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 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.11K- 17.21% |
$498K - $502K
|
43.8K
$2.27M
|
|
|
Nov 16, 2020
Q3 2020
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-9.28KClosed |
$507K - $511K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-9.47K- 43.32% |
$518K - $522K
|
12.4K
$643K
|
|
|
Nov 09, 2020
Q3 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.6KClosed |
$525K - $529K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.62K- 53.0% |
$526K - $530K
|
8.53K
$443K
|
|
|
Nov 02, 2020
Q3 2020
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-9.76K- 4.38% |
$534K - $538K
|
213K
$11M
|
|
|
Oct 23, 2020
Q3 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.78KClosed |
$535K - $539K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-9.86K- 3.63% |
$539K - $543K
|
261K
$13.6M
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.86K- 7.95% |
$539K - $543K
|
114K
$5.92M
|
|
|
Nov 13, 2020
Q3 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.9K- 3.21% |
$541K - $545K
|
299K
$15.5M
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-10.1K- 97.6% |
$553K - $557K
|
249
$12.9K
|
|
|
Oct 20, 2020
Q3 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-10.1K- 59.76% |
$553K - $557K
|
6.81K
$353K
|
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.3K- 69.47% |
$563K - $567K
|
4.52K
$235K
|
|
|
Nov 02, 2020
Q3 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-10.5K- 25.32% |
$574K - $578K
|
31K
$1.61M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.5K- 12.22% |
$575K - $579K
|
75.6K
$3.92M
|
|
|
Oct 29, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.6KClosed |
$636K - $640K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-12.1K- 42.92% |
$663K - $668K
|
16.1K
$836K
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.3KClosed |
$673K - $677K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.7K- 20.12% |
$693K - $698K
|
50.3K
$2.61M
|
|
|
Oct 23, 2020
Q3 2020
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-13K- 50.04% |
$713K - $718K
|
13K
$675K
|
|
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-14.3KClosed |
$781K - $787K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Annex Advisory Services, LLC
|
SELL
|
- |
-14.4KClosed |
$788K - $793K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.6K- 40.1% |
$800K - $806K
|
21.9K
$1.13M
|
|
|
Nov 12, 2020
Q3 2020
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-14.9KClosed |
$814K - $820K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 9.79% |
$900K - $907K
|
152K
$7.87M
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-16.6K- 58.02% |
$909K - $915K
|
12K
$624K
|
|
|
Oct 21, 2020
Q3 2020
|
Capital City Trust CO
|
SELL
|
- |
-16.6K- 12.76% |
$910K - $917K
|
114K
$5.91M
|
|
|
Nov 02, 2020
Q3 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-17.1K- 23.58% |
$935K - $941K
|
55.4K
$2.87M
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-17.6K- 12.93% |
$962K - $969K
|
119K
$6.15M
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-17.7KClosed |
$966K - $973K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18.1K- 20.84% |
$989K - $997K
|
68.7K
$3.57M
|
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.6K- 49.53% |
$1.13M - $1.13M
|
21K
$1.09M
|
|
|
Oct 26, 2020
Q3 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-21.7K- 21.09% |
$1.19M - $1.2M
|
81.3K
$4.22M
|
|
|
Oct 28, 2020
Q3 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-23.7KClosed |
$1.3M - $1.31M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.9K- 4.19% |
$1.36M - $1.37M
|
569K
$29.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.7K- 4.77% |
$1.41M - $1.42M
|
514K
$26.6M
|
|
|
Nov 12, 2020
Q3 2020
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-26.3K- 3.78% |
$1.44M - $1.45M
|
668K
$34.7M
|
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-26.6K- 22.53% |
$1.45M - $1.46M
|
91.3K
$4.74M
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26.6K- 46.75% |
$1.46M - $1.47M
|
30.3K
$1.57M
|
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.9KClosed |
$1.52M - $1.53M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-28.3K- 12.95% |
$1.55M - $1.56M
|
190K
$9.86M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-28.5K- 4.96% |
$1.56M - $1.57M
|
546K
$28.4M
|
|
|
Nov 04, 2020
Q3 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-44.1K- 29.86% |
$2.41M - $2.43M
|
104K
$5.38M
|
|
|
Oct 30, 2020
Q3 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-45KClosed |
$2.46M - $2.48M
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.1K- 59.71% |
$2.46M - $2.48M
|
30.4K
$1.58M
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-49.6K- 58.15% |
$2.71M - $2.73M
|
35.7K
$1.85M
|
|
|
Nov 16, 2020
Q3 2020
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
SELL
|
- |
-55.2KClosed |
$3.02M - $3.04M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-56.1K- 3.24% |
$3.07M - $3.09M
|
1.68M
$87M
|
|
|
Nov 16, 2020
Q3 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-56.5K- 13.48% |
$3.09M - $3.11M
|
363K
$18.8M
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-60.5K- 15.82% |
$3.31M - $3.33M
|
322K
$16.7M
|