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
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-526- 5.12% |
$28.8K - $29K
|
9.74K
$502K
|
|
|
Nov 13, 2020
Q3 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-568- 7.78% |
$31.1K - $31.3K
|
6.74K
$347K
|
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-600- 50.0% |
$32.8K - $33.1K
|
600
$30.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-663- 0.22% |
$36.3K - $36.5K
|
305K
$15.7M
|
|
|
Nov 16, 2020
Q3 2020
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-672- 5.08% |
$36.8K - $37K
|
12.6K
$648K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-743- 2.79% |
$40.6K - $40.9K
|
25.9K
$1.33M
|
|
|
Oct 29, 2020
Q3 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-800- 9.35% |
$43.8K - $44.1K
|
7.76K
$400K
|
|
|
Oct 09, 2020
Q3 2020
|
Windsor Capital Management, LLC
|
SELL
|
- |
-825- 11.93% |
$45.1K - $45.4K
|
6.09K
$314K
|
|
|
Oct 27, 2020
Q3 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-829- 3.94% |
$45.3K - $45.7K
|
20.2K
$1.04M
|
|
|
Nov 16, 2020
Q3 2020
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-855- 1.61% |
$46.8K - $47.1K
|
52.4K
$2.7M
|
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-894- 6.22% |
$48.9K - $49.3K
|
13.5K
$695K
|
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-950- 5.29% |
$52K - $52.3K
|
17K
$877K
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-976- 4.41% |
$53.4K - $53.8K
|
21.1K
$1.09M
|
|
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-981- 33.39% |
$53.7K - $54K
|
1.96K
$101K
|
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1K- 0.63% |
$54.7K - $55.1K
|
157K
$8.07M
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 2.4% |
$54.7K - $55.1K
|
40.7K
$2.1M
|
|
|
Oct 01, 2020
Q3 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-1K- 10.0% |
$54.7K - $55.1K
|
9K
$464K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 9.47% |
$56.5K - $57K
|
9.89K
$510K
|
|
|
Oct 21, 2020
Q3 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.04K- 5.0% |
$56.8K - $57.2K
|
19.7K
$1.02M
|
|
|
Nov 16, 2020
Q3 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.05K- 3.11% |
$57.2K - $57.6K
|
32.6K
$1.68M
|
|
|
Oct 15, 2020
Q3 2020
|
Arden Trust CO
|
SELL
|
- |
-1.06K- 5.56% |
$57.8K - $58.2K
|
18K
$925K
|
|
|
Nov 12, 2020
Q3 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.08K- 19.46% |
$58.8K - $59.2K
|
4.45K
$229K
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 0.85% |
$59.2K - $59.6K
|
126K
$6.49M
|
|
|
Nov 02, 2020
Q3 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.1K- 5.78% |
$60.2K - $60.6K
|
17.9K
$925K
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 7.78% |
$60.2K - $60.7K
|
13.1K
$673K
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.15K- 17.34% |
$62.8K - $63.3K
|
5.48K
$282K
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-1.15K- 4.58% |
$62.9K - $63.4K
|
23.9K
$1.23M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.17KClosed |
$63.9K - $64.3K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.17K- 1.18% |
$64.1K - $64.6K
|
98.1K
$5.06M
|
|
|
Nov 10, 2020
Q3 2020
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.18K- 7.29% |
$64.7K - $65.2K
|
15K
$775K
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.21K- 6.94% |
$66K - $66.4K
|
16.2K
$833K
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.26K- 0.86% |
$69.1K - $69.6K
|
146K
$7.55M
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.27KClosed |
$69.6K - $70.1K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.33K- 4.18% |
$73K - $73.5K
|
30.6K
$1.58M
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-1.34K- 7.85% |
$73.3K - $73.8K
|
15.7K
$811K
|
|
|
Nov 30, 2020
Q3 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.5K- 2.55% |
$82K - $82.6K
|
57.2K
$2.95M
|
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.56K- 2.38% |
$85.3K - $85.9K
|
64K
$3.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.6K- 11.88% |
$87.6K - $88.3K
|
11.9K
$612K
|
|
|
Oct 16, 2020
Q3 2020
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.63K- 11.51% |
$89.1K - $89.8K
|
12.5K
$646K
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.63K- 4.08% |
$89.3K - $90K
|
38.4K
$1.98M
|
|
|
Nov 12, 2020
Q3 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 12.9% |
$91.5K - $92.2K
|
11.3K
$582K
|
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
SELL
|
- |
-1.69K- 12.27% |
$92.5K - $93.2K
|
12.1K
$623K
|
|
|
Nov 16, 2020
Q3 2020
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.7K- 9.03% |
$93K - $93.7K
|
17.1K
$883K
|
|
|
Oct 07, 2020
Q3 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.78K- 3.72% |
$97.3K - $98K
|
46.1K
$2.38M
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.87K- 71.43% |
$102K - $103K
|
747
$38.5K
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$105K - $106K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.93K- 1.74% |
$105K - $106K
|
109K
$5.61M
|
|
|
Oct 20, 2020
Q3 2020
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.93K- 33.36% |
$106K - $106K
|
3.86K
$199K
|
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 9.02% |
$116K - $117K
|
21.4K
$1.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.22K- 27.22% |
$121K - $122K
|
5.94K
$306K
|