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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-11.2K- 26.32% |
$609K - $613K
|
31.3K
$1.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-11.2K- 26.32% |
$609K - $613K
|
31.3K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.2K- 12.64% |
$611K - $615K
|
77.4K
$4.02M
|
|
|
Nov 05, 2021
Q3 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.5KClosed |
$627K - $630K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.1K- 47.56% |
$658K - $662K
|
13.3K
$690K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.1K- 8.62% |
$663K - $667K
|
129K
$6.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.2K- 34.17% |
$721K - $725K
|
25.4K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 2.09% |
$746K - $750K
|
640K
$33.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-14.2K- 20.71% |
$774K - $779K
|
54.3K
$2.82M
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.4K- 59.02% |
$786K - $791K
|
10K
$519K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-15K- 22.82% |
$819K - $824K
|
50.7K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-15.4K- 30.36% |
$840K - $845K
|
35.3K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-15.5KClosed |
$846K - $850K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 60.82% |
$859K - $864K
|
10.1K
$526K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-17K- 3.39% |
$930K - $936K
|
486K
$25.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-17.1KClosed |
$935K - $940K
|
0
$0
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-17.4K- 16.32% |
$953K - $958K
|
89.4K
$4.64M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.7K- 36.26% |
$967K - $973K
|
31.1K
$1.62M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-18.1K- 0.65% |
$990K - $996K
|
2.79M
$145M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18.3K- 32.13% |
$1M - $1.01M
|
38.7K
$2.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-18.7K- 45.9% |
$1.02M - $1.03M
|
22.1K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-18.9K- 77.2% |
$1.03M - $1.04M
|
5.59K
$290K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.7KClosed |
$1.08M - $1.08M
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 11.58% |
$1.08M - $1.09M
|
151K
$7.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20K- 64.19% |
$1.09M - $1.1M
|
11.1K
$578K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20K- 21.91% |
$1.09M - $1.1M
|
71.3K
$3.7M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-20.8K- 49.2% |
$1.13M - $1.14M
|
21.4K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 53.13% |
$1.17M - $1.17M
|
18.9K
$978K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.2K- 18.8% |
$1.21M - $1.22M
|
95.9K
$4.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22.4K- 52.15% |
$1.22M - $1.23M
|
20.5K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-22.6K- 44.64% |
$1.23M - $1.24M
|
28K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-23K- 53.62% |
$1.26M - $1.27M
|
19.9K
$1.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.9K- 7.66% |
$1.3M - $1.31M
|
288K
$14.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-24.4KClosed |
$1.33M - $1.34M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-24.9K- 40.75% |
$1.36M - $1.37M
|
36.3K
$1.88M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.7K- 46.22% |
$1.4M - $1.41M
|
29.9K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26.2K- 49.36% |
$1.43M - $1.44M
|
26.9K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27.1K- 64.23% |
$1.48M - $1.49M
|
15.1K
$784K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-27.1K- 6.0% |
$1.48M - $1.49M
|
425K
$22.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.3K- 7.98% |
$1.49M - $1.5M
|
314K
$16.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-28K- 94.39% |
$1.53M - $1.54M
|
1.66K
$86.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Thornburg Investment Management Inc
|
SELL
|
- |
-28.7K- 63.36% |
$1.57M - $1.57M
|
16.6K
$860K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-30K- 38.45% |
$1.64M - $1.65M
|
48K
$2.49M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-30K- 21.02% |
$1.64M - $1.65M
|
113K
$5.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31K- 76.14% |
$1.7M - $1.71M
|
9.73K
$505K
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.4K- 38.07% |
$1.71M - $1.72M
|
51K
$2.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32.4K- 45.75% |
$1.77M - $1.78M
|
38.5K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-33.2K- 53.66% |
$1.81M - $1.82M
|
28.7K
$1.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-33.5KClosed |
$1.83M - $1.84M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-34.6K- 19.46% |
$1.89M - $1.9M
|
143K
$7.43M
|