Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
52.2KNew |
$2.85M - $2.87M
|
52.2K
$2.7M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51.3K+ 30.56% |
$2.8M - $2.82M
|
219K
$11.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
51.1K+ 4.53% |
$2.79M - $2.81M
|
1.18M
$61.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
50.7KNew |
$2.77M - $2.78M
|
50.7K
$2.63M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
48.9K+ 9.31% |
$2.67M - $2.69M
|
574K
$29.7M
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
48.4K+ 53.88% |
$2.64M - $2.66M
|
138K
$7.16M
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
46.8KNew |
$2.55M - $2.57M
|
46.8K
$2.43M
|
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
46.5K+ 46.24% |
$2.54M - $2.55M
|
147K
$7.61M
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46.2K+ 321.86% |
$2.52M - $2.54M
|
60.6K
$3.14M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46K+ 30.59% |
$2.51M - $2.52M
|
196K
$10.2M
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
45.1K+ 18.24% |
$2.46M - $2.48M
|
292K
$15.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45K+ 8.84% |
$2.45M - $2.47M
|
554K
$28.7M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
44.6K+ 29.91% |
$2.44M - $2.45M
|
194K
$10M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44K+ 11.44% |
$2.4M - $2.42M
|
428K
$22.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
42.6K+ 1599.59% |
$2.32M - $2.34M
|
45.2K
$2.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41.5K+ 9.87% |
$2.27M - $2.28M
|
462K
$23.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
41.3K+ 5.3% |
$2.25M - $2.27M
|
819K
$42.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
40.7K+ 25.41% |
$2.22M - $2.24M
|
201K
$10.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
39.9K+ 38.73% |
$2.18M - $2.19M
|
143K
$7.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
38.6KNew |
$2.11M - $2.12M
|
38.6K
$2M
|
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
38.4KNew |
$2.09M - $2.11M
|
38.4K
$1.99M
|
|
|
Jul 23, 2021
Q2 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
38.4K+ 6.28% |
$2.09M - $2.11M
|
649K
$33.6M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.1K+ 218.87% |
$2.08M - $2.09M
|
55.6K
$2.88M
|
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37.6K+ 14.94% |
$2.05M - $2.06M
|
289K
$15M
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
37.6K+ 14.94% |
$2.05M - $2.06M
|
289K
$15M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37K+ 54.32% |
$2.02M - $2.03M
|
105K
$5.45M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
36.5K+ 23.98% |
$1.99M - $2.01M
|
189K
$9.79M
|
|
|
Jul 16, 2021
Q2 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
36.4K+ 8.81% |
$1.98M - $2M
|
449K
$23.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
36.3K+ 234.97% |
$1.98M - $1.99M
|
51.8K
$2.68M
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
35.3K+ 48.15% |
$1.93M - $1.94M
|
109K
$5.63M
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
BUY
|
- |
35.1K+ 7.17% |
$1.92M - $1.93M
|
525K
$27.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
35K+ 107.59% |
$1.91M - $1.92M
|
67.6K
$3.5M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
34.9K+ 13.12% |
$1.91M - $1.92M
|
301K
$15.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
34.3K+ 118.22% |
$1.87M - $1.88M
|
63.3K
$3.28M
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 34.79% |
$1.86M - $1.88M
|
132K
$6.86M
|
|
|
Jul 28, 2021
Q2 2021
|
Bray Capital Advisors
|
BUY
|
- |
32.6K+ 24.41% |
$1.78M - $1.79M
|
166K
$8.61M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.5K+ 5.71% |
$1.77M - $1.78M
|
601K
$31.2M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
31.7K+ 7.46% |
$1.73M - $1.74M
|
456K
$23.6M
|
|
|
Jul 28, 2021
Q2 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
30.2K+ 4.08% |
$1.65M - $1.66M
|
770K
$39.9M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
29.8K+ 12.27% |
$1.62M - $1.63M
|
272K
$14.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
29.7K+ 16.3% |
$1.62M - $1.63M
|
212K
$11M
|
|
|
Aug 02, 2021
Q2 2021
|
One Day In July LLC
|
BUY
|
- |
29.2K+ 75.47% |
$1.59M - $1.6M
|
67.9K
$3.52M
|
|
|
Apr 05, 2024
Q2 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
28.1K+ 6.26% |
$1.53M - $1.54M
|
476K
$24.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
27.6K+ 321.47% |
$1.51M - $1.51M
|
36.2K
$1.87M
|
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
27.1K+ 27.45% |
$1.48M - $1.49M
|
126K
$6.52M
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 27.24% |
$1.47M - $1.48M
|
126K
$6.51M
|
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
26.7K+ 21.55% |
$1.46M - $1.47M
|
151K
$7.82M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 4.23% |
$1.45M - $1.46M
|
654K
$33.9M
|
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
26K+ 8.89% |
$1.42M - $1.43M
|
318K
$16.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
25.8K+ 13.6% |
$1.41M - $1.41M
|
215K
$11.1M
|