Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-209- 0.58% |
$11.4K - $11.5K
|
35.7K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-210- 2.85% |
$11.5K - $11.5K
|
7.17K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-218- 1.33% |
$11.9K - $12K
|
16.2K
$841K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-228- 0.29% |
$12.4K - $12.5K
|
78.7K
$4.08M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-229- 9.44% |
$12.5K - $12.6K
|
2.2K
$114K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-230- 3.66% |
$12.6K - $12.6K
|
6.06K
$314K
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-235- 1.66% |
$12.8K - $12.9K
|
13.9K
$722K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-277Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-286Closed |
$15.6K - $15.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-301- 24.47% |
$16.4K - $16.5K
|
929
$48.2K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-307- 0.17% |
$16.8K - $16.9K
|
180K
$9.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-319- 2.03% |
$17.4K - $17.5K
|
15.4K
$798K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-326- 2.84% |
$17.8K - $17.9K
|
11.2K
$579K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-333- 2.24% |
$18.2K - $18.3K
|
14.6K
$755K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-333- 2.24% |
$18.2K - $18.3K
|
14.6K
$755K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-336- 2.91% |
$18.3K - $18.5K
|
11.2K
$582K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-340- 3.7% |
$18.6K - $18.7K
|
8.85K
$459K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-344- 11.45% |
$18.8K - $18.9K
|
2.66K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-345- 5.81% |
$18.8K - $18.9K
|
5.6K
$290K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-355- 0.86% |
$19.4K - $19.5K
|
40.8K
$2.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-360Closed |
$19.7K - $19.8K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-364Closed |
$19.9K - $20K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-384- 5.33% |
$21K - $21.1K
|
6.82K
$354K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-386- 1.95% |
$21.1K - $21.2K
|
19.4K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-388- 5.72% |
$21.2K - $21.3K
|
6.39K
$332K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-393- 2.07% |
$21.5K - $21.6K
|
18.6K
$966K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-394- 9.31% |
$21.5K - $21.6K
|
3.84K
$199K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-400- 0.98% |
$21.8K - $22K
|
40.4K
$2.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 55.56% |
$21.8K - $22K
|
320
$16.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-404- 1.22% |
$22.1K - $22.2K
|
32.8K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-427- 1.4% |
$23.3K - $23.5K
|
30.2K
$1.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-439- 6.3% |
$24K - $24.1K
|
6.53K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-456- 62.64% |
$24.9K - $25K
|
272
$14.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-517- 1.77% |
$28.2K - $28.4K
|
28.7K
$1.49M
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-547- 0.37% |
$29.9K - $30K
|
147K
$7.63M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-560- 12.21% |
$30.6K - $30.8K
|
4.03K
$209K
|
|
|
Nov 03, 2021
Q3 2021
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-575- 1.09% |
$31.4K - $31.6K
|
52.2K
$2.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-581- 57.7% |
$31.7K - $31.9K
|
426
$22.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-592- 3.0% |
$32.3K - $32.5K
|
19.1K
$993K
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-631- 5.97% |
$34.5K - $34.7K
|
9.94K
$516K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-670- 2.16% |
$36.6K - $36.8K
|
30.3K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-678- 1.16% |
$37K - $37.2K
|
57.7K
$2.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-685- 0.85% |
$37.4K - $37.6K
|
79.9K
$4.15M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-686- 1.62% |
$37.5K - $37.7K
|
41.8K
$2.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-700Closed |
$38.2K - $38.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-767- 54.09% |
$41.9K - $42.1K
|
651
$33.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-797- 47.9% |
$43.5K - $43.8K
|
867
$45K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-800- 1.68% |
$43.7K - $43.9K
|
46.9K
$2.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-808- 0.56% |
$44.1K - $44.4K
|
145K
$7.51M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-812- 14.53% |
$44.3K - $44.6K
|
4.78K
$248K
|