Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-41- 2.67% |
$2.24K - $2.26K
|
1.49K
$77K
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45- 0.03% |
$2.46K - $2.48K
|
133K
$6.87M
|
|
Nov 12, 2020
Q3 2020
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-66- 94.29% |
$3.61K - $3.64K
|
4
$206
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-68- 0.91% |
$3.72K - $3.75K
|
7.37K
$380K
|
|
Oct 21, 2020
Q3 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-70- 0.2% |
$3.83K - $3.86K
|
34.9K
$1.8M
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$4.1K - $4.13K
|
0
$0
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85- 0.01% |
$4.65K - $4.68K
|
695K
$35.8M
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-86- 1.43% |
$4.7K - $4.74K
|
5.91K
$305K
|
|
Oct 06, 2020
Q3 2020
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-90- 0.04% |
$4.92K - $4.96K
|
203K
$10.5M
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-90- 6.86% |
$4.92K - $4.96K
|
1.22K
$63K
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-93- 1.84% |
$5.09K - $5.12K
|
4.96K
$256K
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-99- 0.26% |
$5.41K - $5.45K
|
37.8K
$1.95M
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-101- 2.35% |
$5.52K - $5.56K
|
4.21K
$217K
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106Closed |
$5.8K - $5.84K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-110- 1.28% |
$6.02K - $6.06K
|
8.49K
$438K
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-125- 1.5% |
$6.84K - $6.89K
|
8.19K
$422K
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-132Closed |
$7.22K - $7.27K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-137- 1.02% |
$7.49K - $7.55K
|
13.3K
$684K
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-138- 34.94% |
$7.55K - $7.6K
|
257
$13.2K
|
|
Oct 28, 2020
Q3 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 1.41% |
$8.2K - $8.26K
|
10.5K
$540K
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 5.3% |
$8.2K - $8.26K
|
2.68K
$138K
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-151- 29.67% |
$8.26K - $8.32K
|
358
$18.5K
|
|
Oct 08, 2020
Q3 2020
|
Bay Rivers Group
|
SELL
|
- |
-158- 1.93% |
$8.64K - $8.7K
|
8.02K
$413K
|
|
Nov 12, 2020
Q3 2020
|
Baldrige Asset Management LLC
|
SELL
|
- |
-160- 1.74% |
$8.75K - $8.81K
|
9.06K
$467K
|
|
Nov 13, 2020
Q3 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-173- 2.48% |
$9.46K - $9.53K
|
6.79K
$350K
|
|
Oct 21, 2020
Q3 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-192- 4.87% |
$10.5K - $10.6K
|
3.75K
$193K
|
|
Oct 26, 2020
Q3 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-200- 1.87% |
$10.9K - $11K
|
10.5K
$541K
|
|
Oct 20, 2020
Q3 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 4.19% |
$10.9K - $11K
|
4.57K
$236K
|
|
Nov 16, 2020
Q3 2020
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-200- 2.98% |
$10.9K - $11K
|
6.52K
$336K
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-201- 0.58% |
$11K - $11.1K
|
34.4K
$1.77M
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-234- 18.84% |
$12.8K - $12.9K
|
1.01K
$52K
|
|
Oct 16, 2020
Q3 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-235- 0.53% |
$12.9K - $12.9K
|
44K
$2.27M
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-256- 3.3% |
$14K - $14.1K
|
7.49K
$386K
|
|
Nov 10, 2020
Q3 2020
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-269- 3.45% |
$14.7K - $14.8K
|
7.52K
$387K
|
|
Oct 20, 2020
Q3 2020
|
Abbrea Capital, LLC
|
SELL
|
- |
-300- 0.22% |
$16.4K - $16.5K
|
134K
$6.9M
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-346Closed |
$18.9K - $19.1K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-348- 1.73% |
$19K - $19.2K
|
19.8K
$1.02M
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-390Closed |
$21.3K - $21.5K
|
0
$0
|
|
Jun 11, 2021
Q3 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-414- 0.93% |
$22.6K - $22.8K
|
43.9K
$2.26M
|
|
Nov 02, 2020
Q3 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-415Closed |
$22.7K - $22.9K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-431- 5.35% |
$23.6K - $23.7K
|
7.63K
$393K
|
|
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-449- 1.01% |
$24.6K - $24.7K
|
44.1K
$2.27M
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-472- 5.6% |
$25.8K - $26K
|
7.95K
$410K
|
|
Nov 07, 2023
Q3 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-474- 2.42% |
$25.9K - $26.1K
|
19.1K
$987K
|
|
Nov 05, 2020
Q3 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-480- 4.41% |
$26.3K - $26.4K
|
10.4K
$536K
|
|
Oct 16, 2020
Q3 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-481- 1.68% |
$26.3K - $26.5K
|
28.1K
$1.45M
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-485Closed |
$26.5K - $26.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-494- 11.49% |
$27K - $27.2K
|
3.81K
$196K
|
|
Nov 03, 2020
Q3 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-520- 3.24% |
$28.4K - $28.6K
|
15.5K
$801K
|
|
Dec 01, 2022
Q3 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-520- 3.24% |
$28.4K - $28.6K
|
15.5K
$801K
|