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 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
28+ 2.03% |
$1.53K - $1.54K
|
1.41K
$72.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
24+ 2.39% |
$1.31K - $1.32K
|
1.03K
$52.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
22+ 0.32% |
$1.2K - $1.21K
|
6.81K
$351K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22+ 0.36% |
$1.2K - $1.21K
|
6.09K
$314K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
20+ 0.08% |
$1.09K - $1.1K
|
25K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15+ 0.17% |
$819 - $824
|
9.1K
$469K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 0.36% |
$764 - $769
|
3.86K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.17% |
$546 - $549
|
5.74K
$296K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3+ 0.01% |
$164 - $165
|
26K
$1.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.38% |
$164 - $165
|
784
$40.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.02% |
$109 - $110
|
10.8K
$555K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$109 - $110
|
11.7K
$604K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.44% |
$109 - $110
|
458
$23.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$54.6 - $54.9
|
379
$19.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$54.6 - $54.9
|
1
$51.5
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
1+ 0.14% |
$54.6 - $54.9
|
719
$37.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.33% |
$54.6 - $54.9
|
308
$15.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.0% |
$54.6 - $54.9
|
22.7K
$1.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$54.6 - $54.9
|
567
$29.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 0.14% |
$109 - $110
|
1.45K
$74.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5- 0.06% |
$273 - $275
|
7.78K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 0.55% |
$328 - $330
|
1.08K
$55.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-25- 0.56% |
$1.37K - $1.37K
|
4.46K
$230K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-25- 1.06% |
$1.37K - $1.37K
|
2.33K
$120K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-36- 6.43% |
$1.97K - $1.98K
|
524
$27K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44- 0.99% |
$2.4K - $2.42K
|
4.41K
$227K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-46- 0.17% |
$2.51K - $2.53K
|
27.1K
$1.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-49- 0.62% |
$2.68K - $2.69K
|
7.81K
$403K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 8.06% |
$2.73K - $2.75K
|
570
$29.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-62- 6.51% |
$3.39K - $3.41K
|
891
$45.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-64- 0.13% |
$3.49K - $3.51K
|
47.9K
$2.47M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.9% |
$3.71K - $3.73K
|
7.51K
$387K
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-70Closed |
$3.82K - $3.84K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-74- 0.58% |
$4.04K - $4.06K
|
12.7K
$655K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-81- 0.12% |
$4.42K - $4.45K
|
66.8K
$3.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-90- 0.9% |
$4.91K - $4.94K
|
9.95K
$513K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-92- 1.47% |
$5.02K - $5.05K
|
6.18K
$318K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-98- 0.51% |
$5.35K - $5.38K
|
19.3K
$995K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$5.46K - $5.49K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-110- 0.27% |
$6.01K - $6.04K
|
40.1K
$2.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-116Closed |
$6.33K - $6.37K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-120Closed |
$6.55K - $6.59K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-120- 1.57% |
$6.55K - $6.59K
|
7.54K
$389K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-125- 17.86% |
$6.83K - $6.87K
|
575
$29.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-140- 0.13% |
$7.64K - $7.69K
|
105K
$5.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-145- 1.17% |
$7.92K - $7.96K
|
12.3K
$634K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-147- 0.7% |
$8.03K - $8.07K
|
20.8K
$1.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-159- 0.33% |
$8.68K - $8.73K
|
48.5K
$2.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-197- 3.66% |
$10.8K - $10.8K
|
5.18K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200Closed |
$10.9K - $11K
|
0
$0
|