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 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.24K- 27.98% |
$123K - $124K
|
5.77K
$298K
|
|
Oct 29, 2020
Q3 2020
|
Old National Bancorp
|
SELL
|
- |
-2.32K- 11.2% |
$127K - $128K
|
18.4K
$949K
|
|
Oct 26, 2020
Q3 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.34K- 9.07% |
$128K - $129K
|
23.4K
$1.21M
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-2.67K- 4.42% |
$146K - $147K
|
57.7K
$2.97M
|
|
Oct 30, 2020
Q3 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.68K- 92.57% |
$146K - $148K
|
215
$11.1K
|
|
Nov 03, 2020
Q3 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.73K- 20.18% |
$149K - $150K
|
10.8K
$556K
|
|
Nov 09, 2020
Q3 2020
|
Courier Capital LLC
|
SELL
|
- |
-2.89K- 4.52% |
$158K - $159K
|
61.1K
$3.15M
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.97K- 26.77% |
$162K - $164K
|
8.12K
$418K
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
SELL
|
- |
-2.98K- 5.26% |
$163K - $164K
|
53.7K
$2.77M
|
|
Oct 30, 2020
Q3 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.02K- 42.0% |
$165K - $166K
|
4.17K
$215K
|
|
Nov 12, 2020
Q3 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.15K- 1.97% |
$172K - $174K
|
157K
$8.09M
|
|
Oct 08, 2020
Q3 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.36K- 3.93% |
$184K - $185K
|
82.2K
$4.24M
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.56K- 1.47% |
$195K - $196K
|
239K
$12.3M
|
|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.8KClosed |
$208K - $209K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.01K- 2.05% |
$219K - $221K
|
192K
$9.89M
|
|
Oct 02, 2020
Q3 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.02KClosed |
$220K - $221K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-4.09KClosed |
$224K - $225K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.22KClosed |
$231K - $233K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.25K- 46.33% |
$232K - $234K
|
4.92K
$254K
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.31K- 12.43% |
$235K - $237K
|
30.3K
$1.56M
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.38KClosed |
$239K - $241K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.45KClosed |
$243K - $245K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.5K- 9.35% |
$246K - $248K
|
43.6K
$2.24M
|
|
Nov 16, 2020
Q3 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.5K- 2.69% |
$246K - $248K
|
163K
$8.4M
|
|
Nov 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.52K- 36.4% |
$247K - $249K
|
7.89K
$407K
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.62KClosed |
$253K - $255K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.66KClosed |
$255K - $256K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.81KClosed |
$263K - $265K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.94K- 5.98% |
$270K - $272K
|
77.6K
$4M
|
|
Nov 10, 2020
Q3 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5K- 12.19% |
$273K - $275K
|
36K
$1.86M
|
|
Nov 05, 2020
Q3 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-5.05K- 33.09% |
$276K - $278K
|
10.2K
$526K
|
|
Nov 02, 2020
Q3 2020
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.15KClosed |
$282K - $284K
|
0
$0
|
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.23KClosed |
$286K - $288K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.28K- 15.45% |
$289K - $291K
|
28.9K
$1.49M
|
|
Nov 05, 2020
Q3 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.38KClosed |
$294K - $296K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.44KClosed |
$297K - $299K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
360 Financial, Inc.
|
SELL
|
- |
-5.86K- 26.56% |
$320K - $323K
|
16.2K
$835K
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-6.5K- 5.16% |
$355K - $358K
|
119K
$6.16M
|
|
Nov 10, 2020
Q3 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-6.68K- 12.68% |
$366K - $368K
|
46K
$2.37M
|
|
Nov 12, 2020
Q3 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.79K- 11.93% |
$371K - $374K
|
50.1K
$2.58M
|
|
Oct 07, 2020
Q3 2020
|
Kwmg, LLC
|
SELL
|
- |
-6.85K- 2.76% |
$374K - $377K
|
241K
$12.4M
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.03K- 16.69% |
$384K - $387K
|
35.1K
$1.81M
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-7.46K- 3.51% |
$408K - $411K
|
205K
$10.6M
|
|
Nov 12, 2020
Q3 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.7K- 4.13% |
$421K - $424K
|
179K
$9.22M
|
|
Oct 22, 2020
Q3 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.26K- 23.35% |
$452K - $455K
|
27.1K
$1.4M
|
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8.37K- 2.37% |
$458K - $461K
|
345K
$17.8M
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-8.49K- 21.91% |
$464K - $467K
|
30.2K
$1.56M
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.59K- 67.19% |
$470K - $473K
|
4.2K
$216K
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.07K- 87.65% |
$496K - $500K
|
1.28K
$65.9K
|
|
Nov 13, 2020
Q3 2020
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-9.1K- 14.71% |
$497K - $501K
|
52.7K
$2.72M
|