Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.9KNew |
$213K - $214K
|
3.9K
$204K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.78KNew |
$206K - $208K
|
3.78K
$198K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.75K+ 94.23% |
$205K - $206K
|
7.74K
$405K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.63K+ 5.48% |
$198K - $199K
|
69.8K
$3.65M
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.58K+ 118.3% |
$195K - $196K
|
6.6K
$345K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.55KNew |
$194K - $195K
|
3.55K
$186K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.46K+ 11.56% |
$189K - $190K
|
33.4K
$1.75M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.46K+ 23.11% |
$189K - $190K
|
18.4K
$963K
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.43K+ 46.01% |
$187K - $188K
|
10.9K
$568K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.25K+ 1.5% |
$178K - $179K
|
221K
$11.6M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.18K+ 1.17% |
$174K - $175K
|
276K
$14.4M
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.18KNew |
$174K - $175K
|
3.18K
$166K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.13K+ 69.01% |
$171K - $172K
|
7.66K
$401K
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.06K+ 30.68% |
$167K - $168K
|
13K
$682K
|
|
Nov 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
2.91K+ 3.81% |
$159K - $160K
|
79.2K
$4.14M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 8.07% |
$156K - $157K
|
38.2K
$2M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.77K+ 34.84% |
$151K - $152K
|
10.7K
$560K
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.7K+ 28.66% |
$147K - $148K
|
12.1K
$634K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.69K+ 3.14% |
$147K - $148K
|
88.5K
$4.63M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.48K+ 7.57% |
$136K - $136K
|
35.3K
$1.85M
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
2.43K+ 0.62% |
$133K - $133K
|
393K
$20.5M
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.41K+ 7.05% |
$132K - $133K
|
36.6K
$1.92M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
2.35K+ 47.94% |
$128K - $129K
|
7.25K
$379K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.34K+ 2.88% |
$128K - $129K
|
83.7K
$4.38M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.31K+ 0.65% |
$126K - $127K
|
356K
$18.6M
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
2.3K+ 7.09% |
$126K - $126K
|
34.7K
$1.82M
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.25K+ 1.62% |
$123K - $123K
|
140K
$7.34M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.24K+ 1.17% |
$122K - $123K
|
193K
$10.1M
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.13K+ 4.85% |
$116K - $117K
|
46K
$2.41M
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.12K+ 33.22% |
$116K - $116K
|
8.5K
$445K
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.03K+ 10.36% |
$111K - $111K
|
21.6K
$1.13M
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2K+ 0.53% |
$109K - $110K
|
377K
$19.7M
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.99K+ 1.38% |
$109K - $109K
|
146K
$7.65M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.98K+ 7.86% |
$108K - $109K
|
27.2K
$1.42M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.97K+ 18.92% |
$107K - $108K
|
12.4K
$646K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.94K+ 9.07% |
$106K - $106K
|
23.3K
$1.22M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.86KNew |
$102K - $102K
|
1.86K
$97.3K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.85KNew |
$101K - $102K
|
1.85K
$96.8K
|
|
Nov 03, 2021
Q3 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.83K+ 13.19% |
$99.8K - $100K
|
15.7K
$820K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.82K+ 1.79% |
$99.5K - $100K
|
104K
$5.42M
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.82K+ 9.93% |
$99.1K - $99.7K
|
20.1K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.81K+ 1.42% |
$98.7K - $99.2K
|
129K
$6.75M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.8K+ 5.98% |
$98K - $98.6K
|
31.8K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.79K+ 36.77% |
$97.8K - $98.4K
|
6.67K
$349K
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.75K+ 46.57% |
$95.6K - $96.1K
|
5.51K
$288K
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.69K+ 3.43% |
$92.2K - $92.8K
|
51K
$2.67M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 12.42% |
$91.7K - $92.3K
|
15.2K
$795K
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.66K+ 20.44% |
$90.5K - $91.1K
|
9.77K
$511K
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.65K+ 1.32% |
$90K - $90.5K
|
127K
$6.63M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.6K+ 6.52% |
$87.5K - $88K
|
26.2K
$1.37M
|