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
|
Orin Green Financial, LLC
|
SELL
|
- |
-4.37KClosed |
$238K - $240K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.39KClosed |
$240K - $241K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.47K- 12.08% |
$244K - $245K
|
32.5K
$1.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.59K- 3.3% |
$250K - $252K
|
135K
$7.01M
|
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
SELL
|
- |
-4.66K- 10.26% |
$254K - $256K
|
40.8K
$2.12M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.67K- 13.79% |
$255K - $256K
|
29.2K
$1.52M
|
|
|
Jul 09, 2021
Q2 2021
|
Hemington Wealth Management
|
SELL
|
- |
-4.73KClosed |
$258K - $259K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Hnp Capital LLC
|
SELL
|
- |
-4.82K- 1.07% |
$263K - $264K
|
446K
$23.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.96K- 27.96% |
$271K - $273K
|
12.8K
$667K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.97K- 39.62% |
$271K - $273K
|
7.58K
$395K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.06K- 37.09% |
$276K - $278K
|
8.59K
$447K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-5.08KClosed |
$277K - $279K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.14K- 7.74% |
$280K - $282K
|
61.2K
$3.19M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.17K- 6.92% |
$282K - $284K
|
69.5K
$3.62M
|
|
|
Aug 11, 2021
Q2 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5.18K- 9.25% |
$282K - $284K
|
50.8K
$2.65M
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.25K- 9.08% |
$287K - $288K
|
52.6K
$2.74M
|
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-5.28K- 19.88% |
$288K - $290K
|
21.3K
$1.11M
|
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5.3K- 4.95% |
$289K - $291K
|
102K
$5.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.33K- 36.12% |
$291K - $293K
|
9.42K
$491K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.36K- 16.66% |
$292K - $294K
|
26.8K
$1.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-5.41K- 3.77% |
$295K - $297K
|
138K
$7.2M
|
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.42K- 2.13% |
$296K - $298K
|
249K
$13M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.55K- 11.64% |
$303K - $305K
|
42.2K
$2.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.59KClosed |
$305K - $307K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.7KClosed |
$311K - $313K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.96K- 62.08% |
$325K - $327K
|
3.64K
$190K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-6.18KClosed |
$337K - $340K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.34K- 39.29% |
$346K - $348K
|
9.79K
$510K
|
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.41K- 21.06% |
$350K - $352K
|
24K
$1.25M
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-6.65K- 18.82% |
$363K - $365K
|
28.7K
$1.49M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.66KClosed |
$363K - $365K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.81KClosed |
$371K - $374K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-7K- 56.82% |
$382K - $384K
|
5.32K
$277K
|
|
|
Aug 16, 2021
Q2 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.06K- 19.11% |
$385K - $388K
|
29.9K
$1.56M
|
|
|
Aug 12, 2021
Q2 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-7.17K- 21.26% |
$391K - $394K
|
26.6K
$1.38M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.22K- 13.09% |
$394K - $396K
|
47.9K
$2.5M
|
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.36K- 26.47% |
$402K - $404K
|
20.4K
$1.07M
|
|
|
Apr 24, 2024
Q2 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.42K- 4.79% |
$405K - $407K
|
147K
$7.69M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-7.48K- 0.4% |
$408K - $411K
|
1.86M
$97.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.56KClosed |
$413K - $415K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-7.61K- 6.34% |
$415K - $418K
|
112K
$5.86M
|
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-7.77K- 28.04% |
$424K - $427K
|
19.9K
$1.04M
|
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8K- 28.1% |
$437K - $439K
|
20.5K
$1.07M
|
|
|
Aug 05, 2021
Q2 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-8.46K- 10.86% |
$462K - $465K
|
69.4K
$3.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-8.98K- 4.89% |
$490K - $493K
|
175K
$9.11M
|
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.08K- 14.87% |
$495K - $499K
|
52K
$2.71M
|
|
|
Jul 26, 2021
Q2 2021
|
Beacon Financial Group
|
SELL
|
- |
-9.08K- 4.02% |
$496K - $499K
|
217K
$11.3M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.33K- 9.85% |
$509K - $513K
|
85.4K
$4.45M
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-9.37K- 33.06% |
$511K - $515K
|
19K
$989K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-9.51K- 4.51% |
$519K - $522K
|
201K
$10.5M
|