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
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70.5K+ 22.53% |
$3.85M - $3.87M
|
383K
$19.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
70.5K+ 194.86% |
$3.85M - $3.87M
|
107K
$5.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
69.2K+ 11.29% |
$3.78M - $3.8M
|
682K
$35.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68.9K+ 12.45% |
$3.76M - $3.79M
|
623K
$32.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
67.5K+ 5.29% |
$3.68M - $3.71M
|
1.34M
$69.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
65.8K+ 3.53% |
$3.59M - $3.61M
|
1.93M
$99.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
63.1KNew |
$3.44M - $3.46M
|
63.1K
$3.25M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
60.6K+ 5.14% |
$3.31M - $3.33M
|
1.24M
$63.9M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
60.5K+ 36.02% |
$3.3M - $3.32M
|
228K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
59.8K+ 7.76% |
$3.26M - $3.28M
|
830K
$42.8M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
58.4K+ 100.71% |
$3.19M - $3.21M
|
116K
$6M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.9K+ 84.46% |
$3.05M - $3.07M
|
122K
$6.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
55.5K+ 28.61% |
$3.03M - $3.05M
|
249K
$12.9M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
54.4KNew |
$2.97M - $2.99M
|
54.4K
$2.8M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
53.9KNew |
$2.94M - $2.96M
|
53.9K
$2.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
53.6K+ 51.06% |
$2.93M - $2.94M
|
159K
$8.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
53.4K+ 165.61% |
$2.91M - $2.93M
|
85.6K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
52.7KNew |
$2.88M - $2.9M
|
52.7K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
51.6K+ 2.9% |
$2.82M - $2.83M
|
1.83M
$94.3M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
50K+ 8.7% |
$2.73M - $2.74M
|
624K
$32.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
47.8K+ 26.12% |
$2.61M - $2.63M
|
231K
$11.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
47.5KNew |
$2.59M - $2.61M
|
47.5K
$2.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46.2K+ 37.4% |
$2.52M - $2.54M
|
170K
$8.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
45.4K+ 23.4% |
$2.48M - $2.49M
|
239K
$12.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
45.1K+ 9.89% |
$2.46M - $2.48M
|
501K
$25.8M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44.7K+ 13.95% |
$2.44M - $2.45M
|
365K
$18.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
43.5K+ 46.69% |
$2.38M - $2.39M
|
137K
$7.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
43.5K+ 2.82% |
$2.38M - $2.39M
|
1.59M
$81.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.9K+ 6.26% |
$2.23M - $2.25M
|
693K
$35.7M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
40.6K+ 59.81% |
$2.22M - $2.23M
|
108K
$5.59M
|
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
40.6KNew |
$2.22M - $2.23M
|
40.6K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40.4K+ 27.3% |
$2.21M - $2.22M
|
189K
$9.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
40.2K+ 12.58% |
$2.19M - $2.21M
|
360K
$18.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
39.9K+ 53.0% |
$2.18M - $2.19M
|
115K
$5.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
39.7KNew |
$2.17M - $2.18M
|
39.7K
$2.05M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
39.1K+ 64.5% |
$2.13M - $2.15M
|
99.7K
$5.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
38.4K+ 116.19% |
$2.09M - $2.11M
|
71.4K
$3.68M
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.8K+ 14.12% |
$2.06M - $2.08M
|
306K
$15.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.8K+ 14.12% |
$2.06M - $2.08M
|
306K
$15.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
35.9K+ 4.38% |
$1.96M - $1.97M
|
855K
$44.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
34.6K+ 3.7% |
$1.89M - $1.9M
|
971K
$50.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
33.3K+ 8.75% |
$1.82M - $1.83M
|
414K
$21.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
33.2KNew |
$1.81M - $1.82M
|
33.2K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
33K+ 24.07% |
$1.8M - $1.81M
|
170K
$8.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31.8K+ 17.68% |
$1.74M - $1.75M
|
212K
$10.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
31.6K+ 14.69% |
$1.72M - $1.73M
|
247K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.1K+ 589.84% |
$1.7M - $1.71M
|
36.4K
$1.88M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
30K+ 336.74% |
$1.64M - $1.65M
|
38.9K
$2M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29.2K+ 92.03% |
$1.59M - $1.6M
|
60.9K
$3.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29.1K+ 1.45% |
$1.59M - $1.6M
|
2.03M
$105M
|