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
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28.7K+ 1730.52% |
$1.57M - $1.58M
|
30.4K
$1.58M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
28.5K+ 45.34% |
$1.56M - $1.57M
|
91.5K
$4.75M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.9K+ 24.33% |
$1.52M - $1.53M
|
143K
$7.4M
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27.7K+ 5.81% |
$1.51M - $1.52M
|
504K
$26.2M
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
27.4K+ 7.54% |
$1.49M - $1.5M
|
390K
$20.3M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
27.2KNew |
$1.49M - $1.49M
|
27.2K
$1.41M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25.3K+ 8.76% |
$1.38M - $1.39M
|
314K
$16.3M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
25.3K+ 8.76% |
$1.38M - $1.39M
|
314K
$16.3M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25.2K+ 3.26% |
$1.37M - $1.38M
|
797K
$41.4M
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
25K+ 4.71% |
$1.37M - $1.37M
|
556K
$28.9M
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
24.9K+ 6.82% |
$1.36M - $1.37M
|
390K
$20.3M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24.8K+ 87.73% |
$1.35M - $1.36M
|
53.1K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
24.6K+ 24.32% |
$1.35M - $1.35M
|
126K
$6.53M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
24.6K+ 8.17% |
$1.34M - $1.35M
|
326K
$16.9M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
24.4K+ 12.18% |
$1.33M - $1.34M
|
225K
$11.7M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
24K+ 11.93% |
$1.31M - $1.32M
|
225K
$11.7M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
23.7K+ 7.64% |
$1.3M - $1.3M
|
334K
$17.3M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
23K+ 30.61% |
$1.26M - $1.27M
|
98.3K
$5.1M
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
23K+ 2.92% |
$1.26M - $1.27M
|
811K
$42.1M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.5KNew |
$1.23M - $1.24M
|
22.5K
$1.17M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.2K+ 118.57% |
$1.21M - $1.22M
|
41K
$2.13M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.9K+ 29.94% |
$1.19M - $1.2M
|
94.9K
$4.92M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21.7KNew |
$1.19M - $1.19M
|
21.7K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21.7K+ 4.86% |
$1.18M - $1.19M
|
468K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.6K+ 437.68% |
$1.13M - $1.13M
|
25.3K
$1.31M
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
20K+ 3.16% |
$1.09M - $1.1M
|
653K
$33.9M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.09M - $1.1M
|
20K
$1.04M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20K+ 3.53% |
$1.09M - $1.1M
|
586K
$30.4M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
19.7KNew |
$1.08M - $1.08M
|
19.7K
$1.02M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19.5K+ 31.93% |
$1.07M - $1.07M
|
80.8K
$4.19M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
19.3K+ 4.33% |
$1.05M - $1.06M
|
465K
$24.1M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 5338.06% |
$1.05M - $1.06M
|
19.6K
$1.02M
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
19.1K+ 18.74% |
$1.04M - $1.05M
|
121K
$6.27M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
19K+ 160.68% |
$1.03M - $1.04M
|
30.7K
$1.6M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.9KNew |
$1.03M - $1.04M
|
18.9K
$981K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18.8K+ 22.63% |
$1.03M - $1.04M
|
102K
$5.3M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.8K+ 204.72% |
$1.03M - $1.03M
|
27.9K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.4K+ 60.18% |
$1M - $1.01M
|
48.9K
$2.54M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.3K+ 7.5% |
$999K - $1M
|
262K
$13.6M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.2K+ 96.4% |
$996K - $1M
|
37.2K
$1.93M
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
18.2K+ 2.75% |
$995K - $1M
|
681K
$35.3M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.9K+ 141.38% |
$978K - $984K
|
30.6K
$1.59M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
17.9K+ 96.04% |
$976K - $981K
|
36.5K
$1.89M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
17.7KNew |
$967K - $973K
|
17.7K
$919K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
17K+ 7.22% |
$929K - $934K
|
253K
$13.1M
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
17K+ 9.64% |
$927K - $933K
|
193K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$917K - $923K
|
16.8K
$872K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.7K+ 44.75% |
$912K - $917K
|
54K
$2.8M
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
16.4K+ 4.02% |
$898K - $903K
|
426K
$22.1M
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
16.4K+ 9.38% |
$895K - $901K
|
191K
$9.92M
|