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 09, 2021
Q2 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
10.8KNew |
$587K - $591K
|
10.8K
$558K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
10.7K+ 16.27% |
$583K - $587K
|
76.3K
$3.96M
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.3K+ 9.73% |
$561K - $564K
|
116K
$6.01M
|
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10.1K+ 7.51% |
$552K - $556K
|
145K
$7.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.67K+ 3.2% |
$528K - $531K
|
312K
$16.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.48K+ 52.4% |
$517K - $520K
|
27.6K
$1.43M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.33K+ 3.9% |
$509K - $512K
|
248K
$12.9M
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
9.21K+ 2.99% |
$502K - $506K
|
317K
$16.4M
|
|
|
Jul 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
9.2K+ 26.53% |
$502K - $505K
|
43.9K
$2.27M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9K+ 167.29% |
$491K - $494K
|
14.4K
$745K
|
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.76KNew |
$478K - $481K
|
8.76K
$454K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
8.7K+ 9.1% |
$475K - $478K
|
104K
$5.41M
|
|
|
Jul 22, 2021
Q2 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
8.7K+ 22.18% |
$475K - $478K
|
47.9K
$2.48M
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.62K+ 16.38% |
$470K - $473K
|
61.2K
$3.17M
|
|
|
Aug 09, 2021
Q2 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
8.61K+ 5.0% |
$470K - $473K
|
181K
$9.37M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.55K+ 8.36% |
$467K - $470K
|
111K
$5.74M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.55K+ 4.62% |
$466K - $469K
|
193K
$10M
|
|
|
Aug 16, 2021
Q2 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.22K+ 43.07% |
$448K - $451K
|
27.3K
$1.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
BUY
|
- |
8.2K+ 3.11% |
$447K - $450K
|
272K
$14.1M
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
8.15K+ 5.98% |
$445K - $447K
|
144K
$7.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.09K+ 1.99% |
$442K - $444K
|
415K
$21.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.02KNew |
$437K - $440K
|
8.02K
$415K
|
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.87K+ 8.16% |
$429K - $432K
|
104K
$5.4M
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.81K+ 3.49% |
$426K - $429K
|
232K
$12M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
7.75K+ 150.63% |
$423K - $426K
|
12.9K
$668K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.66K+ 180.99% |
$418K - $420K
|
11.9K
$616K
|
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.63K+ 8.47% |
$416K - $419K
|
97.7K
$5.06M
|
|
|
Jul 26, 2021
Q2 2021
|
Fullen Financial Group
|
BUY
|
- |
7.47K+ 3.36% |
$408K - $410K
|
230K
$11.9M
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
7.45K+ 106.2% |
$406K - $409K
|
14.5K
$749K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.33K+ 9.93% |
$400K - $403K
|
81.2K
$4.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.23K+ 4.61% |
$394K - $397K
|
164K
$8.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
7.17K+ 88.02% |
$391K - $394K
|
15.3K
$793K
|
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
7.08K+ 185.62% |
$386K - $389K
|
10.9K
$564K
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.06K+ 15.15% |
$385K - $388K
|
53.7K
$2.78M
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.05K+ 83.48% |
$385K - $387K
|
15.5K
$802K
|
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.03K+ 16.11% |
$384K - $386K
|
50.7K
$2.63M
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.92K+ 5.17% |
$377K - $380K
|
141K
$7.29M
|
|
|
Jul 06, 2021
Q2 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
6.89K+ 8.36% |
$376K - $378K
|
89.3K
$4.63M
|
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.82K+ 15.08% |
$372K - $375K
|
52K
$2.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6.81K+ 7.17% |
$372K - $374K
|
102K
$5.28M
|
|
|
Jul 13, 2021
Q2 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.72K+ 24.42% |
$366K - $369K
|
34.2K
$1.77M
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
6.71K+ 5.32% |
$366K - $369K
|
133K
$6.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.49K+ 52.87% |
$354K - $356K
|
18.8K
$972K
|
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.45KNew |
$352K - $354K
|
6.45K
$334K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.44K+ 129.13% |
$351K - $354K
|
11.4K
$592K
|
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.38KNew |
$348K - $350K
|
6.38K
$331K
|
|
|
Jul 29, 2021
Q2 2021
|
Rhs Financial, LLC
|
BUY
|
- |
6.37K+ 98.61% |
$348K - $350K
|
12.8K
$665K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.31K+ 17.5% |
$344K - $347K
|
42.4K
$2.2M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.16K+ 27.84% |
$336K - $338K
|
28.3K
$1.47M
|
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
6.1K+ 4.95% |
$333K - $335K
|
129K
$6.7M
|