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 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16K+ 175.15% |
$874K - $879K
|
25.1K
$1.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
15.8K+ 6.89% |
$864K - $869K
|
245K
$12.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
15.8K+ 5.54% |
$861K - $866K
|
300K
$15.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
15.6KNew |
$854K - $859K
|
15.6K
$812K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
15.5K+ 4.88% |
$844K - $849K
|
332K
$17.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2K+ 3.3% |
$832K - $837K
|
477K
$24.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
15.1K+ 3.18% |
$827K - $831K
|
491K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
15.1K+ 10.76% |
$822K - $827K
|
155K
$8.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 8.39% |
$809K - $814K
|
192K
$9.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14.8KNew |
$807K - $811K
|
14.8K
$767K
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
14.5K+ 77.87% |
$792K - $796K
|
33.1K
$1.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
14.5K+ 11.51% |
$791K - $796K
|
140K
$7.28M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
14.2K+ 7.5% |
$775K - $780K
|
204K
$10.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 19.74% |
$728K - $732K
|
80.9K
$4.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.2K+ 54.57% |
$718K - $723K
|
37.3K
$1.93M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.1K+ 25.63% |
$716K - $720K
|
64.2K
$3.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.7KNew |
$695K - $699K
|
12.7K
$660K
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12.4K+ 2.76% |
$677K - $681K
|
461K
$23.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
12.3K+ 21.45% |
$672K - $676K
|
69.7K
$3.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.1K+ 18.01% |
$660K - $664K
|
79.2K
$4.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
12KNew |
$655K - $659K
|
12K
$623K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$652K - $656K
|
11.9K
$620K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.3K+ 56.74% |
$617K - $621K
|
31.2K
$1.62M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
11.3K+ 1028.71% |
$616K - $620K
|
12.4K
$643K
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
10.9K+ 100.19% |
$597K - $600K
|
21.8K
$1.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$594K - $597K
|
10.9K
$564K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6KNew |
$576K - $580K
|
10.6K
$548K
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.5KNew |
$573K - $577K
|
10.5K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 3.97% |
$571K - $574K
|
274K
$14.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 19.88% |
$562K - $566K
|
62.1K
$3.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
10.3K+ 19.75% |
$561K - $565K
|
62.3K
$3.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
10.1K+ 2.84% |
$551K - $555K
|
366K
$19M
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10K+ 1.84% |
$547K - $550K
|
555K
$28.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
9.99K+ 5.43% |
$546K - $549K
|
194K
$10.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.81K+ 8.44% |
$536K - $539K
|
126K
$6.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.63K+ 17.93% |
$526K - $529K
|
63.3K
$3.28M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
9.57K+ 41.7% |
$522K - $525K
|
32.5K
$1.69M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.53K+ 34.57% |
$520K - $523K
|
37.1K
$1.92M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.49K+ 159.6% |
$518K - $521K
|
15.4K
$801K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
9.48K+ 73.69% |
$518K - $521K
|
22.3K
$1.16M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
9.29K+ 6.62% |
$507K - $510K
|
150K
$7.76M
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
9.08K+ 30.7% |
$495K - $498K
|
38.6K
$2M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$494K - $497K
|
9.05K
$470K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.93K+ 223.2% |
$487K - $490K
|
12.9K
$671K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.92K+ 82.43% |
$487K - $490K
|
19.7K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.83K+ 37.44% |
$482K - $485K
|
32.4K
$1.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.6KNew |
$470K - $472K
|
8.6K
$446K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
8.41K+ 8.96% |
$459K - $462K
|
102K
$5.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
8.3K+ 7.95% |
$453K - $456K
|
113K
$5.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.25KNew |
$450K - $453K
|
8.25K
$428K
|