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
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
34.8K+ 380.25% |
$1.87M - $1.9M
|
43.9K
$2.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34.3K+ 4.95% |
$1.85M - $1.88M
|
728K
$37.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
33.6KNew |
$1.81M - $1.84M
|
33.6K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.6KNew |
$1.54M - $1.56M
|
28.6K
$1.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
28.5K+ 38.5% |
$1.53M - $1.56M
|
103K
$5.32M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28.5K+ 16.75% |
$1.53M - $1.56M
|
198K
$10.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
28.2K+ 3.4% |
$1.52M - $1.54M
|
858K
$44.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
27.7KNew |
$1.49M - $1.52M
|
27.7K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.48M - $1.5M
|
27.5K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.2K+ 10.42% |
$1.46M - $1.49M
|
288K
$14.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
26.9K+ 2.17% |
$1.45M - $1.47M
|
1.27M
$65.6M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
26.2KNew |
$1.41M - $1.43M
|
26.2K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
25.8K+ 36.13% |
$1.39M - $1.41M
|
97.2K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
25.4K+ 71.97% |
$1.37M - $1.39M
|
60.7K
$3.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24.4KNew |
$1.31M - $1.33M
|
24.4K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
24.2K+ 22.32% |
$1.3M - $1.32M
|
133K
$6.88M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
24KNew |
$1.29M - $1.31M
|
24K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 3.68% |
$1.27M - $1.29M
|
664K
$34.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
23.5K+ 6.54% |
$1.26M - $1.28M
|
383K
$19.8M
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
23K+ 2.39% |
$1.24M - $1.26M
|
985K
$51.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
22.3K+ 13.13% |
$1.2M - $1.22M
|
192K
$9.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
22K+ 22.37% |
$1.18M - $1.2M
|
120K
$6.24M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21.7K+ 504.56% |
$1.17M - $1.18M
|
26K
$1.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
20.9K+ 3.07% |
$1.13M - $1.14M
|
702K
$36.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
20.7K+ 11.55% |
$1.12M - $1.13M
|
200K
$10.4M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
20.2K+ 41.03% |
$1.08M - $1.1M
|
69.3K
$3.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19.7K+ 197.63% |
$1.06M - $1.08M
|
29.6K
$1.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
19.3KNew |
$1.04M - $1.05M
|
19.3K
$1M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
19KNew |
$1.02M - $1.04M
|
19K
$985K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
18.8K+ 7.71% |
$1.01M - $1.03M
|
263K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.7K+ 3.8% |
$1M - $1.02M
|
510K
$26.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
18.5K+ 10.9% |
$998K - $1.01M
|
189K
$9.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18.2K+ 22.78% |
$981K - $996K
|
98.2K
$5.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18KNew |
$970K - $985K
|
18K
$934K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18K+ 54.14% |
$968K - $983K
|
51.2K
$2.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
17.6K+ 7.96% |
$947K - $961K
|
238K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.5K+ 48.1% |
$943K - $957K
|
53.9K
$2.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 5.87% |
$908K - $923K
|
305K
$15.8M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.7KNew |
$901K - $915K
|
16.7K
$867K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.4KNew |
$882K - $895K
|
16.4K
$849K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
16K+ 10.67% |
$859K - $872K
|
166K
$8.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.9K+ 148.6% |
$857K - $870K
|
26.6K
$1.38M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
15.8KNew |
$852K - $865K
|
15.8K
$820K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15.6K+ 3.89% |
$838K - $851K
|
416K
$21.5M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
15.5K+ 19.51% |
$835K - $848K
|
95K
$4.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.4K+ 55.45% |
$829K - $841K
|
43.2K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
14.9KNew |
$804K - $817K
|
14.9K
$774K
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
14.3KNew |
$767K - $779K
|
14.3K
$739K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
13.9K+ 13.56% |
$746K - $757K
|
116K
$6.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
13.3K+ 9.03% |
$718K - $729K
|
161K
$8.34M
|