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
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43KNew |
$238K - $242K
|
4.43K
$229K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.41KNew |
$237K - $241K
|
4.41K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.41K+ 7.23% |
$237K - $241K
|
65.4K
$3.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.4KNew |
$237K - $240K
|
4.4K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.38KNew |
$236K - $239K
|
4.38K
$227K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.31K+ 69.72% |
$232K - $235K
|
10.5K
$543K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.28KNew |
$230K - $234K
|
4.28K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.25KNew |
$229K - $232K
|
4.25K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.2K+ 5.3% |
$226K - $229K
|
83.4K
$4.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.15K+ 2.17% |
$223K - $227K
|
196K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.03K+ 3.12% |
$217K - $220K
|
133K
$6.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.99K+ 1.64% |
$215K - $218K
|
248K
$12.8M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.93KNew |
$212K - $215K
|
3.93K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.9KNew |
$210K - $213K
|
3.9K
$202K
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.89KNew |
$210K - $213K
|
3.89K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.88KNew |
$209K - $212K
|
3.88K
$201K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.87KNew |
$208K - $212K
|
3.87K
$201K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.83K+ 12.69% |
$206K - $209K
|
34K
$1.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
3.63K+ 0.93% |
$196K - $199K
|
396K
$20.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.62K+ 8.26% |
$195K - $198K
|
47.4K
$2.46M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
3.56K+ 1912.9% |
$191K - $194K
|
3.74K
$194K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
3.53K+ 1.5% |
$190K - $193K
|
239K
$12.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
3.51K+ 2.15% |
$189K - $192K
|
167K
$8.64M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.37K+ 3.38% |
$181K - $184K
|
103K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3.31K+ 1.71% |
$178K - $181K
|
197K
$10.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
3.26K+ 6.78% |
$175K - $178K
|
51.3K
$2.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
3.03K+ 2.87% |
$163K - $165K
|
108K
$5.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.9K+ 2.4% |
$156K - $159K
|
124K
$6.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.82K+ 29.04% |
$152K - $154K
|
12.5K
$648K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 14.93% |
$151K - $154K
|
21.7K
$1.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.78K+ 1.92% |
$150K - $152K
|
148K
$7.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.73K+ 8.42% |
$147K - $149K
|
35.1K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.65K+ 39.17% |
$142K - $145K
|
9.4K
$487K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55K+ 5.64% |
$137K - $140K
|
47.8K
$2.48M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.54KNew |
$137K - $139K
|
2.54K
$132K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.52K+ 21.25% |
$136K - $138K
|
14.4K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.41K+ 11.18% |
$130K - $132K
|
24K
$1.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.4K+ 7.8% |
$129K - $131K
|
33.1K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.39K+ 3.42% |
$128K - $130K
|
72.1K
$3.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.35K+ 13.75% |
$127K - $129K
|
19.4K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.34K+ 7.48% |
$126K - $128K
|
33.6K
$1.74M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 9.32% |
$123K - $125K
|
26.8K
$1.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.19K+ 25.74% |
$118K - $120K
|
10.7K
$554K
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.16KNew |
$116K - $118K
|
2.16K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 3.19% |
$115K - $117K
|
69K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
2.11K+ 1.47% |
$114K - $115K
|
145K
$7.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.99K+ 45.13% |
$107K - $109K
|
6.4K
$332K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.9KNew |
$102K - $104K
|
1.9K
$98.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.88K+ 4.09% |
$101K - $103K
|
47.9K
$2.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.82K+ 34.46% |
$98.1K - $99.6K
|
7.11K
$369K
|