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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
5.86K+ 25.52% |
$320K - $322K
|
28.8K
$1.49M
|
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 1.72% |
$317K - $319K
|
343K
$17.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.77K+ 5.52% |
$315K - $317K
|
110K
$5.71M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.75K+ 46.3% |
$314K - $316K
|
18.2K
$941K
|
|
|
Jul 21, 2021
Q2 2021
|
Hollencrest Capital Management
|
BUY
|
- |
5.69K+ 3.75% |
$311K - $313K
|
157K
$8.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.48K+ 90.76% |
$299K - $301K
|
11.5K
$597K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.43K+ 8.03% |
$296K - $298K
|
73K
$3.78M
|
|
|
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.38K+ 73.32% |
$294K - $295K
|
12.7K
$659K
|
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.34K+ 9.37% |
$291K - $293K
|
62.4K
$3.23M
|
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
5.29K+ 5.56% |
$289K - $291K
|
100K
$5.21M
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
5.07K+ 13.48% |
$277K - $279K
|
42.7K
$2.21M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.96K+ 5.71% |
$271K - $273K
|
92K
$4.77M
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
4.88K+ 12.01% |
$266K - $268K
|
45.5K
$2.36M
|
|
|
Aug 02, 2021
Q2 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.87K+ 4.37% |
$266K - $267K
|
116K
$6.02M
|
|
|
Jul 26, 2021
Q2 2021
|
Excalibur Management Corp
|
BUY
|
- |
4.85K+ 26.81% |
$265K - $266K
|
22.9K
$1.19M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 0.89% |
$263K - $265K
|
549K
$28.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
4.8K+ 11.27% |
$262K - $264K
|
47.4K
$2.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.71KNew |
$257K - $259K
|
4.71K
$244K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.69KNew |
$256K - $258K
|
4.69K
$243K
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.66KNew |
$254K - $256K
|
4.66K
$241K
|
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
4.61K+ 7.93% |
$252K - $253K
|
62.7K
$3.25M
|
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.56K+ 16.5% |
$249K - $251K
|
32.2K
$1.67M
|
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.52K+ 11.76% |
$247K - $248K
|
43K
$2.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4.51KNew |
$246K - $247K
|
4.51K
$233K
|
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.5K+ 60.93% |
$246K - $247K
|
11.9K
$616K
|
|
|
Jul 13, 2021
Q2 2021
|
Kwmg, LLC
|
BUY
|
- |
4.41K+ 2.36% |
$241K - $242K
|
191K
$9.91M
|
|
|
Aug 02, 2021
Q2 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.4K+ 2.06% |
$240K - $241K
|
218K
$11.3M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.32K+ 57.51% |
$236K - $237K
|
11.8K
$613K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.29K+ 6302.94% |
$234K - $235K
|
4.35K
$226K
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.26KNew |
$232K - $234K
|
4.26K
$221K
|
|
|
Jul 26, 2021
Q2 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
4.26K+ 1.1% |
$232K - $234K
|
390K
$20.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.25KNew |
$232K - $233K
|
4.25K
$220K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.19K+ 21.6% |
$229K - $230K
|
23.6K
$1.22M
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
4.17K+ 6.35% |
$227K - $229K
|
69.8K
$3.62M
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11K+ 20.0% |
$224K - $226K
|
24.6K
$1.28M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.1K+ 1.49% |
$224K - $225K
|
280K
$14.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.02KNew |
$220K - $221K
|
4.02K
$208K
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
4KNew |
$218K - $220K
|
4K
$207K
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.87K+ 12.3% |
$211K - $212K
|
35.3K
$1.83M
|
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.85K+ 0.49% |
$210K - $212K
|
788K
$40.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.85KNew |
$210K - $212K
|
3.85K
$200K
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.84K+ 17.88% |
$210K - $211K
|
25.3K
$1.31M
|
|
|
Oct 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.75KNew |
$205K - $206K
|
3.75K
$194K
|
|
|
Jul 19, 2021
Q2 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.71K+ 3.36% |
$202K - $204K
|
114K
$5.91M
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.71K+ 144.92% |
$202K - $204K
|
6.27K
$325K
|
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.7K+ 0.78% |
$202K - $203K
|
476K
$24.7M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.7K+ 153.68% |
$202K - $203K
|
6.1K
$316K
|
|
|
Jul 08, 2021
Q2 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.66KNew |
$200K - $201K
|
3.66K
$190K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.65K+ 3.29% |
$199K - $201K
|
115K
$5.95M
|
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.63KNew |
$198K - $200K
|
3.63K
$188K
|