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 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-4.74K- 2.65% |
$259K - $260K
|
174K
$8.96M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.75KClosed |
$259K - $261K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-4.84K- 11.39% |
$264K - $266K
|
37.6K
$1.94M
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.86K- 1.95% |
$265K - $267K
|
244K
$12.6M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.86KClosed |
$265K - $267K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.88KClosed |
$266K - $268K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.89K- 36.59% |
$267K - $269K
|
8.48K
$437K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-4.9K- 3.55% |
$268K - $269K
|
133K
$6.87M
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.02KClosed |
$274K - $275K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-5.03K- 11.33% |
$274K - $276K
|
39.3K
$2.03M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.18K- 10.62% |
$283K - $284K
|
43.5K
$2.24M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.18K- 5.63% |
$283K - $284K
|
86.8K
$4.47M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.25K- 11.82% |
$287K - $288K
|
39.2K
$2.02M
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-5.33K- 41.9% |
$291K - $293K
|
7.39K
$381K
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-5.33KClosed |
$291K - $293K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.37KClosed |
$293K - $295K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.37K- 21.81% |
$293K - $295K
|
19.3K
$993K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.49K- 5.79% |
$299K - $301K
|
89.3K
$4.6M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-5.55K- 25.23% |
$303K - $305K
|
16.4K
$847K
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.55K- 2.68% |
$303K - $305K
|
202K
$10.4M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-5.64K- 29.71% |
$308K - $310K
|
13.3K
$687K
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-5.73K- 1.15% |
$313K - $314K
|
491K
$25.3M
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.81KClosed |
$317K - $319K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-6.2K- 0.94% |
$339K - $341K
|
656K
$33.8M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-6.22K- 3.29% |
$339K - $341K
|
183K
$9.41M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.34K- 14.96% |
$346K - $348K
|
36K
$1.86M
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.73K- 45.98% |
$367K - $370K
|
7.91K
$407K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.81KClosed |
$372K - $374K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6.91K- 1.86% |
$377K - $379K
|
365K
$18.8M
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-7K- 35.11% |
$382K - $384K
|
12.9K
$667K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-7.19K- 15.59% |
$392K - $395K
|
38.9K
$2.01M
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-7.33K- 13.97% |
$400K - $403K
|
45.1K
$2.33M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.56K- 50.49% |
$413K - $415K
|
7.41K
$382K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.57KClosed |
$413K - $416K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-7.89K- 17.33% |
$431K - $433K
|
37.6K
$1.94M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.97K- 11.82% |
$435K - $437K
|
59.4K
$3.06M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.45K- 9.89% |
$461K - $464K
|
77K
$3.97M
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-8.51K- 16.12% |
$465K - $467K
|
44.3K
$2.28M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.76KClosed |
$478K - $481K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.83K- 1.67% |
$482K - $485K
|
522K
$26.9M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.85K- 2.13% |
$483K - $486K
|
406K
$20.9M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-9KClosed |
$491K - $494K
|
0
$0
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9.11K- 10.03% |
$497K - $500K
|
81.6K
$4.21M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.16K- 3.95% |
$500K - $503K
|
223K
$11.5M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-9.94K- 46.68% |
$543K - $546K
|
11.3K
$585K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.95K- 21.24% |
$543K - $546K
|
36.9K
$1.9M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.1K- 22.94% |
$553K - $556K
|
34K
$1.75M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.1K- 5.93% |
$553K - $556K
|
161K
$8.28M
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-10.7K- 90.71% |
$585K - $588K
|
1.1K
$56.5K
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.9K- 37.28% |
$595K - $599K
|
18.3K
$945K
|