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 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.5K- 45.44% |
$620K - $629K
|
13.8K
$716K
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-11.7K- 9.03% |
$631K - $641K
|
118K
$6.12M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.9K- 31.97% |
$638K - $648K
|
25.2K
$1.31M
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-12K- 23.72% |
$648K - $658K
|
38.7K
$2.01M
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-12.1K- 56.37% |
$649K - $659K
|
9.33K
$483K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-12.1K- 69.31% |
$651K - $661K
|
5.36K
$278K
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.2KClosed |
$659K - $669K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.4KClosed |
$665K - $676K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.9K- 3.11% |
$692K - $702K
|
401K
$20.8M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12.9KClosed |
$696K - $707K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-13.2K- 9.94% |
$713K - $724K
|
120K
$6.22M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-13.3KClosed |
$718K - $729K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13.4K- 65.36% |
$719K - $730K
|
7.08K
$367K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-13.7K- 48.98% |
$737K - $748K
|
14.3K
$739K
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13.8K- 0.77% |
$740K - $752K
|
1.77M
$91.6M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.8K- 37.47% |
$744K - $756K
|
23.1K
$1.2M
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-13.9K- 48.34% |
$746K - $758K
|
14.8K
$768K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 2.2% |
$761K - $773K
|
629K
$32.6M
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-14.5K- 43.77% |
$780K - $792K
|
18.6K
$965K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-14.5K- 37.27% |
$780K - $793K
|
24.4K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-14.5KClosed |
$783K - $795K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.1KClosed |
$813K - $826K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.1K- 68.51% |
$814K - $827K
|
6.95K
$360K
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.2KClosed |
$819K - $832K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-15.4K- 3.8% |
$830K - $843K
|
391K
$20.3M
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-15.4KClosed |
$831K - $844K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-15.5K- 89.54% |
$832K - $845K
|
1.81K
$93.6K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-15.6K- 5.61% |
$837K - $850K
|
262K
$13.6M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15.6K- 92.76% |
$838K - $851K
|
1.22K
$63K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.7K- 61.81% |
$846K - $859K
|
9.71K
$503K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-15.8K- 73.64% |
$850K - $863K
|
5.65K
$293K
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-16.3K- 18.2% |
$876K - $890K
|
73.2K
$3.79M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 39.23% |
$919K - $934K
|
26.5K
$1.37M
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-17.3K- 43.15% |
$931K - $945K
|
22.8K
$1.18M
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-17.3K- 46.06% |
$933K - $947K
|
20.3K
$1.05M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-17.4K- 13.51% |
$936K - $951K
|
111K
$5.77M
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-17.8K- 3.85% |
$956K - $971K
|
444K
$23M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17.8K- 48.82% |
$959K - $974K
|
18.7K
$968K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 15.09% |
$985K - $1M
|
103K
$5.34M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-18.8K- 0.38% |
$1.01M - $1.03M
|
4.95M
$257M
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
SELL
|
- |
-18.8K- 8.7% |
$1.01M - $1.03M
|
198K
$10.2M
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-18.9K- 14.59% |
$1.02M - $1.04M
|
111K
$5.75M
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-19.5KClosed |
$1.05M - $1.07M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-19.6KClosed |
$1.05M - $1.07M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.8K- 3.79% |
$1.06M - $1.08M
|
502K
$26M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.4K- 7.44% |
$1.1M - $1.11M
|
253K
$13.1M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20.8K- 61.39% |
$1.12M - $1.13M
|
13.1K
$677K
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-20.9K- 54.03% |
$1.13M - $1.14M
|
17.8K
$923K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20.9K- 70.02% |
$1.13M - $1.14M
|
8.96K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-21K- 22.94% |
$1.13M - $1.15M
|
70.5K
$3.65M
|