Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3.37M+ 75404.25% |
$181M - $184M
|
3.38M
$175M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.23M+ 68.75% |
$174M - $177M
|
7.93M
$411M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.67MNew |
$89.8M - $91.2M
|
1.67M
$86.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.6M+ 22.39% |
$85.9M - $87.3M
|
8.73M
$452M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
676K+ 639.69% |
$36.4M - $36.9M
|
781K
$40.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
639K+ 2.88% |
$34.4M - $34.9M
|
22.8M
$1.18B
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
605KNew |
$32.5M - $33M
|
605K
$31.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
566K+ 51.85% |
$30.4M - $30.9M
|
1.66M
$85.8M
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
538K+ 96.99% |
$29M - $29.4M
|
1.09M
$56.7M
|
|
|
Feb 03, 2022
Q4 2021
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
486KNew |
$26.1M - $26.5M
|
486K
$25.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
360K+ 456.97% |
$19.4M - $19.7M
|
439K
$22.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
357K+ 1393.58% |
$19.2M - $19.5M
|
382K
$19.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
340K+ 2.71% |
$18.3M - $18.6M
|
12.9M
$667M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
298K+ 28.37% |
$16M - $16.3M
|
1.35M
$69.9M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
296KNew |
$15.9M - $16.2M
|
296K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
268K+ 64.98% |
$14.4M - $14.6M
|
680K
$35.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
257KNew |
$13.8M - $14M
|
257K
$13.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
250KNew |
$13.5M - $13.7M
|
250K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
5th Street Advisors, LLC
|
BUY
|
- |
247KNew |
$13.3M - $13.5M
|
247K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
247KNew |
$13.3M - $13.5M
|
247K
$12.8M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
229K+ 153.63% |
$12.3M - $12.5M
|
378K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
228K+ 5.99% |
$12.3M - $12.5M
|
4.03M
$209M
|
|
|
Feb 14, 2022
Q4 2021
|
Exelon Corp
Chicago, IL |
BUY
|
- |
225KNew |
$12.1M - $12.3M
|
225K
$11.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
224KNew |
$12M - $12.2M
|
224K
$11.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
224KNew |
$12M - $12.2M
|
224K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
219K+ 703.86% |
$11.8M - $11.9M
|
250K
$12.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
209KNew |
$11.2M - $11.4M
|
209K
$10.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
205K+ 2.02% |
$11.1M - $11.2M
|
10.4M
$537M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
203K+ 117.35% |
$10.9M - $11.1M
|
377K
$19.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
198K+ 530.09% |
$10.6M - $10.8M
|
235K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
191K+ 2.7% |
$10.3M - $10.4M
|
7.24M
$375M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
164K+ 25.75% |
$8.85M - $8.99M
|
803K
$41.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
153KNew |
$8.24M - $8.37M
|
153K
$7.93M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145K+ 57.42% |
$7.82M - $7.94M
|
398K
$20.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
145KNew |
$7.8M - $7.92M
|
145K
$7.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 48.11% |
$6.77M - $6.88M
|
387K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
125K+ 14.39% |
$6.7M - $6.81M
|
990K
$51.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
122KNew |
$6.55M - $6.65M
|
122K
$6.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Bg Investment Services, Inc.
|
BUY
|
- |
120KNew |
$6.48M - $6.58M
|
120K
$6.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
120KNew |
$6.45M - $6.56M
|
120K
$6.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
120K+ 23.86% |
$6.44M - $6.54M
|
621K
$32.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
117K+ 7.11% |
$6.27M - $6.37M
|
1.76M
$91M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
112K+ 8.31% |
$6M - $6.1M
|
1.45M
$75.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
110KNew |
$5.93M - $6.02M
|
110K
$5.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
108KNew |
$5.82M - $5.91M
|
108K
$5.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
99.5KNew |
$5.36M - $5.44M
|
99.5K
$5.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
91.9K+ 59.71% |
$4.95M - $5.02M
|
246K
$12.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
88.3K+ 12.36% |
$4.75M - $4.83M
|
803K
$41.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
87.3K+ 12144.51% |
$4.7M - $4.77M
|
88K
$4.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
83.3KNew |
$4.48M - $4.55M
|
83.3K
$4.32M
|