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
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.78K+ 6.56% |
$95.6K - $97.1K
|
28.8K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.76K+ 3.05% |
$94.6K - $96K
|
59.4K
$3.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.74K+ 5.57% |
$93.6K - $95.1K
|
33K
$1.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.72K+ 3.81% |
$92.6K - $94K
|
46.9K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$91.5K - $92.9K
|
1.7K
$88.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.68K+ 1.47% |
$90.4K - $91.8K
|
116K
$6M
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.63K+ 0.72% |
$87.8K - $89.2K
|
227K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.62K+ 7.83% |
$87.3K - $88.7K
|
22.3K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.56K+ 3.48% |
$83.7K - $85K
|
46.3K
$2.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.52K+ 22.73% |
$81.5K - $82.8K
|
8.18K
$424K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.51KNew |
$81.4K - $82.6K
|
1.51K
$78.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.5K+ 3.06% |
$80.7K - $82K
|
50.6K
$2.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.48K+ 2.46% |
$79.5K - $80.7K
|
61.6K
$3.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.46K+ 12.43% |
$78.3K - $79.5K
|
13.2K
$682K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.45K+ 14.57% |
$78K - $79.3K
|
11.4K
$591K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.4K+ 8.93% |
$75.3K - $76.5K
|
17.1K
$885K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 75.58% |
$75.3K - $76.5K
|
3.25K
$168K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.4K+ 2.77% |
$75.2K - $76.4K
|
51.9K
$2.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1.38K+ 94.57% |
$74.1K - $75.2K
|
2.83K
$147K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.33K+ 2.47% |
$71.7K - $72.8K
|
55.3K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.32K+ 6.06% |
$71.3K - $72.4K
|
23.2K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.32K+ 1.45% |
$71K - $72.2K
|
92.1K
$4.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 154.05% |
$70.6K - $71.7K
|
2.16K
$112K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.31K+ 10.19% |
$70.3K - $71.4K
|
14.1K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 7.84% |
$68.4K - $69.4K
|
17.5K
$905K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.25K+ 8.49% |
$67.5K - $68.5K
|
16K
$831K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.22K+ 17.27% |
$65.9K - $66.9K
|
8.31K
$431K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.2K+ 11.71% |
$64.7K - $65.7K
|
11.5K
$594K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.17KNew |
$63.2K - $64.2K
|
1.17K
$60.8K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.14K+ 72.09% |
$61.6K - $62.5K
|
2.73K
$142K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.11K+ 6.27% |
$59.8K - $60.8K
|
18.9K
$977K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 0.03% |
$59.5K - $60.4K
|
3.44M
$178M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.07K+ 11.09% |
$57.7K - $58.6K
|
10.7K
$557K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.04K+ 0.71% |
$55.9K - $56.8K
|
147K
$7.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.01K+ 3.86% |
$54.1K - $55K
|
27K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$53.8K - $54.7K
|
1K
$51.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
965+ 4.63% |
$51.9K - $52.7K
|
21.8K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
955+ 1.23% |
$51.4K - $52.2K
|
78.3K
$4.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
946+ 1.83% |
$50.9K - $51.7K
|
52.6K
$2.73M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
932+ 0.44% |
$50.2K - $50.9K
|
215K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
927+ 7.65% |
$49.9K - $50.7K
|
13K
$676K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
921New |
$49.6K - $50.3K
|
921
$47.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
918+ 0.05% |
$49.4K - $50.2K
|
2M
$104M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
850New |
$45.7K - $46.5K
|
850
$44K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
804New |
$43.3K - $43.9K
|
804
$41.7K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
790+ 0.87% |
$42.5K - $43.2K
|
91.3K
$4.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
772+ 11.89% |
$41.5K - $42.2K
|
7.27K
$377K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
639+ 2.1% |
$34.4K - $34.9K
|
31K
$1.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
625+ 3.93% |
$33.6K - $34.2K
|
16.5K
$857K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
587+ 137.79% |
$31.6K - $32.1K
|
1.01K
$52.5K
|