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
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
498+ 18.69% |
$27.2K - $27.4K
|
3.16K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
480+ 5.99% |
$26.2K - $26.4K
|
8.5K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
460New |
$25.1K - $25.3K
|
460
$23.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
454+ 2.76% |
$24.8K - $24.9K
|
16.9K
$876K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
440New |
$24K - $24.2K
|
440
$22.8K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
438+ 0.4% |
$23.9K - $24.1K
|
111K
$5.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
411+ 10.27% |
$22.4K - $22.6K
|
4.41K
$229K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
400+ 1.11% |
$21.8K - $22K
|
36.5K
$1.89M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
389+ 2.33% |
$21.2K - $21.4K
|
17.1K
$887K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
375+ 6.48% |
$20.5K - $20.6K
|
6.17K
$320K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
351+ 3.05% |
$19.2K - $19.3K
|
11.9K
$616K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
325+ 2.12% |
$17.7K - $17.8K
|
15.7K
$814K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
309New |
$16.9K - $17K
|
309
$16K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
305+ 6.5% |
$16.7K - $16.8K
|
5K
$259K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
304+ 5.67% |
$16.6K - $16.7K
|
5.66K
$294K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
282+ 128.18% |
$15.4K - $15.5K
|
502
$26K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
276+ 0.68% |
$15.1K - $15.2K
|
40.7K
$2.11M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
249+ 0.22% |
$13.6K - $13.7K
|
113K
$5.84M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
224+ 1.41% |
$12.2K - $12.3K
|
16.1K
$834K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
219+ 2.01% |
$12K - $12K
|
11.1K
$576K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
210+ 36.21% |
$11.5K - $11.5K
|
790
$41K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 1.58% |
$10.9K - $11K
|
12.9K
$668K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
190+ 0.94% |
$10.4K - $10.4K
|
20.5K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
173+ 1.2% |
$9.45K - $9.5K
|
14.5K
$755K
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
155+ 0.13% |
$8.46K - $8.51K
|
116K
$6M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
150+ 1.43% |
$8.19K - $8.24K
|
10.7K
$553K
|
|
|
Oct 29, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.47% |
$8.19K - $8.24K
|
31.9K
$1.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
146+ 25.89% |
$7.97K - $8.02K
|
710
$36.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
145+ 3.09% |
$7.92K - $7.96K
|
4.84K
$251K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
144+ 1.13% |
$7.86K - $7.91K
|
12.9K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
133+ 8.83% |
$7.26K - $7.3K
|
1.64K
$85K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
125+ 0.04% |
$6.83K - $6.87K
|
278K
$14.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
96New |
$5.24K - $5.27K
|
96
$4.98K
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
93+ 2.31% |
$5.08K - $5.11K
|
4.12K
$214K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
82+ 0.34% |
$4.48K - $4.5K
|
24.5K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
80+ 0.46% |
$4.37K - $4.39K
|
17.5K
$906K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
74+ 0.12% |
$4.04K - $4.06K
|
60.1K
$3.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
69+ 0.28% |
$3.77K - $3.79K
|
24.6K
$1.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
57New |
$3.11K - $3.13K
|
57
$2.96K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
56+ 3.92% |
$3.06K - $3.08K
|
1.48K
$77K
|
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
52+ 0.42% |
$2.84K - $2.86K
|
12.4K
$645K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
50+ 1.19% |
$2.73K - $2.75K
|
4.25K
$220K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
50+ 2.83% |
$2.73K - $2.75K
|
1.82K
$94.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50New |
$2.73K - $2.75K
|
50
$2.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
49+ 1.11% |
$2.68K - $2.69K
|
4.47K
$232K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
45+ 0.37% |
$2.46K - $2.47K
|
12.3K
$640K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
35+ 0.37% |
$1.91K - $1.92K
|
9.43K
$489K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
34+ 0.83% |
$1.86K - $1.87K
|
4.12K
$214K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
32+ 0.5% |
$1.75K - $1.76K
|
6.49K
$337K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
29+ 0.36% |
$1.58K - $1.59K
|
8.19K
$425K
|