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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-825- 8.23% |
$45K - $45.3K
|
9.2K
$474K
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-862- 8.62% |
$47.1K - $47.3K
|
9.14K
$471K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-869- 6.01% |
$47.4K - $47.7K
|
13.6K
$701K
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-876- 4.05% |
$47.8K - $48.1K
|
20.7K
$1.07M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.04K- 8.13% |
$56.8K - $57.1K
|
11.8K
$606K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.06K- 1.41% |
$57.7K - $58.1K
|
74.1K
$3.82M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.08K- 0.85% |
$59K - $59.3K
|
126K
$6.5M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.08K- 12.6% |
$59.1K - $59.4K
|
7.5K
$387K
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.1K- 2.32% |
$60.2K - $60.6K
|
46.5K
$2.4M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 10.56% |
$63.6K - $64K
|
9.87K
$509K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.17KClosed |
$63.8K - $64.1K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.18K- 40.33% |
$64.6K - $65K
|
1.75K
$90.3K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.19K- 2.89% |
$65.1K - $65.5K
|
40.1K
$2.07M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.19K- 9.25% |
$65.1K - $65.5K
|
11.7K
$603K
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.2K- 5.78% |
$65.5K - $65.9K
|
19.6K
$1.01M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.22K- 6.27% |
$66.7K - $67.1K
|
18.3K
$942K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.25KClosed |
$68.2K - $68.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.3K- 11.82% |
$70.9K - $71.3K
|
9.7K
$500K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.34K- 7.4% |
$73.3K - $73.7K
|
16.8K
$865K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.34K- 4.7% |
$73.4K - $73.8K
|
27.3K
$1.4M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.38K- 4.24% |
$75.3K - $75.7K
|
31.2K
$1.61M
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.38K- 9.66% |
$75.3K - $75.8K
|
12.9K
$665K
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.46K- 2.8% |
$79.6K - $80.1K
|
50.5K
$2.6M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.58K- 3.11% |
$86K - $86.6K
|
49.1K
$2.53M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.64K- 17.43% |
$89.6K - $90.1K
|
7.78K
$401K
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.64K- 0.91% |
$89.7K - $90.2K
|
179K
$9.25M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 1.08% |
$91.2K - $91.7K
|
152K
$7.85M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.68K- 0.83% |
$91.5K - $92K
|
200K
$10.3M
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.68K- 20.25% |
$91.7K - $92.3K
|
6.62K
$341K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.7K- 26.04% |
$92.5K - $93.1K
|
4.81K
$248K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 9.89% |
$92.7K - $93.3K
|
15.5K
$797K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$92.9K - $93.4K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.71K- 2.73% |
$93.6K - $94.1K
|
61K
$3.15M
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.76K- 15.72% |
$95.9K - $96.4K
|
9.42K
$485K
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.76K- 6.42% |
$96.2K - $96.8K
|
25.7K
$1.32M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.77K- 5.4% |
$96.5K - $97.1K
|
31K
$1.6M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.79K- 14.32% |
$97.7K - $98.3K
|
10.7K
$552K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.87K- 4.43% |
$102K - $103K
|
40.3K
$2.08M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 10.03% |
$104K - $104K
|
17K
$878K
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.9K- 27.2% |
$104K - $104K
|
5.09K
$262K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.93K- 25.33% |
$105K - $106K
|
5.69K
$293K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.96K- 7.2% |
$107K - $108K
|
25.3K
$1.3M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.99K- 2.47% |
$109K - $109K
|
78.5K
$4.05M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2K- 7.3% |
$109K - $110K
|
25.4K
$1.31M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.07K- 11.39% |
$113K - $114K
|
16.1K
$829K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.08K- 17.49% |
$114K - $114K
|
9.81K
$505K
|
|
Nov 12, 2021
Q3 2021
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2.2K- 3.12% |
$120K - $121K
|
68.4K
$3.53M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.2K- 18.33% |
$120K - $121K
|
9.8K
$505K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.21K- 1.09% |
$121K - $121K
|
201K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 57.88% |
$123K - $123K
|
1.63K
$84.2K
|