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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-48.8K- 42.2% |
$2.63M - $2.67M
|
66.8K
$3.46M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-51.9K- 73.44% |
$2.79M - $2.83M
|
18.8K
$972K
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-52.7KClosed |
$2.84M - $2.88M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.9K- 14.48% |
$2.85M - $2.89M
|
312K
$16.2M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.8K- 56.03% |
$3.06M - $3.1M
|
44.5K
$2.31M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-58.2K- 71.24% |
$3.13M - $3.18M
|
23.5K
$1.22M
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-58.5K- 52.24% |
$3.15M - $3.2M
|
53.5K
$2.77M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-59.3K- 2.92% |
$3.19M - $3.24M
|
1.97M
$102M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-59.8K- 66.24% |
$3.22M - $3.27M
|
30.5K
$1.58M
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-61.3K- 58.76% |
$3.3M - $3.35M
|
43K
$2.23M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-63.1KClosed |
$3.39M - $3.45M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66.5K- 40.8% |
$3.58M - $3.64M
|
96.5K
$5M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-68.9KClosed |
$3.71M - $3.76M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-70.2K- 25.25% |
$3.78M - $3.84M
|
208K
$10.8M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73.6K- 23.4% |
$3.96M - $4.02M
|
241K
$12.5M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-74.6K- 82.73% |
$4.02M - $4.08M
|
15.6K
$807K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.8K- 31.59% |
$4.24M - $4.31M
|
171K
$8.84M
|
|
Feb 04, 2022
Q4 2021
|
Nationwide Asset Management LLC
|
SELL
|
- |
-90.8K- 11.6% |
$4.89M - $4.96M
|
692K
$35.9M
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-106K- 24.9% |
$5.71M - $5.79M
|
320K
$16.6M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-107KClosed |
$5.74M - $5.83M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-111K- 31.97% |
$5.97M - $6.06M
|
236K
$12.2M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-113K- 74.77% |
$6.08M - $6.18M
|
38.1K
$1.98M
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-116K- 85.68% |
$6.26M - $6.35M
|
19.4K
$1.01M
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-119K- 65.36% |
$6.42M - $6.52M
|
63.3K
$3.28M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-122K- 12.13% |
$6.58M - $6.68M
|
885K
$45.9M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-124K- 44.19% |
$6.66M - $6.76M
|
156K
$8.1M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-124K- 86.67% |
$6.68M - $6.78M
|
19.1K
$989K
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-125K- 50.59% |
$6.71M - $6.81M
|
122K
$6.31M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-126K- 86.33% |
$6.76M - $6.86M
|
19.9K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-126KClosed |
$6.79M - $6.9M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-126KClosed |
$6.79M - $6.9M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-128K- 89.91% |
$6.88M - $6.99M
|
14.3K
$743K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-136K- 5.26% |
$7.34M - $7.45M
|
2.46M
$127M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-139K- 69.6% |
$7.49M - $7.61M
|
60.8K
$3.15M
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-140K- 27.76% |
$7.53M - $7.65M
|
364K
$18.9M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-146K- 2.67% |
$7.86M - $7.98M
|
5.33M
$276M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-152K- 94.17% |
$8.18M - $8.31M
|
9.41K
$487K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-154K- 84.14% |
$8.26M - $8.39M
|
28.9K
$1.5M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-169K- 82.42% |
$9.09M - $9.24M
|
36.1K
$1.87M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-188K- 44.76% |
$10.1M - $10.3M
|
233K
$12.1M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-200K- 56.21% |
$10.8M - $11M
|
156K
$8.09M
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-203KClosed |
$10.9M - $11.1M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-221K- 55.13% |
$11.9M - $12.1M
|
180K
$9.31M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-226K- 89.59% |
$12.2M - $12.4M
|
26.3K
$1.36M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-231KClosed |
$12.4M - $12.6M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-231K- 84.63% |
$12.5M - $12.7M
|
42K
$2.18M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244K- 8.15% |
$13.1M - $13.3M
|
2.75M
$142M
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-258K- 1.8% |
$13.9M - $14.1M
|
14.1M
$730M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-287K- 2.99% |
$15.5M - $15.7M
|
9.31M
$483M
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-293K- 37.41% |
$15.8M - $16M
|
490K
$25.4M
|