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 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.58K+ 3.17% |
$195K - $197K
|
116K
$6.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.51K+ 30.66% |
$192K - $193K
|
15K
$783K
|
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3.5K+ 15.56% |
$191K - $192K
|
26K
$1.36M
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
BUY
|
- |
3.38K+ 4.57% |
$185K - $186K
|
77.4K
$4.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.38K+ 2.25% |
$185K - $186K
|
154K
$8.05M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 30.28% |
$182K - $183K
|
14.3K
$750K
|
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
3.31K+ 39.91% |
$181K - $182K
|
11.6K
$607K
|
|
|
Jul 26, 2021
Q2 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.25K+ 1.1% |
$177K - $178K
|
298K
$15.6M
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.18K+ 1.89% |
$173K - $175K
|
171K
$8.94M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.11K+ 51.72% |
$170K - $171K
|
9.14K
$478K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.08K+ 1.42% |
$168K - $169K
|
220K
$11.5M
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.02K+ 25.47% |
$165K - $166K
|
14.9K
$778K
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
3.02K+ 25.47% |
$165K - $166K
|
14.9K
$778K
|
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3K+ 17.71% |
$163K - $165K
|
19.9K
$1.04M
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.95K+ 20.77% |
$161K - $162K
|
17.2K
$897K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.81K+ 7.09% |
$153K - $154K
|
42.4K
$2.22M
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.81K+ 7.09% |
$153K - $154K
|
42.4K
$2.22M
|
|
|
Aug 02, 2021
Q2 2021
|
Shaker Investments LLC
|
BUY
|
- |
2.7K+ 10.06% |
$148K - $148K
|
29.6K
$1.55M
|
|
|
Aug 11, 2021
Q2 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.68K+ 15.95% |
$146K - $147K
|
19.5K
$1.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.61K+ 1.55% |
$143K - $144K
|
171K
$8.93M
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.47K+ 102.91% |
$135K - $136K
|
4.87K
$255K
|
|
|
Aug 03, 2021
Q2 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.47KNew |
$135K - $135K
|
2.47K
$129K
|
|
|
Mar 28, 2023
Q2 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.35K+ 5.89% |
$128K - $129K
|
42.3K
$2.21M
|
|
|
Aug 05, 2021
Q2 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.3K+ 34.85% |
$126K - $126K
|
8.9K
$465K
|
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
2.29K+ 51.03% |
$125K - $125K
|
6.76K
$354K
|
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.09K+ 23.44% |
$114K - $115K
|
11K
$575K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.09K+ 5.47% |
$114K - $115K
|
40.2K
$2.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 8.57% |
$111K - $112K
|
25.9K
$1.35M
|
|
|
Aug 09, 2021
Q2 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.03K+ 35.91% |
$111K - $111K
|
7.68K
$402K
|
|
|
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2K+ 34.65% |
$109K - $110K
|
7.78K
$407K
|
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2K+ 6.09% |
$109K - $110K
|
34.9K
$1.82M
|
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
2K+ 0.71% |
$109K - $110K
|
285K
$14.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.95K+ 15.36% |
$106K - $107K
|
14.6K
$765K
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.9K+ 4.09% |
$104K - $104K
|
48.4K
$2.53M
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.82K+ 13.46% |
$99.4K - $100K
|
15.4K
$803K
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.82K+ 3.89% |
$99.3K - $99.9K
|
48.6K
$2.54M
|
|
|
Jul 13, 2021
Q2 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
1.8K+ 5.87% |
$98.2K - $98.9K
|
32.4K
$1.7M
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 0.46% |
$93.6K - $94.2K
|
375K
$19.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.69K+ 7.37% |
$92.2K - $92.8K
|
24.6K
$1.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.63K+ 9.0% |
$88.8K - $89.4K
|
19.7K
$1.03M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.6K+ 40.66% |
$87.4K - $87.9K
|
5.54K
$290K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 8.68% |
$85.9K - $86.5K
|
19.7K
$1.03M
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.55K+ 4.53% |
$84.4K - $85K
|
35.7K
$1.87M
|
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
BUY
|
- |
1.51K+ 8.67% |
$82.4K - $82.9K
|
18.9K
$990K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 63.59% |
$82.2K - $82.8K
|
3.88K
$203K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.5K+ 10.33% |
$81.7K - $82.3K
|
16K
$837K
|
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.5K+ 0.56% |
$81.7K - $82.3K
|
268K
$14M
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 3.27% |
$81.5K - $82K
|
47.1K
$2.46M
|
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.47K+ 7.13% |
$80.4K - $81K
|
22.1K
$1.16M
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
1.46K+ 4.64% |
$79.8K - $80.3K
|
33K
$1.73M
|