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 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.2K- 35.09% |
$558K - $562K
|
18.9K
$987K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11K- 11.94% |
$602K - $606K
|
81.4K
$4.24M
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.3K- 90.25% |
$614K - $618K
|
1.22K
$63.4K
|
|
Aug 16, 2021
Q2 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-11.8K- 37.61% |
$641K - $645K
|
19.5K
$1.02M
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-12.3K- 42.72% |
$669K - $673K
|
16.4K
$857K
|
|
Jul 27, 2021
Q2 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.4KClosed |
$678K - $682K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-12.5K- 5.43% |
$680K - $685K
|
217K
$11.3M
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-12.7K- 22.32% |
$695K - $700K
|
44.3K
$2.31M
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-12.9K- 3.21% |
$704K - $709K
|
389K
$20.3M
|
|
Aug 05, 2021
Q2 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-13.3K- 2.15% |
$726K - $730K
|
605K
$31.6M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.3K- 2.04% |
$728K - $732K
|
639K
$33.4M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.6K- 19.06% |
$741K - $745K
|
57.6K
$3.01M
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.9KClosed |
$757K - $762K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-14KClosed |
$763K - $768K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 3.06% |
$768K - $773K
|
446K
$23.3M
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-14.1KClosed |
$772K - $777K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.3K- 7.37% |
$781K - $786K
|
180K
$9.39M
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.1K- 54.69% |
$823K - $828K
|
12.5K
$652K
|
|
Aug 03, 2021
Q2 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-16.8K- 53.51% |
$915K - $921K
|
14.6K
$760K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-16.9K- 29.49% |
$922K - $927K
|
40.4K
$2.11M
|
|
Jul 20, 2021
Q2 2021
|
Financial Management Network Inc
|
SELL
|
- |
-17K- 20.52% |
$926K - $932K
|
65.7K
$3.43M
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-17.1KClosed |
$932K - $938K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-17.3KClosed |
$943K - $949K
|
0
$0
|
|
Jun 28, 2022
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-17.4K- 10.57% |
$952K - $958K
|
148K
$7.7M
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-18.1K- 8.17% |
$987K - $993K
|
203K
$10.6M
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-18.6K- 74.08% |
$1.01M - $1.02M
|
6.51K
$339K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-19K- 34.44% |
$1.04M - $1.04M
|
36.1K
$1.88M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.3K- 39.04% |
$1.11M - $1.12M
|
31.7K
$1.66M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-21.1K- 13.09% |
$1.15M - $1.16M
|
140K
$7.31M
|
|
Jul 22, 2021
Q2 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-22K- 9.12% |
$1.2M - $1.21M
|
219K
$11.4M
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-22.2K- 73.11% |
$1.21M - $1.22M
|
8.16K
$426K
|
|
Jul 26, 2021
Q2 2021
|
James Investment Research Inc
|
SELL
|
- |
-22.2K- 4.23% |
$1.21M - $1.22M
|
503K
$26.2M
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-23.3K- 52.61% |
$1.27M - $1.28M
|
21K
$1.09M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23.9K- 97.14% |
$1.3M - $1.31M
|
705
$36.8K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24KClosed |
$1.31M - $1.32M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
SELL
|
- |
-24K- 36.16% |
$1.31M - $1.32M
|
42.5K
$2.21M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-27KClosed |
$1.47M - $1.48M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-27.7K- 13.53% |
$1.51M - $1.52M
|
177K
$9.24M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.9K- 38.74% |
$1.52M - $1.53M
|
44.1K
$2.3M
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-29.6K- 79.03% |
$1.62M - $1.63M
|
7.86K
$410K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.5K- 76.86% |
$1.66M - $1.67M
|
9.17K
$478K
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-31.3K- 93.2% |
$1.71M - $1.72M
|
2.28K
$119K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-32.3K- 96.51% |
$1.76M - $1.77M
|
1.17K
$60.9K
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-34.5KClosed |
$1.88M - $1.89M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-34.6KClosed |
$1.89M - $1.9M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-36K- 30.37% |
$1.96M - $1.98M
|
82.5K
$4.31M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-38.4K- 20.58% |
$2.09M - $2.11M
|
148K
$7.73M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41.6K- 49.22% |
$2.27M - $2.29M
|
42.9K
$2.24M
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44.1K- 81.52% |
$2.41M - $2.42M
|
10K
$522K
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
SELL
|
- |
-44.3K- 13.75% |
$2.42M - $2.43M
|
278K
$14.5M
|