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 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-622- 6.76% |
$33.5K - $34K
|
8.58K
$445K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-650- 2.79% |
$35K - $35.5K
|
22.6K
$1.17M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-652- 2.68% |
$35.1K - $35.6K
|
23.7K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-665- 11.59% |
$35.8K - $36.3K
|
5.07K
$263K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-665- 11.59% |
$35.8K - $36.3K
|
5.07K
$263K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-742- 5.69% |
$39.9K - $40.6K
|
12.3K
$638K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-750- 4.52% |
$40.4K - $41K
|
15.8K
$820K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 7.64% |
$40.6K - $41.2K
|
9.12K
$472K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-778- 5.34% |
$41.9K - $42.5K
|
13.8K
$715K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-779- 2.97% |
$41.9K - $42.6K
|
25.4K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-787- 1.24% |
$42.4K - $43K
|
62.5K
$3.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-790- 17.59% |
$42.5K - $43.2K
|
3.7K
$192K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-812- 5.97% |
$43.7K - $44.4K
|
12.8K
$662K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-832- 48.68% |
$44.8K - $45.5K
|
877
$45.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-834- 9.42% |
$44.9K - $45.6K
|
8.02K
$415K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-838- 11.69% |
$45.1K - $45.8K
|
6.33K
$328K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-845- 3.29% |
$45.5K - $46.2K
|
24.8K
$1.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-848- 69.22% |
$45.6K - $46.4K
|
377
$19.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-864- 11.11% |
$46.5K - $47.2K
|
6.91K
$358K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-876- 8.64% |
$47.1K - $47.9K
|
9.26K
$480K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-876- 19.11% |
$47.1K - $47.9K
|
3.71K
$192K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-905Closed |
$48.7K - $49.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-929- 2.98% |
$50K - $50.8K
|
30.2K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-953- 3.51% |
$51.3K - $52.1K
|
26.2K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1K- 10.36% |
$53.8K - $54.7K
|
8.65K
$448K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1K- 17.68% |
$53.9K - $54.7K
|
4.66K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 9.64% |
$54.1K - $55K
|
9.43K
$489K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.06K- 3.32% |
$56.8K - $57.7K
|
30.7K
$1.59M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 13.67% |
$56.9K - $57.8K
|
6.68K
$346K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-1.06K- 7.62% |
$57.1K - $58K
|
12.9K
$666K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.07K- 2.28% |
$57.6K - $58.5K
|
45.8K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.08KClosed |
$57.9K - $58.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.12K- 21.94% |
$60K - $60.9K
|
3.97K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 0.47% |
$64.4K - $65.4K
|
255K
$13.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.2K- 4.01% |
$64.5K - $65.5K
|
28.7K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.25K- 6.6% |
$67.1K - $68.2K
|
17.7K
$915K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.25K- 9.87% |
$67.2K - $68.2K
|
11.4K
$591K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.31K- 6.86% |
$70.7K - $71.8K
|
17.8K
$923K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.33K- 13.41% |
$71.6K - $72.7K
|
8.59K
$445K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 10.08% |
$73.8K - $74.9K
|
12.2K
$634K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.4K- 5.51% |
$75.3K - $76.5K
|
24K
$1.24M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.43K- 11.48% |
$76.8K - $78K
|
11K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.43K- 81.56% |
$76.9K - $78.1K
|
323
$16.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.44K- 6.95% |
$77.5K - $78.7K
|
19.3K
$999K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.46K- 1.64% |
$78.6K - $79.8K
|
87.7K
$4.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.46K- 12.77% |
$78.6K - $79.9K
|
9.98K
$517K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.48K- 1.43% |
$79.7K - $81K
|
102K
$5.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.49K- 41.89% |
$80K - $81.3K
|
2.06K
$107K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5K- 4.41% |
$80.6K - $81.9K
|
32.5K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.54K- 6.17% |
$83.1K - $84.4K
|
23.5K
$1.22M
|