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 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-34.6K- 5.72% |
$1.89M - $1.9M
|
571K
$29.4M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-36.1K- 74.68% |
$1.97M - $1.98M
|
12.2K
$631K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-36.5K- 31.32% |
$1.99M - $2M
|
80K
$4.12M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-36.7K- 17.32% |
$2.01M - $2.02M
|
175K
$9.04M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-36.9K- 38.71% |
$2.01M - $2.02M
|
58.4K
$3.01M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.1K- 8.67% |
$2.03M - $2.04M
|
391K
$20.2M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-37.8K- 35.42% |
$2.06M - $2.07M
|
68.9K
$3.55M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-38K- 20.13% |
$2.07M - $2.08M
|
151K
$7.76M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.7K- 1.11% |
$2.11M - $2.13M
|
3.44M
$177M
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-38.9K- 25.77% |
$2.12M - $2.14M
|
112K
$5.77M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-40.1K- 65.23% |
$2.19M - $2.2M
|
21.4K
$1.1M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.1K- 28.32% |
$2.19M - $2.2M
|
102K
$5.24M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-40.8K- 27.62% |
$2.23M - $2.24M
|
107K
$5.51M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-44.7K- 64.02% |
$2.44M - $2.45M
|
25.1K
$1.29M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.3K- 11.17% |
$2.47M - $2.49M
|
360K
$18.6M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-47.4KClosed |
$2.59M - $2.6M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-48.6K- 1.84% |
$2.65M - $2.67M
|
2.59M
$134M
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-50.8KClosed |
$2.77M - $2.79M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51K- 26.34% |
$2.78M - $2.8M
|
142K
$7.34M
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-52.2KClosed |
$2.85M - $2.87M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-53.4K- 84.37% |
$2.91M - $2.93M
|
9.89K
$510K
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-53.9KClosed |
$2.94M - $2.96M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-54.2K- 49.13% |
$2.96M - $2.97M
|
56.1K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-55K- 43.77% |
$3M - $3.02M
|
70.6K
$3.64M
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
SELL
|
- |
-56K- 20.56% |
$3.06M - $3.08M
|
217K
$11.2M
|
|
Nov 15, 2021
Q3 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-57.3KClosed |
$3.13M - $3.15M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.3K- 13.77% |
$3.18M - $3.2M
|
365K
$18.8M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-59K- 17.41% |
$3.22M - $3.24M
|
280K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-61.4K- 16.57% |
$3.35M - $3.37M
|
309K
$15.9M
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-65.4K- 56.44% |
$3.57M - $3.59M
|
50.5K
$2.6M
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-72.1K- 22.63% |
$3.94M - $3.96M
|
246K
$12.7M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-75.1K- 26.81% |
$4.1M - $4.12M
|
205K
$10.6M
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-79.7K- 61.6% |
$4.35M - $4.38M
|
49.7K
$2.56M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-81.2KClosed |
$4.43M - $4.46M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81.4K- 61.54% |
$4.45M - $4.47M
|
50.9K
$2.62M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-83.8K- 63.04% |
$4.57M - $4.6M
|
49.1K
$2.53M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-85.7K- 8.53% |
$4.68M - $4.71M
|
920K
$47.4M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-86.7K- 48.99% |
$4.74M - $4.76M
|
90.3K
$4.66M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-89.8K- 44.31% |
$4.9M - $4.93M
|
113K
$5.82M
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-95.1K- 12.54% |
$5.19M - $5.22M
|
663K
$34.2M
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-102K- 46.85% |
$5.56M - $5.59M
|
115K
$5.95M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-102K- 76.71% |
$5.58M - $5.62M
|
31.1K
$1.6M
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-104K- 43.4% |
$5.68M - $5.71M
|
136K
$6.99M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-113K- 71.52% |
$6.15M - $6.18M
|
44.8K
$2.31M
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-115K- 52.38% |
$6.26M - $6.3M
|
104K
$5.37M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115K- 24.9% |
$6.28M - $6.32M
|
347K
$17.9M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127K- 32.76% |
$6.94M - $6.98M
|
261K
$13.4M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-149K- 27.1% |
$8.13M - $8.17M
|
400K
$20.6M
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-150K- 51.35% |
$8.19M - $8.24M
|
142K
$7.33M
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-156K- 94.49% |
$8.51M - $8.56M
|
9.08K
$468K
|