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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.6K+ 3551.11% |
$87.3K - $87.8K
|
1.64K
$84.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.47K+ 4.85% |
$80.2K - $80.6K
|
31.7K
$1.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.39K+ 1.79% |
$75.6K - $76.1K
|
78.8K
$4.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.37K+ 2.21% |
$74.5K - $75K
|
63.3K
$3.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.36K+ 4.56% |
$74.4K - $74.9K
|
31.2K
$1.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.31K+ 7.51% |
$71.3K - $71.7K
|
18.7K
$964K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.28K+ 2.68% |
$70K - $70.4K
|
49.2K
$2.54M
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.26K+ 1.41% |
$68.7K - $69.1K
|
90.5K
$4.67M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 4.68% |
$68.6K - $69K
|
28.1K
$1.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.25K+ 177.3% |
$68.3K - $68.7K
|
1.96K
$101K
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.22K+ 6.25% |
$66.6K - $66.9K
|
20.7K
$1.07M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.21K+ 2.95% |
$65.8K - $66.2K
|
42.1K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.15K+ 8.1% |
$62.8K - $63.2K
|
15.4K
$791K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.13K+ 5.11% |
$61.8K - $62.2K
|
23.3K
$1.2M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
1.07K+ 1.72% |
$58.3K - $58.7K
|
63.1K
$3.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.05K+ 16.32% |
$57.5K - $57.8K
|
7.5K
$387K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.03K+ 2461.9% |
$56.5K - $56.8K
|
1.08K
$55.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.02K+ 0.65% |
$55.5K - $55.8K
|
158K
$8.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1K+ 0.96% |
$54.8K - $55.1K
|
105K
$5.42M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 1.97% |
$54.6K - $54.9K
|
51.7K
$2.66M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
996+ 8.59% |
$54.4K - $54.7K
|
12.6K
$649K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
989+ 1.59% |
$54K - $54.3K
|
63.4K
$3.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
958+ 6.41% |
$52.3K - $52.6K
|
15.9K
$820K
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
945+ 7.37% |
$51.6K - $51.9K
|
13.8K
$710K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
909+ 2.55% |
$49.6K - $49.9K
|
36.6K
$1.89M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
901+ 0.54% |
$49.2K - $49.5K
|
169K
$8.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
896+ 5.32% |
$48.9K - $49.2K
|
17.7K
$915K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
871+ 0.79% |
$47.6K - $47.8K
|
111K
$5.71M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
866New |
$47.3K - $47.6K
|
866
$44.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
851New |
$46.5K - $46.7K
|
851
$43.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
842+ 0.56% |
$46K - $46.2K
|
152K
$7.83M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
840+ 23.01% |
$45.9K - $46.1K
|
4.49K
$231K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
829+ 8.02% |
$45.3K - $45.5K
|
11.2K
$576K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
821+ 23.87% |
$44.8K - $45.1K
|
4.26K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
819+ 6.5% |
$44.7K - $45K
|
13.4K
$692K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
810+ 8.45% |
$44.2K - $44.5K
|
10.4K
$536K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
795+ 0.97% |
$43.4K - $43.7K
|
82.6K
$4.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
773+ 2.19% |
$42.2K - $42.5K
|
36.1K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
770+ 10.03% |
$42K - $42.3K
|
8.45K
$435K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
738+ 0.32% |
$40.3K - $40.5K
|
233K
$12M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
706+ 16.57% |
$38.5K - $38.8K
|
4.97K
$256K
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
688+ 0.47% |
$37.6K - $37.8K
|
148K
$7.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
672+ 1.44% |
$36.7K - $36.9K
|
47.5K
$2.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
664+ 0.55% |
$36.3K - $36.5K
|
121K
$6.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
641+ 49.31% |
$35K - $35.2K
|
1.94K
$100K
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
594+ 0.66% |
$32.4K - $32.6K
|
90.7K
$4.68M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
583+ 90.81% |
$31.8K - $32K
|
1.23K
$63.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
561+ 0.43% |
$30.6K - $30.8K
|
130K
$6.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
550+ 6.03% |
$30K - $30.2K
|
9.67K
$498K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
533+ 1.59% |
$29.1K - $29.3K
|
34.1K
$1.76M
|