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 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
7.16K+ 11.36% |
$386K - $392K
|
70.2K
$3.64M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.12K+ 9.26% |
$383K - $389K
|
84.1K
$4.36M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7.1KNew |
$382K - $388K
|
7.1K
$368K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
7.09K+ 45.31% |
$382K - $387K
|
22.7K
$1.18M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
7.04KNew |
$379K - $385K
|
7.04K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
7KNew |
$377K - $383K
|
7K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
6.8KNew |
$366K - $372K
|
6.8K
$352K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
6.7K+ 3.29% |
$361K - $366K
|
210K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.63KNew |
$357K - $362K
|
6.63K
$343K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
6.46KNew |
$348K - $353K
|
6.46K
$335K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.42KNew |
$345K - $351K
|
6.42K
$332K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.41K+ 20.63% |
$345K - $350K
|
37.5K
$1.94M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.35K+ 91.48% |
$342K - $347K
|
13.3K
$689K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6.22K+ 15.98% |
$335K - $340K
|
45.2K
$2.34M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.2K+ 16.94% |
$334K - $339K
|
42.8K
$2.22M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
6.13KNew |
$330K - $335K
|
6.13K
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
6.12K+ 40.19% |
$329K - $334K
|
21.3K
$1.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$327K - $332K
|
6.07K
$315K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
6.07K+ 5.48% |
$327K - $332K
|
117K
$6.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.07K+ 54.37% |
$327K - $332K
|
17.2K
$893K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.03K+ 1.55% |
$325K - $330K
|
396K
$20.5M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
6KNew |
$323K - $328K
|
6K
$311K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
6K+ 97.23% |
$323K - $328K
|
12.2K
$631K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.98KNew |
$322K - $327K
|
5.98K
$310K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.91KNew |
$318K - $323K
|
5.91K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.91KNew |
$318K - $323K
|
5.91K
$306K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.72KNew |
$308K - $313K
|
5.72K
$296K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.69K+ 23.18% |
$306K - $311K
|
30.2K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.69KNew |
$306K - $311K
|
5.69K
$295K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
5.59K+ 2.89% |
$301K - $305K
|
199K
$10.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.51K+ 5.23% |
$296K - $301K
|
111K
$5.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.32K+ 11.6% |
$286K - $291K
|
51.2K
$2.65M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.31KNew |
$286K - $290K
|
5.31K
$275K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.18K+ 5.97% |
$279K - $283K
|
92K
$4.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.17K+ 0.88% |
$278K - $282K
|
591K
$30.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.09K+ 4.77% |
$274K - $278K
|
112K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
5.08K+ 173.34% |
$274K - $278K
|
8.02K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
4.96KNew |
$267K - $271K
|
4.96K
$257K
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
4.91K+ 5.32% |
$264K - $268K
|
97.2K
$5.04M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.87KNew |
$262K - $266K
|
4.87K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.78K+ 15.82% |
$257K - $261K
|
35K
$1.81M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$256K - $260K
|
4.75K
$246K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
4.73K+ 5.73% |
$255K - $259K
|
87.3K
$4.53M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.63KNew |
$249K - $253K
|
4.63K
$240K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
4.61K+ 4.09% |
$248K - $252K
|
117K
$6.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.54K+ 2.41% |
$244K - $248K
|
193K
$10M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.51K+ 84.85% |
$243K - $247K
|
9.83K
$509K
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.51K+ 100.0% |
$242K - $246K
|
9.01K
$467K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.46K+ 12.22% |
$240K - $244K
|
40.9K
$2.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.44KNew |
$239K - $242K
|
4.44K
$230K
|