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 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.32K- 4.62% |
$394K - $400K
|
151K
$7.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.36K- 20.63% |
$396K - $402K
|
28.3K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-7.4K- 26.0% |
$398K - $405K
|
21.1K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.41KClosed |
$399K - $405K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7.48K- 40.03% |
$403K - $409K
|
11.2K
$581K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.5KClosed |
$404K - $410K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.5KClosed |
$404K - $410K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.66K- 41.57% |
$412K - $419K
|
10.8K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7.85K- 28.76% |
$422K - $429K
|
19.4K
$1.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.91KClosed |
$426K - $432K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.07K- 3.47% |
$434K - $441K
|
225K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.11K- 2.49% |
$436K - $443K
|
318K
$16.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-8.23K- 45.02% |
$443K - $450K
|
10K
$520K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-8.26K- 27.0% |
$444K - $451K
|
22.3K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.42K- 3.98% |
$453K - $460K
|
203K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.48KClosed |
$456K - $463K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-8.52K- 10.83% |
$458K - $466K
|
70.1K
$3.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.6K- 3.59% |
$463K - $470K
|
231K
$12M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.6K- 78.64% |
$463K - $470K
|
2.34K
$121K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.6KClosed |
$463K - $470K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-8.75K- 19.77% |
$471K - $478K
|
35.5K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.84KClosed |
$476K - $483K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.04K- 1.58% |
$486K - $494K
|
562K
$29.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-9.04K- 1.84% |
$487K - $494K
|
482K
$25M
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9.05KClosed |
$487K - $495K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-9.14K- 4.53% |
$492K - $500K
|
192K
$9.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.27K- 50.55% |
$499K - $507K
|
9.07K
$470K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-9.47K- 24.36% |
$510K - $518K
|
29.4K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.64K- 23.49% |
$519K - $527K
|
31.4K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-9.65K- 48.42% |
$519K - $528K
|
10.3K
$533K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-9.79K- 59.57% |
$527K - $535K
|
6.65K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.92K- 51.46% |
$534K - $542K
|
9.35K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10KClosed |
$538K - $547K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-10K- 5.17% |
$538K - $547K
|
183K
$9.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 66.86% |
$547K - $556K
|
5.04K
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.2K- 6.72% |
$550K - $558K
|
142K
$7.35M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.4K- 64.36% |
$557K - $566K
|
5.73K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-10.5KClosed |
$565K - $574K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.5K- 38.6% |
$566K - $575K
|
16.7K
$867K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-10.8KClosed |
$579K - $588K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-10.9K- 55.75% |
$587K - $597K
|
8.66K
$449K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.9KClosed |
$588K - $597K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11K- 3.91% |
$590K - $599K
|
269K
$14M
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-11K- 16.82% |
$592K - $601K
|
54.4K
$2.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-11K- 3.68% |
$594K - $603K
|
289K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1KClosed |
$600K - $609K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-11.3K- 29.96% |
$606K - $616K
|
26.3K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.3K- 19.38% |
$609K - $618K
|
47.1K
$2.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 50.81% |
$616K - $626K
|
11.1K
$574K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 7.15% |
$618K - $628K
|
149K
$7.73M
|