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 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.2K+ 1.94% |
$712K - $723K
|
695K
$36M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
13.1K+ 3.96% |
$708K - $719K
|
346K
$17.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13K+ 67.03% |
$701K - $712K
|
32.5K
$1.68M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
13K+ 4.13% |
$699K - $710K
|
327K
$17M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13K+ 4.13% |
$699K - $710K
|
327K
$17M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
12.9K+ 2.15% |
$693K - $703K
|
611K
$31.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 13.25% |
$685K - $695K
|
109K
$5.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.6K+ 19.89% |
$678K - $688K
|
75.9K
$3.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
12.6KNew |
$676K - $687K
|
12.6K
$651K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
12.4K+ 8.85% |
$668K - $679K
|
153K
$7.92M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.4K+ 79.98% |
$667K - $678K
|
27.9K
$1.45M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.3KNew |
$664K - $674K
|
12.3K
$639K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 11.69% |
$660K - $670K
|
117K
$6.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 8.44% |
$648K - $658K
|
155K
$8.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.7K+ 90.69% |
$632K - $641K
|
24.7K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.6K+ 53.3% |
$624K - $634K
|
33.3K
$1.73M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$619K - $628K
|
11.5K
$596K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
11.5KNew |
$617K - $627K
|
11.5K
$594K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
11K+ 7.61% |
$592K - $602K
|
156K
$8.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
10.5KNew |
$565K - $573K
|
10.5K
$544K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2KNew |
$546K - $555K
|
10.2K
$526K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
10.1K+ 17.32% |
$544K - $552K
|
68.5K
$3.55M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.91KNew |
$533K - $542K
|
9.91K
$514K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.82K+ 10.0% |
$528K - $537K
|
108K
$5.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.79K+ 4.95% |
$527K - $535K
|
207K
$10.7M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.62KNew |
$518K - $526K
|
9.62K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.57K+ 7.55% |
$515K - $523K
|
136K
$7.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.44KNew |
$508K - $516K
|
9.44K
$489K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
9.37KNew |
$504K - $512K
|
9.37K
$486K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
8.97KNew |
$482K - $490K
|
8.97K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
8.9K+ 28.93% |
$479K - $487K
|
39.7K
$2.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.75K+ 3.84% |
$471K - $478K
|
236K
$12.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
8.63K+ 38.62% |
$464K - $472K
|
31K
$1.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.57K+ 6.8% |
$461K - $469K
|
135K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.55K+ 1.37% |
$460K - $467K
|
633K
$32.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
8.53K+ 4.31% |
$459K - $466K
|
206K
$10.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.47KNew |
$456K - $463K
|
8.47K
$439K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.47K+ 2.77% |
$456K - $463K
|
314K
$16.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.44K+ 63.53% |
$454K - $461K
|
21.7K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
8.29K+ 6.06% |
$446K - $453K
|
145K
$7.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
8.28K+ 53.91% |
$445K - $452K
|
23.6K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
8.2KNew |
$441K - $448K
|
8.2K
$425K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.88KNew |
$424K - $431K
|
7.88K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
7.86K+ 1.95% |
$423K - $430K
|
411K
$21.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.82K+ 30.93% |
$421K - $427K
|
33.1K
$1.72M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7.79KNew |
$419K - $426K
|
7.79K
$404K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 86.65% |
$410K - $416K
|
16.4K
$850K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.51K+ 0.93% |
$404K - $411K
|
819K
$42.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.48KNew |
$403K - $409K
|
7.48K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.47KNew |
$402K - $408K
|
7.47K
$387K
|