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 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
628+ 3.75% |
$34.3K - $34.5K
|
17.4K
$908K
|
|
|
Aug 16, 2021
Q2 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
622+ 1.1% |
$33.9K - $34.2K
|
57.3K
$3M
|
|
|
Aug 13, 2021
Q2 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
621+ 15.03% |
$33.9K - $34.1K
|
4.75K
$248K
|
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
621+ 0.22% |
$33.9K - $34.1K
|
283K
$14.8M
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
585+ 508.7% |
$31.9K - $32.1K
|
700
$36.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
581+ 0.62% |
$31.7K - $31.9K
|
94.8K
$4.96M
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
580New |
$31.7K - $31.9K
|
580
$30.3K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
560+ 3.95% |
$30.6K - $30.8K
|
14.7K
$770K
|
|
|
Jul 19, 2021
Q2 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
559+ 5.14% |
$30.5K - $30.7K
|
11.4K
$598K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
555+ 12.77% |
$30.3K - $30.5K
|
4.9K
$256K
|
|
|
Aug 09, 2021
Q2 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
550New |
$30K - $30.2K
|
550
$28.8K
|
|
|
Jul 14, 2021
Q2 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
539+ 3.74% |
$29.4K - $29.6K
|
15K
$782K
|
|
|
Jul 07, 2021
Q2 2021
|
S.A. Mason LLC
|
BUY
|
- |
535New |
$29.2K - $29.4K
|
535
$28K
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
523+ 13.3% |
$28.5K - $28.7K
|
4.46K
$233K
|
|
|
Jul 22, 2021
Q2 2021
|
Private Capital Management LLC
|
BUY
|
- |
517+ 3.11% |
$28.2K - $28.4K
|
17.1K
$895K
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
456New |
$24.9K - $25K
|
456
$23.8K
|
|
|
Aug 03, 2021
Q2 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
446+ 9.08% |
$24.3K - $24.5K
|
5.36K
$280K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
425+ 18.98% |
$23.2K - $23.3K
|
2.66K
$139K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
395+ 10.63% |
$21.6K - $21.7K
|
4.11K
$215K
|
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
379+ 8.18% |
$20.7K - $20.8K
|
5.02K
$262K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
364New |
$19.9K - $20K
|
364
$19K
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
360New |
$19.6K - $19.8K
|
360
$18.8K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
329+ 0.14% |
$18K - $18.1K
|
232K
$12.1M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
307New |
$16.8K - $16.9K
|
307
$16.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
304+ 32.83% |
$16.6K - $16.7K
|
1.23K
$64.3K
|
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
295+ 0.35% |
$16.1K - $16.2K
|
84.1K
$4.4M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
293+ 83.95% |
$16K - $16.1K
|
642
$33.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
292+ 0.96% |
$15.9K - $16K
|
30.6K
$1.6M
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
285+ 1.18% |
$15.6K - $15.7K
|
24.4K
$1.28M
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
267New |
$14.6K - $14.7K
|
267
$14K
|
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
253+ 3.22% |
$13.8K - $13.9K
|
8.11K
$424K
|
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
245+ 2.76% |
$13.4K - $13.5K
|
9.12K
$477K
|
|
|
Jul 19, 2021
Q2 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
245+ 1.26% |
$13.4K - $13.5K
|
19.7K
$1.03M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
223+ 1.08% |
$12.2K - $12.2K
|
20.9K
$1.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
218+ 1.35% |
$11.9K - $12K
|
16.4K
$858K
|
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
207+ 295.71% |
$11.3K - $11.4K
|
277
$14.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
179+ 4.41% |
$9.77K - $9.83K
|
4.23K
$221K
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
177+ 0.98% |
$9.66K - $9.72K
|
18.3K
$956K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
167+ 0.21% |
$9.11K - $9.17K
|
80.6K
$4.21M
|
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
145+ 8.93% |
$7.91K - $7.96K
|
1.77K
$92.4K
|
|
|
Jul 22, 2021
Q2 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
144+ 1.61% |
$7.86K - $7.91K
|
9.08K
$475K
|
|
|
Aug 03, 2021
Q2 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
138+ 3.03% |
$7.53K - $7.58K
|
4.69K
$245K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
116New |
$6.33K - $6.37K
|
116
$6.07K
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
112+ 0.65% |
$6.11K - $6.15K
|
17.4K
$909K
|
|
|
Aug 04, 2021
Q2 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
100+ 0.17% |
$5.46K - $5.49K
|
60.1K
$3.14M
|
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.16% |
$5.46K - $5.49K
|
61.9K
$3.24M
|
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
94+ 0.5% |
$5.13K - $5.16K
|
19K
$994K
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91+ 1.99% |
$4.97K - $5K
|
4.68K
$244K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
83+ 1.23% |
$4.53K - $4.56K
|
6.81K
$356K
|
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
BUY
|
- |
80+ 0.84% |
$4.37K - $4.39K
|
9.59K
$501K
|