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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-21.2K- 41.93% |
$1.14M - $1.16M
|
29.3K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2K- 5.88% |
$1.14M - $1.16M
|
339K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21.3K- 76.11% |
$1.14M - $1.16M
|
6.68K
$346K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21.5K- 15.57% |
$1.16M - $1.17M
|
117K
$6.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-22.7K- 36.58% |
$1.22M - $1.24M
|
39.4K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.8K- 7.36% |
$1.22M - $1.24M
|
286K
$14.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-23.5K- 59.17% |
$1.26M - $1.28M
|
16.2K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-24.3K- 75.71% |
$1.31M - $1.33M
|
7.8K
$404K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-24.3K- 67.1% |
$1.31M - $1.33M
|
11.9K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-24.3KClosed |
$1.31M - $1.33M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-24.6K- 84.88% |
$1.32M - $1.34M
|
4.38K
$227K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24.7K- 58.23% |
$1.33M - $1.35M
|
17.7K
$919K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-25.1KClosed |
$1.35M - $1.37M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.2K- 24.83% |
$1.36M - $1.38M
|
76.4K
$3.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-25.5K- 3.84% |
$1.37M - $1.39M
|
638K
$33M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.6K- 14.59% |
$1.38M - $1.4M
|
150K
$7.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.3K- 84.16% |
$1.42M - $1.44M
|
4.95K
$257K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26.3K- 84.16% |
$1.42M - $1.44M
|
4.95K
$257K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-26.5K- 18.85% |
$1.42M - $1.45M
|
114K
$5.91M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-28KClosed |
$1.51M - $1.53M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-28.1KClosed |
$1.51M - $1.54M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-28.7K- 56.39% |
$1.54M - $1.57M
|
22.2K
$1.15M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-29.3K- 54.34% |
$1.58M - $1.6M
|
24.6K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-29.4K- 24.11% |
$1.58M - $1.61M
|
92.6K
$4.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-30.4K- 15.31% |
$1.63M - $1.66M
|
168K
$8.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-31.2K- 34.96% |
$1.68M - $1.71M
|
58.1K
$3.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-32K- 40.89% |
$1.72M - $1.75M
|
46.3K
$2.4M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32.5K- 18.11% |
$1.75M - $1.78M
|
147K
$7.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.6K- 63.96% |
$1.76M - $1.78M
|
18.4K
$953K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-32.7K- 6.73% |
$1.76M - $1.79M
|
453K
$23.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-32.8K- 8.7% |
$1.77M - $1.79M
|
345K
$17.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-33.5K- 85.52% |
$1.8M - $1.83M
|
5.67K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.6K- 5.53% |
$1.86M - $1.89M
|
591K
$30.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-34.7KClosed |
$1.87M - $1.9M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36.8K- 95.63% |
$1.98M - $2.01M
|
1.68K
$87.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-36.9K- 84.09% |
$1.99M - $2.02M
|
6.99K
$362K
|
|
|
Feb 10, 2022
Q4 2021
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-37K- 54.08% |
$1.99M - $2.02M
|
31.4K
$1.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38K- 30.19% |
$2.05M - $2.08M
|
87.9K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-38.2KClosed |
$2.05M - $2.09M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-41.8K- 84.21% |
$2.25M - $2.29M
|
7.84K
$406K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-42.1KClosed |
$2.27M - $2.3M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-43.2K- 37.5% |
$2.32M - $2.36M
|
72K
$3.73M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-46.2K- 26.57% |
$2.48M - $2.52M
|
128K
$6.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46.4K- 32.58% |
$2.5M - $2.54M
|
96.1K
$4.98M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-47.5KClosed |
$2.56M - $2.6M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-47.5KClosed |
$2.56M - $2.6M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-48.1K- 74.86% |
$2.59M - $2.63M
|
16.2K
$838K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-48.5K- 21.78% |
$2.61M - $2.65M
|
174K
$9.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-48.7K- 86.8% |
$2.62M - $2.66M
|
7.41K
$384K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-48.7K- 43.14% |
$2.62M - $2.66M
|
64.2K
$3.33M
|