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 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.95K- 3.13% |
$212K - $216K
|
122K
$6.33M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.98K- 0.25% |
$214K - $218K
|
1.56M
$81M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 40.82% |
$215K - $219K
|
5.8K
$301K
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.11K- 8.04% |
$221K - $224K
|
47K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 40.82% |
$224K - $227K
|
6.03K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.2KClosed |
$226K - $229K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.26K- 43.1% |
$229K - $233K
|
5.63K
$292K
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.29K- 5.31% |
$231K - $235K
|
76.5K
$3.96M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-4.31K- 3.82% |
$232K - $235K
|
108K
$5.61M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.32KClosed |
$232K - $236K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.32K- 2.87% |
$233K - $236K
|
146K
$7.58M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-4.36K- 9.0% |
$235K - $238K
|
44.1K
$2.29M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.43K- 21.62% |
$238K - $242K
|
16.1K
$832K
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-4.44KClosed |
$239K - $243K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.49K- 15.97% |
$241K - $245K
|
23.6K
$1.22M
|
|
May 19, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.51K- 50.0% |
$242K - $246K
|
4.51K
$233K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.68K- 6.99% |
$252K - $256K
|
62.3K
$3.23M
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-4.77K- 41.99% |
$256K - $260K
|
6.58K
$341K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.78KClosed |
$257K - $261K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-4.81KClosed |
$259K - $263K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-4.93KClosed |
$265K - $269K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-5.01K- 7.21% |
$270K - $274K
|
64.6K
$3.35M
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-5.04KClosed |
$271K - $276K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.06K- 47.48% |
$272K - $277K
|
5.6K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.12K- 46.07% |
$276K - $280K
|
6K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.14K- 14.55% |
$276K - $281K
|
30.2K
$1.56M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.14K- 8.65% |
$277K - $281K
|
54.3K
$2.81M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-5.26K- 11.14% |
$283K - $287K
|
41.9K
$2.17M
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-5.32K- 37.14% |
$286K - $291K
|
9.01K
$467K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.44KClosed |
$293K - $297K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.52K- 33.81% |
$297K - $302K
|
10.8K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.59KClosed |
$301K - $305K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.6KClosed |
$301K - $306K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.67K- 7.0% |
$305K - $310K
|
75.2K
$3.9M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.94K- 25.5% |
$320K - $325K
|
17.4K
$899K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-5.94K- 14.22% |
$320K - $325K
|
35.8K
$1.86M
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-6.09K- 56.01% |
$328K - $333K
|
4.79K
$248K
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-6.16K- 15.11% |
$332K - $337K
|
34.6K
$1.79M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.44K- 2.34% |
$346K - $352K
|
269K
$13.9M
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6.51K- 49.14% |
$350K - $356K
|
6.74K
$349K
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-6.6K- 2.49% |
$355K - $361K
|
258K
$13.4M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.63K- 7.48% |
$357K - $362K
|
81.9K
$4.24M
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-6.82KClosed |
$367K - $373K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.95K- 11.39% |
$374K - $380K
|
54.1K
$2.8M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.99K- 26.01% |
$376K - $382K
|
19.9K
$1.03M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7K- 6.86% |
$377K - $383K
|
95.1K
$4.93M
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-7.07KClosed |
$381K - $387K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-7.22K- 7.06% |
$389K - $395K
|
95.1K
$4.93M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.32K- 43.54% |
$394K - $400K
|
9.48K
$491K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.32K- 19.7% |
$394K - $400K
|
29.8K
$1.55M
|