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 16, 2021
Q2 2021
|
Western Financial Corporation
|
BUY
|
- |
25.6K+ 48.72% |
$1.4M - $1.4M
|
78K
$4.07M
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.2KNew |
$1.38M - $1.38M
|
25.2K
$1.31M
|
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
BUY
|
- |
24.9K+ 21.56% |
$1.36M - $1.37M
|
140K
$7.32M
|
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
24.7K+ 66.29% |
$1.35M - $1.36M
|
62K
$3.23M
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21.6KNew |
$1.18M - $1.19M
|
21.6K
$1.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 9.65% |
$1.15M - $1.16M
|
240K
$12.5M
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.9K+ 24.43% |
$1.14M - $1.15M
|
107K
$5.56M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.6K+ 15.79% |
$1.12M - $1.13M
|
151K
$7.88M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
20.5K+ 6.43% |
$1.12M - $1.12M
|
339K
$17.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20.3K+ 40.01% |
$1.11M - $1.11M
|
70.9K
$3.7M
|
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
BUY
|
- |
19.5KNew |
$1.07M - $1.07M
|
19.5K
$1.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.2K+ 30.31% |
$1.05M - $1.05M
|
82.4K
$4.3M
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
18.7K+ 83.0% |
$1.02M - $1.03M
|
41.3K
$2.15M
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
18.2K+ 4416.02% |
$993K - $999K
|
18.6K
$970K
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
18.2K+ 11.34% |
$992K - $998K
|
179K
$9.31M
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.1K+ 31.7% |
$989K - $995K
|
75.3K
$3.93M
|
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
BUY
|
- |
17K+ 38.33% |
$930K - $936K
|
61.5K
$3.21M
|
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 120.02% |
$926K - $932K
|
31.1K
$1.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
16.1K+ 13.34% |
$881K - $886K
|
137K
$7.15M
|
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.9K+ 14.73% |
$866K - $872K
|
124K
$6.45M
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
15.3K+ 8.76% |
$832K - $838K
|
189K
$9.87M
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
14.9K+ 54.84% |
$816K - $821K
|
42.2K
$2.2M
|
|
|
Jul 15, 2021
Q2 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14.9K+ 24.71% |
$814K - $819K
|
75.2K
$3.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
14.3K+ 26.98% |
$778K - $783K
|
67.1K
$3.5M
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.2K+ 17.27% |
$775K - $780K
|
96.5K
$5.03M
|
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
14.1K+ 20.85% |
$770K - $775K
|
81.8K
$4.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.1K+ 9.3% |
$767K - $772K
|
165K
$8.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 133.74% |
$765K - $770K
|
24.5K
$1.28M
|
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
13.8K+ 20.72% |
$755K - $760K
|
80.6K
$4.2M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 2.46% |
$753K - $758K
|
574K
$30M
|
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
13.8K+ 12.23% |
$750K - $755K
|
126K
$6.58M
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.7K+ 48.09% |
$749K - $753K
|
42.2K
$2.2M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 38.39% |
$738K - $742K
|
48.7K
$2.54M
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.4K+ 17.28% |
$730K - $734K
|
90.8K
$4.73M
|
|
|
Jul 14, 2021
Q2 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
13.3K+ 10.09% |
$728K - $732K
|
145K
$7.59M
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13K+ 214.14% |
$708K - $713K
|
19K
$993K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 10.25% |
$706K - $710K
|
139K
$7.26M
|
|
|
Aug 02, 2021
Q2 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
12.9KNew |
$702K - $706K
|
12.9K
$671K
|
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
BUY
|
- |
12.8K+ 1.72% |
$699K - $703K
|
758K
$39.5M
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.4K+ 5.34% |
$675K - $679K
|
244K
$12.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
12.4K+ 24.43% |
$674K - $679K
|
62.9K
$3.28M
|
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12.2K+ 1.32% |
$664K - $669K
|
937K
$48.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.9K+ 43.86% |
$649K - $653K
|
39K
$2.04M
|
|
|
Aug 11, 2021
Q2 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 6.9% |
$638K - $642K
|
181K
$9.45M
|
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
11.7K+ 7.09% |
$636K - $640K
|
176K
$9.18M
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
11.6K+ 3.49% |
$631K - $635K
|
343K
$17.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
11.5K+ 9.22% |
$629K - $633K
|
137K
$7.13M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$607K - $611K
|
11.1K
$580K
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
10.9K+ 23.43% |
$594K - $598K
|
57.4K
$2.99M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8KNew |
$590K - $594K
|
10.8K
$564K
|