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 13, 2021
Q2 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.44K+ 13.23% |
$78.5K - $79K
|
12.3K
$640K
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 11.74% |
$77.5K - $78K
|
13.5K
$703K
|
|
|
Aug 13, 2021
Q2 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.42K+ 0.35% |
$77.5K - $78K
|
403K
$21M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 2.81% |
$76.1K - $76.6K
|
51.1K
$2.66M
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.39K+ 2.84% |
$75.9K - $76.3K
|
50.3K
$2.62M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.39K+ 4.81% |
$75.8K - $76.3K
|
30.3K
$1.57M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.37K+ 12.19% |
$74.7K - $75.2K
|
12.6K
$655K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.34K+ 41.29% |
$73.1K - $73.6K
|
4.59K
$239K
|
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.3KNew |
$70.9K - $71.4K
|
1.3K
$67.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 38.67% |
$69K - $69.4K
|
4.53K
$236K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.25KNew |
$68.2K - $68.6K
|
1.25K
$65K
|
|
|
Aug 06, 2021
Q2 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.24K+ 2.59% |
$67.8K - $68.3K
|
49.3K
$2.56M
|
|
|
Aug 18, 2021
Q2 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.23K+ 1.91% |
$66.8K - $67.3K
|
65.3K
$3.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 1.53% |
$64.9K - $65.4K
|
78.9K
$4.11M
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.17K+ 13.25% |
$64K - $64.4K
|
10K
$522K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.15K+ 0.97% |
$62.5K - $62.9K
|
120K
$6.23M
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.14K+ 3.42% |
$62.1K - $62.5K
|
34.4K
$1.79M
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$59.4K - $59.8K
|
1.09K
$56.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.02K+ 2.93% |
$55.7K - $56.1K
|
35.9K
$1.87M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.02K+ 3.16% |
$55.5K - $55.9K
|
33.2K
$1.73M
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
1K+ 54.05% |
$54.6K - $54.9K
|
2.85K
$148K
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 9.09% |
$54.6K - $54.9K
|
12K
$624K
|
|
|
Jul 26, 2021
Q2 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
992+ 6.26% |
$54.1K - $54.5K
|
16.8K
$876K
|
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
987+ 4.99% |
$53.9K - $54.2K
|
20.8K
$1.08M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
986+ 2.48% |
$53.8K - $54.2K
|
40.8K
$2.12M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
958+ 7.72% |
$52.3K - $52.6K
|
13.4K
$695K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
958+ 9.51% |
$52.3K - $52.6K
|
11K
$574K
|
|
|
Aug 02, 2021
Q2 2021
|
Peoples Bank
|
BUY
|
- |
929+ 0.89% |
$50.7K - $51K
|
105K
$5.48M
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
922+ 30.11% |
$50.3K - $50.6K
|
3.98K
$207K
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
912+ 10.05% |
$49.8K - $50.1K
|
9.98K
$519K
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
912+ 4.46% |
$49.8K - $50.1K
|
21.4K
$1.11M
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
908+ 5.27% |
$49.5K - $49.9K
|
18.1K
$943K
|
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
880+ 0.18% |
$48K - $48.3K
|
496K
$25.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
865+ 1.32% |
$47.2K - $47.5K
|
66.2K
$3.44M
|
|
|
Aug 06, 2021
Q2 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
855+ 12.98% |
$46.7K - $47K
|
7.44K
$387K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
851+ 0.44% |
$46.4K - $46.7K
|
194K
$10.1M
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
826+ 8.68% |
$45.1K - $45.4K
|
10.3K
$538K
|
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
810+ 3.82% |
$44.2K - $44.5K
|
22K
$1.14M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
806+ 8.89% |
$44K - $44.3K
|
9.87K
$513K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
805+ 11.32% |
$43.9K - $44.2K
|
7.92K
$412K
|
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
763+ 0.61% |
$41.6K - $41.9K
|
125K
$6.51M
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
749+ 261.89% |
$40.9K - $41.1K
|
1.04K
$53.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
740+ 6.6% |
$40.4K - $40.6K
|
11.9K
$621K
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
728New |
$39.7K - $40K
|
728
$37.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
BUY
|
- |
726+ 15.76% |
$39.6K - $39.9K
|
5.33K
$277K
|
|
|
Aug 12, 2021
Q2 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
720+ 5.34% |
$39.3K - $39.5K
|
14.2K
$739K
|
|
|
Aug 06, 2021
Q2 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700+ 7.28% |
$38.2K - $38.4K
|
10.3K
$537K
|
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
700New |
$38.2K - $38.4K
|
700
$36.4K
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
641+ 22.91% |
$35K - $35.2K
|
3.44K
$179K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
637+ 0.75% |
$34.8K - $35K
|
85.8K
$4.47M
|