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 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44.4K- 10.7% |
$2.42M - $2.44M
|
370K
$19.3M
|
|
|
Jul 01, 2021
Q2 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-44.7KClosed |
$2.44M - $2.46M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-46.2KClosed |
$2.52M - $2.54M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-47K- 66.1% |
$2.57M - $2.58M
|
24.1K
$1.26M
|
|
|
Jul 28, 2021
Q2 2021
|
Strategic Equity Management
|
SELL
|
- |
-47.9KClosed |
$2.61M - $2.63M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-48.2KClosed |
$2.63M - $2.65M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-56.9K- 13.28% |
$3.11M - $3.13M
|
372K
$19.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57.6K- 46.54% |
$3.14M - $3.16M
|
66.2K
$3.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-59.4K- 40.12% |
$3.24M - $3.26M
|
88.6K
$4.62M
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-61.1K- 47.73% |
$3.33M - $3.36M
|
66.9K
$3.49M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-72.2K- 33.76% |
$3.94M - $3.97M
|
142K
$7.39M
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-85.1K- 62.66% |
$4.64M - $4.67M
|
50.7K
$2.64M
|
|
|
Jul 13, 2021
Q2 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-85.4KClosed |
$4.66M - $4.69M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-90K- 69.88% |
$4.91M - $4.94M
|
38.8K
$2.02M
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-93.4K- 33.14% |
$5.1M - $5.13M
|
189K
$9.83M
|
|
|
Aug 13, 2021
Q2 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-97.8KClosed |
$5.34M - $5.37M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-105K- 66.7% |
$5.73M - $5.77M
|
52.5K
$2.74M
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-113K- 35.85% |
$6.18M - $6.22M
|
203K
$10.6M
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-145K- 25.51% |
$7.91M - $7.96M
|
423K
$22.1M
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-166K- 98.21% |
$9.06M - $9.12M
|
3.02K
$158K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 3.56% |
$10.5M - $10.5M
|
5.18M
$270M
|
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-201K- 50.0% |
$10.9M - $11M
|
201K
$10.5M
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-201KClosed |
$11M - $11M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-209K- 97.17% |
$11.4M - $11.5M
|
6.07K
$317K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-283K- 41.08% |
$15.4M - $15.5M
|
405K
$21.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-317K- 99.77% |
$17.3M - $17.4M
|
718
$37.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Nationwide Asset Management LLC
|
SELL
|
- |
-547K- 89.66% |
$29.8M - $30M
|
63K
$3.29M
|
|
|
Aug 05, 2021
Q2 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-575K- 13.96% |
$31.4M - $31.6M
|
3.54M
$185M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.1M- 84.43% |
$60.2M - $60.6M
|
203K
$10.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.16M- 94.31% |
$63.3M - $63.7M
|
69.9K
$3.65M
|
|
|
Aug 13, 2021
Q2 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-3.21M- 25.81% |
$175M - $176M
|
9.24M
$482M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.12M- 98.17% |
$280M - $281M
|
95.2K
$4.97M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-5.27M- 99.92% |
$287M - $289M
|
4.42K
$231K
|