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 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-161K- 83.79% |
$8.77M - $8.82M
|
31.1K
$1.6M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-161K- 28.02% |
$8.79M - $8.84M
|
414K
$21.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-170K- 45.93% |
$9.28M - $9.33M
|
200K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-170K- 48.27% |
$9.3M - $9.35M
|
182K
$9.4M
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-174K- 25.48% |
$9.51M - $9.57M
|
509K
$26.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-181KClosed |
$9.87M - $9.93M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-182K- 2.49% |
$9.93M - $9.99M
|
7.12M
$367M
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-191K- 49.12% |
$10.4M - $10.5M
|
198K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200K- 82.49% |
$10.9M - $11M
|
42.4K
$2.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-205K- 59.79% |
$11.2M - $11.3M
|
138K
$7.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-247K- 99.26% |
$13.5M - $13.5M
|
1.84K
$94.7K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-285K- 50.99% |
$15.5M - $15.6M
|
274K
$14.1M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-291K- 90.75% |
$15.9M - $16M
|
29.7K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-300K- 22.2% |
$16.4M - $16.5M
|
1.05M
$54.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-307KClosed |
$16.8M - $16.9M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-340K- 56.52% |
$18.6M - $18.7M
|
261K
$13.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-341K- 99.58% |
$18.6M - $18.8M
|
1.46K
$75K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-404K- 34.65% |
$22.1M - $22.2M
|
762K
$39.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-429K- 29.05% |
$23.4M - $23.6M
|
1.05M
$54M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-903K- 98.8% |
$49.3M - $49.6M
|
10.9K
$563K
|
|
|
Nov 04, 2021
Q3 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-972K- 27.41% |
$53.1M - $53.4M
|
2.57M
$133M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14M- 40.4% |
$62.5M - $62.9M
|
1.69M
$87.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22M- 29.48% |
$66.4M - $66.8M
|
2.91M
$150M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.26M- 54.99% |
$69M - $69.4M
|
1.03M
$53.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.09M- 25.79% |
$114M - $115M
|
6.01M
$310M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.21MClosed |
$121M - $121M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.27M- 67.5% |
$124M - $124M
|
1.09M
$56.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.74M- 44.33% |
$204M - $205M
|
4.7M
$242M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.96M- 58.54% |
$489M - $492M
|
6.35M
$327M
|
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-9.24MClosed |
$504M - $507M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-10.2M- 50.0% |
$555M - $558M
|
10.2M
$523M
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-12.2M- 97.95% |
$666M - $670M
|
256K
$13.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.2M- 39.43% |
$776M - $780M
|
21.8M
$1.12B
|