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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
83KNew |
$4.47M - $4.54M
|
83K
$4.3M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
80.6K+ 22.08% |
$4.34M - $4.4M
|
446K
$23.1M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
80.3K+ 6.81% |
$4.32M - $4.39M
|
1.26M
$65.3M
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
80.1K+ 19.34% |
$4.31M - $4.38M
|
494K
$25.6M
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
77.4KNew |
$4.17M - $4.23M
|
77.4K
$4.01M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
76.9K+ 45.81% |
$4.14M - $4.21M
|
245K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
76.3K+ 2.27% |
$4.11M - $4.17M
|
3.43M
$178M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
76.2K+ 19.48% |
$4.1M - $4.17M
|
467K
$24.2M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
74.3KNew |
$4M - $4.06M
|
74.3K
$3.85M
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
73.7K+ 4.4% |
$3.97M - $4.03M
|
1.75M
$90.6M
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
71K+ 19.41% |
$3.82M - $3.88M
|
437K
$22.6M
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
70.9KNew |
$3.82M - $3.88M
|
70.9K
$3.67M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
70.1K+ 348.73% |
$3.77M - $3.83M
|
90.2K
$4.67M
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
67.3K+ 20.16% |
$3.62M - $3.68M
|
401K
$20.8M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
64.7KNew |
$3.48M - $3.53M
|
64.7K
$3.35M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
64.6K+ 16.86% |
$3.48M - $3.53M
|
448K
$23.2M
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
62K+ 41.89% |
$3.34M - $3.39M
|
210K
$10.9M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.8K+ 6.5% |
$3.22M - $3.27M
|
979K
$50.8M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
59.3K+ 4.57% |
$3.19M - $3.24M
|
1.36M
$70.3M
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
58.6KNew |
$3.15M - $3.2M
|
58.6K
$3.04M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
58.3K+ 7.31% |
$3.14M - $3.18M
|
856K
$44.3M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
57.1K+ 66.76% |
$3.07M - $3.12M
|
143K
$7.39M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
55.4K+ 24.6% |
$2.98M - $3.03M
|
281K
$14.5M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
53.7K+ 27.79% |
$2.89M - $2.93M
|
247K
$12.8M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
52.7K+ 339.44% |
$2.83M - $2.88M
|
68.2K
$3.53M
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
49.2KNew |
$2.65M - $2.69M
|
49.2K
$2.55M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
48.7K+ 10.42% |
$2.62M - $2.66M
|
516K
$26.8M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
48.3K+ 19.69% |
$2.6M - $2.64M
|
294K
$15.2M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
48.2KNew |
$2.59M - $2.63M
|
48.2K
$2.5M
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
48.1KNew |
$2.59M - $2.63M
|
48.1K
$2.49M
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
47.9K+ 10.29% |
$2.58M - $2.62M
|
513K
$26.6M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
47.2KNew |
$2.54M - $2.58M
|
47.2K
$2.44M
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
47K+ 59.26% |
$2.53M - $2.57M
|
126K
$6.54M
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
46.8K+ 4.82% |
$2.52M - $2.56M
|
1.02M
$52.8M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.7K+ 622.4% |
$2.52M - $2.55M
|
54.2K
$2.81M
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
46.6KNew |
$2.51M - $2.55M
|
46.6K
$2.42M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
45.6K+ 153.52% |
$2.45M - $2.49M
|
75.3K
$3.9M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
45.4K+ 29.27% |
$2.44M - $2.48M
|
201K
$10.4M
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
43.7K+ 2.76% |
$2.35M - $2.39M
|
1.63M
$84.4M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
43KNew |
$2.32M - $2.35M
|
43K
$2.23M
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
41.6KNew |
$2.24M - $2.28M
|
41.6K
$2.16M
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
41.5KNew |
$2.23M - $2.27M
|
41.5K
$2.15M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
40.8K+ 3.34% |
$2.2M - $2.23M
|
1.26M
$65.4M
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
40.7K+ 10.43% |
$2.19M - $2.22M
|
431K
$22.3M
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
40.5K+ 15.47% |
$2.18M - $2.22M
|
303K
$15.7M
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
39.7K+ 16.1% |
$2.14M - $2.17M
|
286K
$14.8M
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
39.4K+ 4.61% |
$2.12M - $2.15M
|
895K
$46.4M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.3K+ 38.88% |
$2.01M - $2.04M
|
133K
$6.9M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
35.8K+ 1.76% |
$1.92M - $1.95M
|
2.07M
$107M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
35K+ 1.81% |
$1.88M - $1.91M
|
1.96M
$102M
|