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 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
83+ 5.9% |
$4.47K - $4.54K
|
1.49K
$77.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
66New |
$3.55K - $3.61K
|
66
$3.42K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
64+ 0.68% |
$3.44K - $3.5K
|
9.49K
$492K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
57New |
$3.07K - $3.12K
|
57
$2.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
56+ 0.66% |
$3.01K - $3.06K
|
8.51K
$441K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
53+ 0.65% |
$2.85K - $2.9K
|
8.24K
$427K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
50New |
$2.69K - $2.73K
|
50
$2.59K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
47+ 1.1% |
$2.53K - $2.57K
|
4.31K
$223K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.49% |
$1.72K - $1.75K
|
6.56K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
32New |
$1.72K - $1.75K
|
32
$1.66K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.67% |
$1.4K - $1.42K
|
3.89K
$202K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.34% |
$1.13K - $1.15K
|
6.12K
$317K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.67% |
$592 - $601
|
1.64K
$85.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10+ 0.1% |
$538 - $547
|
9.78K
$507K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9New |
$484 - $492
|
9
$466
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.69% |
$323 - $328
|
873
$45.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
6New |
$323 - $328
|
6
$311
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.64% |
$269 - $273
|
789
$40.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.56% |
$215 - $219
|
714
$37K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.21% |
$161 - $164
|
1.46K
$75.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.53% |
$161 - $164
|
570
$29.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.03% |
$161 - $164
|
11.7K
$607K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2New |
$108 - $109
|
2
$104
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
2+ 0.01% |
$108 - $109
|
27.2K
$1.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.09% |
$108 - $109
|
185
$9.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2+ 0.03% |
$108 - $109
|
5.75K
$298K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.0% |
$53.8 - $54.7
|
78.5K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$53.8 - $54.7
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3- 0.2% |
$161 - $164
|
1.48K
$76.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-6- 10.53% |
$323 - $328
|
51
$2.64K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6- 0.58% |
$323 - $328
|
1.02K
$52.9K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-19- 3.63% |
$1.02K - $1.04K
|
505
$26.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.16% |
$1.08K - $1.09K
|
12.6K
$652K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-22Closed |
$1.18K - $1.2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-22- 0.07% |
$1.18K - $1.2K
|
30.3K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-27- 7.12% |
$1.45K - $1.48K
|
352
$18.2K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-38- 1.0% |
$2.05K - $2.08K
|
3.74K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-42- 0.58% |
$2.26K - $2.3K
|
7.18K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-45- 0.1% |
$2.42K - $2.46K
|
46.1K
$2.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-46- 0.14% |
$2.48K - $2.51K
|
31.8K
$1.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-50- 1.0% |
$2.69K - $2.73K
|
4.95K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50Closed |
$2.69K - $2.73K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-55- 1.23% |
$2.96K - $3.01K
|
4.4K
$228K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-55- 0.45% |
$2.96K - $3.01K
|
12.3K
$635K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-55- 0.45% |
$2.96K - $3.01K
|
12.2K
$634K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-59- 1.24% |
$3.18K - $3.22K
|
4.72K
$244K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-65- 1.67% |
$3.5K - $3.55K
|
3.83K
$198K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.4% |
$3.5K - $3.55K
|
16K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-69- 0.89% |
$3.71K - $3.77K
|
7.71K
$400K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-87- 2.11% |
$4.68K - $4.76K
|
4.03K
$209K
|