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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-88- 1.33% |
$4.74K - $4.81K
|
6.51K
$337K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-88- 1.77% |
$4.74K - $4.81K
|
4.88K
$253K
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-91- 1.0% |
$4.9K - $4.97K
|
8.99K
$466K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-92- 0.27% |
$4.95K - $5.03K
|
34.1K
$1.77M
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-93- 2.26% |
$5.01K - $5.08K
|
4.02K
$208K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-96Closed |
$5.17K - $5.25K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-109- 0.38% |
$5.87K - $5.96K
|
28.5K
$1.48M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-149- 1.41% |
$8.02K - $8.14K
|
10.4K
$539K
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-164- 1.8% |
$8.83K - $8.96K
|
8.95K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-180- 4.23% |
$9.69K - $9.84K
|
4.08K
$211K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-188Closed |
$10.1K - $10.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-235- 0.88% |
$12.6K - $12.8K
|
26.3K
$1.36M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-237- 2.12% |
$12.8K - $13K
|
10.9K
$566K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-238- 2.3% |
$12.8K - $13K
|
10.1K
$523K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-256- 1.91% |
$13.8K - $14K
|
13.2K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-272Closed |
$14.6K - $14.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-296Closed |
$15.9K - $16.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-308Closed |
$16.6K - $16.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-309Closed |
$16.6K - $16.9K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-315- 2.84% |
$17K - $17.2K
|
10.8K
$559K
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-330- 6.37% |
$17.8K - $18K
|
4.85K
$252K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-337- 4.65% |
$18.1K - $18.4K
|
6.91K
$358K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-345- 0.74% |
$18.6K - $18.9K
|
46K
$2.38M
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-357- 4.73% |
$19.2K - $19.5K
|
7.19K
$372K
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-363- 3.85% |
$19.5K - $19.8K
|
9.05K
$469K
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-365- 3.5% |
$19.6K - $20K
|
10.1K
$522K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-372- 3.0% |
$20K - $20.3K
|
12K
$622K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-378- 1.66% |
$20.3K - $20.7K
|
22.3K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-380- 5.21% |
$20.5K - $20.8K
|
6.92K
$359K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-380- 11.95% |
$20.5K - $20.8K
|
2.8K
$145K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-381- 8.15% |
$20.5K - $20.8K
|
4.29K
$223K
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-385- 9.18% |
$20.7K - $21K
|
3.81K
$197K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-388- 0.49% |
$20.9K - $21.2K
|
78.3K
$4.06M
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-415- 0.89% |
$22.3K - $22.7K
|
46.1K
$2.39M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-417- 0.11% |
$22.4K - $22.8K
|
364K
$18.9M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-428- 18.38% |
$23K - $23.4K
|
1.9K
$98.5K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-429- 0.21% |
$23.1K - $23.4K
|
200K
$10.4M
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-456- 6.17% |
$24.5K - $24.9K
|
6.93K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-458Closed |
$24.6K - $25K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-460Closed |
$24.8K - $25.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-500- 10.94% |
$26.9K - $27.3K
|
4.07K
$211K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-500- 3.93% |
$26.9K - $27.3K
|
12.2K
$633K
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-500- 1.43% |
$26.9K - $27.3K
|
34.4K
$1.78M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-509- 2.03% |
$27.4K - $27.8K
|
24.6K
$1.28M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-513- 57.58% |
$27.6K - $28K
|
378
$19.6K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-532- 5.12% |
$28.6K - $29.1K
|
9.87K
$511K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-538- 20.22% |
$29K - $29.4K
|
2.12K
$110K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-567- 1.11% |
$30.5K - $31K
|
50.4K
$2.61M
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-583- 4.53% |
$31.4K - $31.9K
|
12.3K
$637K
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-586- 5.9% |
$31.5K - $32K
|
9.35K
$485K
|