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 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.28K- 28.44% |
$124K - $125K
|
5.74K
$296K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.28K- 28.44% |
$124K - $125K
|
5.74K
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.3K- 18.03% |
$125K - $126K
|
10.4K
$538K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.44K- 1.99% |
$133K - $134K
|
120K
$6.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.47KClosed |
$135K - $135K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.58K- 3.71% |
$141K - $142K
|
66.9K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.63K- 0.65% |
$144K - $144K
|
400K
$20.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.69K- 5.61% |
$147K - $148K
|
45.2K
$2.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.7K- 27.6% |
$148K - $148K
|
7.09K
$365K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.74K- 8.77% |
$149K - $150K
|
28.5K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.74K- 1.67% |
$150K - $151K
|
161K
$8.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.75K- 3.95% |
$150K - $151K
|
66.9K
$3.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.82K- 34.75% |
$154K - $155K
|
5.29K
$273K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.83K- 17.2% |
$154K - $155K
|
13.6K
$701K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-2.83K- 1.31% |
$155K - $156K
|
214K
$11M
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-2.85KClosed |
$156K - $157K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-2.88K- 18.54% |
$157K - $158K
|
12.6K
$652K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.99K- 1.06% |
$163K - $164K
|
280K
$14.5M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.01K- 2.63% |
$164K - $165K
|
111K
$5.73M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.06K- 36.02% |
$167K - $168K
|
5.44K
$280K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.2K- 20.89% |
$175K - $176K
|
12.1K
$624K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.23K- 1.21% |
$177K - $178K
|
265K
$13.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.25K- 1.62% |
$177K - $178K
|
198K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.3K- 7.0% |
$180K - $181K
|
43.8K
$2.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.38K- 16.87% |
$184K - $186K
|
16.6K
$858K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.58K- 22.34% |
$195K - $196K
|
12.4K
$641K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.63KClosed |
$198K - $200K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.64KClosed |
$199K - $200K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.67K- 26.01% |
$200K - $201K
|
10.4K
$538K
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.73K- 5.71% |
$204K - $205K
|
61.6K
$3.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.82K- 25.9% |
$208K - $210K
|
10.9K
$563K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.85K- 3.66% |
$210K - $212K
|
101K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4K- 5.76% |
$218K - $220K
|
65.4K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.02K- 38.91% |
$219K - $221K
|
6.3K
$325K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.03K- 8.0% |
$220K - $221K
|
46.3K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.11KClosed |
$224K - $226K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 29.01% |
$227K - $229K
|
10.2K
$525K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-4.23K- 13.14% |
$231K - $232K
|
27.9K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.26KClosed |
$232K - $234K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.26K- 5.16% |
$232K - $234K
|
78.3K
$4.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-4.33K- 15.08% |
$236K - $238K
|
24.4K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.35KClosed |
$238K - $239K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.39KClosed |
$239K - $241K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.49KClosed |
$245K - $246K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
SELL
|
- |
-4.5K- 0.06% |
$246K - $247K
|
7.48M
$385M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.57K- 11.9% |
$249K - $251K
|
33.8K
$1.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.63K- 3.44% |
$253K - $254K
|
130K
$6.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.66KClosed |
$254K - $256K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.66KClosed |
$255K - $256K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 34.97% |
$258K - $260K
|
8.79K
$453K
|