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 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.04K+ 36.77% |
$439K - $441K
|
29.9K
$1.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.87K+ 2.64% |
$430K - $432K
|
306K
$15.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.71K+ 3.51% |
$421K - $423K
|
228K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
7.63K+ 9.01% |
$417K - $419K
|
92.3K
$4.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.19K+ 7.36% |
$393K - $395K
|
105K
$5.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
7.15K+ 4.3% |
$390K - $393K
|
173K
$8.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.82K+ 17.47% |
$372K - $374K
|
45.8K
$2.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.68K+ 11.6% |
$365K - $367K
|
64.3K
$3.34M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
6.45K+ 4.72% |
$352K - $354K
|
143K
$7.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6.42K+ 81.08% |
$350K - $352K
|
14.3K
$744K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.42K+ 5.36% |
$350K - $352K
|
126K
$6.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
6.32KNew |
$345K - $347K
|
6.32K
$328K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
6.26K+ 13.97% |
$342K - $344K
|
51.1K
$2.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.24K+ 4.48% |
$341K - $343K
|
145K
$7.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
6.17KNew |
$337K - $339K
|
6.17K
$320K
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
6.02KNew |
$329K - $331K
|
6.02K
$313K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
5.84K+ 3.71% |
$319K - $321K
|
163K
$8.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.76K+ 5.97% |
$315K - $316K
|
102K
$5.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.76K+ 10.94% |
$314K - $316K
|
58.4K
$3.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
5.64K+ 2.07% |
$308K - $310K
|
277K
$14.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.57K+ 5.13% |
$304K - $306K
|
114K
$5.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
5.52KNew |
$302K - $303K
|
5.52K
$287K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
5.36K+ 18.6% |
$293K - $294K
|
34.2K
$1.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.35K+ 54.26% |
$292K - $294K
|
15.2K
$790K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
5.33K+ 7.26% |
$291K - $292K
|
78.6K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.21K+ 1.31% |
$285K - $286K
|
403K
$20.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
5.18KNew |
$283K - $284K
|
5.18K
$269K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.18K+ 33.82% |
$283K - $284K
|
20.5K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
5.15K+ 5.12% |
$281K - $283K
|
106K
$5.48M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
5.08KNew |
$277K - $279K
|
5.08K
$264K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.04KNew |
$275K - $277K
|
5.04K
$262K
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
5.04K+ 5.98% |
$275K - $277K
|
89.2K
$4.63M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
5.01K+ 2.18% |
$274K - $275K
|
235K
$12.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
4.77KNew |
$261K - $262K
|
4.77K
$248K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
4.65K+ 33235.71% |
$254K - $256K
|
4.67K
$242K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
4.62K+ 23.43% |
$252K - $254K
|
24.3K
$1.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.53K+ 13.17% |
$247K - $249K
|
38.9K
$2.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.51K+ 3.21% |
$246K - $248K
|
145K
$7.53M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
4.47K+ 10.46% |
$244K - $245K
|
47.2K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.44KNew |
$243K - $244K
|
4.44K
$231K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$239K - $241K
|
4.39K
$228K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.32KNew |
$236K - $237K
|
4.32K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.28K+ 4.56% |
$234K - $235K
|
98.2K
$5.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.2KNew |
$229K - $230K
|
4.2K
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.2KNew |
$229K - $230K
|
4.2K
$218K
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.18K+ 5.55% |
$228K - $230K
|
79.5K
$4.13M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.16K+ 68.23% |
$227K - $229K
|
10.3K
$533K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.11K+ 0.08% |
$224K - $226K
|
4.97M
$258M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.09K+ 35.8% |
$223K - $225K
|
15.5K
$805K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.94K+ 0.62% |
$215K - $216K
|
643K
$33.4M
|