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 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.55K- 19.0% |
$83.4K - $84.7K
|
6.61K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.58K- 50.0% |
$85.1K - $86.4K
|
1.58K
$81.9K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.59K- 8.52% |
$85.4K - $86.7K
|
17K
$883K
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-1.63K- 3.64% |
$87.8K - $89.2K
|
43.2K
$2.24M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.64KClosed |
$88.2K - $89.6K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.67K- 10.03% |
$89.9K - $91.3K
|
15K
$776K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.68K- 11.56% |
$90.5K - $91.9K
|
12.9K
$667K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.68K- 11.56% |
$90.5K - $91.9K
|
12.9K
$667K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.81K- 0.91% |
$97.6K - $99.1K
|
198K
$10.3M
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.82KClosed |
$97.8K - $99.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.82K- 5.15% |
$97.9K - $99.4K
|
33.5K
$1.74M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.83K- 15.3% |
$98.4K - $99.9K
|
10.1K
$524K
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.96K- 5.86% |
$105K - $107K
|
31.4K
$1.63M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.98K- 15.57% |
$107K - $108K
|
10.7K
$556K
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-2K- 1.77% |
$108K - $109K
|
111K
$5.75M
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.09K- 3.39% |
$112K - $114K
|
59.5K
$3.08M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.17K- 27.73% |
$117K - $118K
|
5.65K
$293K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.19K- 6.69% |
$118K - $120K
|
30.6K
$1.59M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.21K- 3.45% |
$119K - $121K
|
62K
$3.21M
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.34K- 5.95% |
$126K - $128K
|
37K
$1.92M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.36K- 1.58% |
$127K - $129K
|
147K
$7.61M
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-2.43K- 17.62% |
$131K - $133K
|
11.3K
$588K
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
SELL
|
- |
-2.45K- 6.33% |
$132K - $134K
|
36.2K
$1.88M
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.51K- 3.74% |
$135K - $137K
|
64.4K
$3.34M
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-2.52K- 2.4% |
$136K - $138K
|
103K
$5.31M
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.52KClosed |
$136K - $138K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-2.59K- 6.42% |
$140K - $142K
|
37.8K
$1.96M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.67K- 39.13% |
$143K - $146K
|
4.15K
$215K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.83K- 24.08% |
$152K - $155K
|
8.92K
$462K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.91K- 3.64% |
$156K - $159K
|
77K
$3.99M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.97K- 1.76% |
$160K - $162K
|
166K
$8.59M
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3K- 1.5% |
$161K - $164K
|
197K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.07K- 3.24% |
$165K - $168K
|
91.8K
$4.76M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.16K- 15.38% |
$170K - $173K
|
17.4K
$901K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.17K- 20.47% |
$170K - $173K
|
12.3K
$637K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.2K- 5.62% |
$172K - $175K
|
53.7K
$2.78M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.23K- 8.94% |
$174K - $176K
|
32.9K
$1.7M
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-3.25K- 1.7% |
$175K - $178K
|
188K
$9.74M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 17.34% |
$184K - $187K
|
16.3K
$845K
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.5K- 5.52% |
$188K - $191K
|
59.9K
$3.1M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.54K- 2.95% |
$190K - $193K
|
117K
$6.04M
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.55K- 2.24% |
$191K - $194K
|
155K
$8.03M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.57K- 11.47% |
$192K - $195K
|
27.6K
$1.43M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.59K- 4.28% |
$193K - $196K
|
80.1K
$4.15M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.66K- 47.71% |
$197K - $200K
|
4.01K
$208K
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.66KClosed |
$197K - $200K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-3.85K- 32.22% |
$207K - $210K
|
8.1K
$420K
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-3.9KClosed |
$210K - $213K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-3.91KClosed |
$210K - $214K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.94K- 3.54% |
$212K - $215K
|
107K
$5.55M
|