Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.3K+ 12.81% |
$728K - $733K
|
117K
$6.12M
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.6K+ 22.61% |
$691K - $696K
|
68.4K
$3.58M
|
|
Feb 12, 2021
Q4 2020
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12.6K+ 9.42% |
$691K - $696K
|
147K
$7.66M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 14.62% |
$675K - $680K
|
96.6K
$5.05M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 10.82% |
$666K - $670K
|
124K
$6.51M
|
|
Feb 12, 2021
Q4 2020
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
12.1K+ 39.45% |
$665K - $669K
|
42.9K
$2.24M
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1KNew |
$664K - $668K
|
12.1K
$633K
|
|
Jan 12, 2021
Q4 2020
|
Cypress Capital Group
|
BUY
|
- |
12K+ 3.73% |
$659K - $663K
|
334K
$17.5M
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 12.1% |
$654K - $659K
|
111K
$5.78M
|
|
Jan 20, 2021
Q4 2020
|
Ota Financial Group L.P.
|
BUY
|
- |
11.9KNew |
$654K - $659K
|
11.9K
$624K
|
|
Jan 27, 2021
Q4 2020
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.8K+ 36.15% |
$648K - $652K
|
44.5K
$2.33M
|
|
Feb 16, 2021
Q4 2020
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$645K - $649K
|
11.8K
$615K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 11.8% |
$640K - $645K
|
111K
$5.79M
|
|
Jun 11, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
11.6K+ 22.05% |
$635K - $640K
|
64.2K
$3.36M
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.6K+ 157.4% |
$633K - $637K
|
18.9K
$988K
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11K+ 18.41% |
$605K - $609K
|
71K
$3.71M
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.9K+ 8.2% |
$599K - $603K
|
144K
$7.54M
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.9K+ 44.1% |
$598K - $602K
|
35.7K
$1.87M
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.9K+ 6.63% |
$597K - $602K
|
175K
$9.17M
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
10.5K+ 7.29% |
$576K - $580K
|
155K
$8.09M
|
|
Feb 08, 2021
Q4 2020
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
10.3K+ 12.92% |
$564K - $567K
|
89.9K
$4.7M
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 39.53% |
$561K - $565K
|
36.1K
$1.89M
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.2K+ 12.35% |
$560K - $563K
|
92.9K
$4.86M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.2K+ 61.25% |
$559K - $562K
|
26.8K
$1.4M
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.2K+ 20.19% |
$558K - $562K
|
60.7K
$3.17M
|
|
Jan 26, 2021
Q4 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
10K+ 8.54% |
$551K - $554K
|
128K
$6.68M
|
|
Feb 16, 2021
Q4 2020
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
9.95KNew |
$545K - $549K
|
9.95K
$520K
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9.81KNew |
$538K - $541K
|
9.81K
$513K
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.7K+ 112.4% |
$531K - $535K
|
18.3K
$958K
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.7K+ 16.92% |
$531K - $535K
|
67K
$3.5M
|
|
Jan 22, 2021
Q4 2020
|
Plimoth Trust CO LLC
|
BUY
|
- |
9.68K+ 12.63% |
$530K - $534K
|
86.3K
$4.51M
|
|
Feb 08, 2021
Q4 2020
|
Fortis Capital Management LLC
|
BUY
|
- |
9.66K+ 20.65% |
$529K - $533K
|
56.5K
$2.95M
|
|
Feb 16, 2021
Q4 2020
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
9.6KNew |
$526K - $530K
|
9.6K
$502K
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9.56KNew |
$524K - $527K
|
9.56K
$500K
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.49K+ 15.87% |
$520K - $523K
|
69.3K
$3.62M
|
|
Jan 28, 2021
Q4 2020
|
Bray Capital Advisors
|
BUY
|
- |
9.41K+ 10.04% |
$516K - $519K
|
103K
$5.39M
|
|
Feb 09, 2021
Q4 2020
|
Plancorp, LLC
|
BUY
|
- |
9.39KNew |
$514K - $518K
|
9.39K
$491K
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
9.36K+ 5.84% |
$513K - $516K
|
170K
$8.87M
|
|
Jan 07, 2021
Q4 2020
|
Martin Capital Partners, LLC
|
BUY
|
- |
9.31K+ 12.96% |
$510K - $514K
|
81.2K
$4.25M
|
|
Feb 12, 2021
Q4 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
9.2K+ 99.07% |
$504K - $508K
|
18.5K
$967K
|
|
Jan 26, 2021
Q4 2020
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9.15K+ 15.06% |
$501K - $505K
|
69.9K
$3.65M
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.95KNew |
$491K - $494K
|
8.95K
$468K
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.94K+ 24.72% |
$490K - $493K
|
45.1K
$2.36M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.93K+ 5.32% |
$489K - $493K
|
177K
$9.25M
|
|
Jan 19, 2021
Q4 2020
|
First United Bank & Trust
|
BUY
|
- |
8.87K+ 15.12% |
$486K - $489K
|
67.5K
$3.53M
|
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.72K+ 19.87% |
$478K - $481K
|
52.6K
$2.75M
|
|
Feb 08, 2021
Q4 2020
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.66K+ 2.74% |
$474K - $477K
|
325K
$17M
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.59KNew |
$471K - $474K
|
8.59K
$449K
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.41K+ 11.11% |
$461K - $464K
|
84.1K
$4.4M
|
|
Feb 03, 2021
Q4 2020
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.25KNew |
$452K - $455K
|
8.25K
$431K
|