93% |
$76.4K - $76.9K
|
4K
$208K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.45K- 2.93% |
$79K - $79.5K
|
47.9K
$2.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.46K- 1.91% |
$79.7K - $80.2K
|
75.1K
$3.92M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.5K- 5.19% |
$81.9K - $82.4K
|
27.4K
$1.43M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 3.66% |
$83.3K - $83.9K
|
40.2K
$2.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.73K- 10.35% |
$94.2K - $94.8K
|
15K
$780K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.97K- 26.78% |
$107K - $108K
|
5.37K
$280K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 11.08% |
$108K - $108K
|
15.9K
$826K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2KClosed |
$109K - $110K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2K- 2.75% |
$109K - $110K
|
70.6K
$3.68M
|
|
|
Aug 13, 2021
Q2 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.04K- 13.79% |
$111K - $112K
|
12.7K
$664K
|
|
|
Aug 04, 2021
Q2 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.1K- 1.62% |
$115K - $115K
|
127K
$6.63M
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.11K- 43.53% |
$115K - $116K
|
2.73K
$142K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.15K- 4.31% |
$117K - $118K
|
47.7K
$2.49M
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.24K- 17.74% |
$122K - $123K
|
10.4K
$542K
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
SELL
|
- |
-2.31K- 4.77% |
$126K - $127K
|
46.1K
$2.4M
|
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.48K- 26.78% |
$135K - $136K
|
6.78K
$353K
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 10.85% |
$139K - $140K
|
21K
$1.09M
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.55K- 46.51% |
$139K - $140K
|
2.94K
$153K
|
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-2.63K- 17.12% |
$143K - $144K
|
12.7K
$663K
|
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.69K- 1.88% |
$147K - $148K
|
141K
$7.34M
|
|
|
Aug 10, 2021
Q2 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.85K- 5.65% |
$156K - $157K
|
47.6K
$2.48M
|
|
|
Aug 10, 2021
Q2 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.89K- 2.22% |
$157K - $158K
|
127K
$6.64M
|
|
|
Jul 22, 2021
Q2 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.94K- 9.57% |
$160K - $161K
|
27.8K
$1.45M
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.04K- 5.05% |
$166K - $167K
|
57.1K
$2.97M
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
SELL
|
- |
-3.1KClosed |
$169K - $170K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3.11K- 5.06% |
$170K - $171K
|
58.3K
$3.04M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-3.13K- 8.73% |
$171K - $172K
|
32.7K
$1.71M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.17KClosed |
$173K - $174K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.17K- 1.98% |
$173K - $174K
|
157K
$8.21M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.18K- 7.84% |
$174K - $175K
|
37.4K
$1.95M
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.19K- 65.14% |
$174K - $175K
|
1.71K
$89.1K
|
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.28K- 7.38% |
$179K - $180K
|
41.1K
$2.14M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.3K- 57.66% |
$180K - $181K
|
2.43K
$126K
|
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.48K- 30.26% |
$190K - $191K
|
8.02K
$418K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.5K- 4.93% |
$191K - $192K
|
67.4K
$3.51M
|
|
|
Aug 10, 2021
Q2 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.53K- 35.09% |
$192K - $194K
|
6.52K
$340K
|
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.55K- 1.1% |
$193K - $195K
|
319K
$16.6M
|
|
|
Jul 29, 2021
Q2 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.7KClosed |
$202K - $203K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.75KClosed |
$205K - $206K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.83KClosed |
$209K - $210K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Capital City Trust CO
|
SELL
|
- |
-4.01K- 3.68% |
$219K - $220K
|
105K
$5.48M
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.04KClosed |
$221K - $222K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.13K- 25.93% |
$225K - $227K
|
11.8K
$615K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.16K- 12.7% |
$227K - $228K
|
28.6K
$1.49M
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.19KClosed |
$228K - $230K
|
0
$0
|