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 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
39.5KNew |
$2.16M - $2.18M
|
39.5K
$2.04M
|
|
|
Nov 16, 2020
Q3 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
37.2K+ 416.78% |
$2.03M - $2.05M
|
46.1K
$2.38M
|
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
36.4K+ 31.4% |
$1.99M - $2M
|
152K
$7.85M
|
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.2K+ 31.55% |
$1.98M - $1.99M
|
151K
$7.78M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.6K+ 56.16% |
$1.95M - $1.96M
|
99K
$5.1M
|
|
|
Nov 05, 2020
Q3 2020
|
Lutz Financial Services LLC
|
BUY
|
- |
35K+ 10.74% |
$1.91M - $1.93M
|
361K
$18.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34.5K+ 3450.0% |
$1.89M - $1.9M
|
35.5K
$1.83M
|
|
|
Nov 16, 2020
Q3 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
34.2K+ 10.76% |
$1.87M - $1.89M
|
352K
$18.2M
|
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
34.1K+ 34.24% |
$1.87M - $1.88M
|
134K
$6.89M
|
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
33.4K+ 195.32% |
$1.83M - $1.84M
|
50.5K
$2.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33.4K+ 305.74% |
$1.82M - $1.84M
|
44.3K
$2.28M
|
|
|
Oct 20, 2020
Q3 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
32.1K+ 17.17% |
$1.76M - $1.77M
|
219K
$11.3M
|
|
|
Nov 10, 2020
Q3 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
31.3K+ 3.05% |
$1.71M - $1.72M
|
1.05M
$54.4M
|
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
31.1K+ 17.86% |
$1.7M - $1.71M
|
205K
$10.6M
|
|
|
Feb 03, 2021
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.8KNew |
$1.68M - $1.7M
|
30.8K
$1.59M
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
30.7K+ 21.43% |
$1.68M - $1.69M
|
174K
$8.95M
|
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30.4K+ 6.95% |
$1.66M - $1.68M
|
468K
$24.1M
|
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
30.2K+ 43.4% |
$1.65M - $1.67M
|
99.9K
$5.15M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.1K+ 40.15% |
$1.64M - $1.66M
|
105K
$5.41M
|
|
|
Nov 16, 2020
Q3 2020
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
29.5K+ 12.27% |
$1.62M - $1.63M
|
270K
$13.9M
|
|
|
Nov 05, 2020
Q3 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
29.2KNew |
$1.6M - $1.61M
|
29.2K
$1.51M
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
28.7K+ 2.88% |
$1.57M - $1.58M
|
1.02M
$52.8M
|
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
28.7KNew |
$1.57M - $1.58M
|
28.7K
$1.48M
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.6K+ 91.48% |
$1.56M - $1.57M
|
59.8K
$3.08M
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
28.5KNew |
$1.56M - $1.57M
|
28.5K
$1.47M
|
|
|
Nov 03, 2020
Q3 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
27.1K+ 1.46% |
$1.48M - $1.49M
|
1.88M
$96.9M
|
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
BUY
|
- |
27K+ 111.27% |
$1.48M - $1.49M
|
51.2K
$2.64M
|
|
|
Oct 06, 2020
Q3 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
26.7K+ 9.93% |
$1.46M - $1.47M
|
296K
$15.3M
|
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
26.2K+ 54.63% |
$1.43M - $1.44M
|
74.1K
$3.82M
|
|
|
Nov 16, 2020
Q3 2020
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25.4K+ 132.25% |
$1.39M - $1.4M
|
44.6K
$2.3M
|
|
|
Oct 29, 2020
Q3 2020
|
Next Capital Advisers, Inc.
|
BUY
|
- |
23.8K+ 25.76% |
$1.3M - $1.31M
|
116K
$5.98M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
23K+ 11.48% |
$1.26M - $1.27M
|
224K
$11.5M
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22.2K+ 7.01% |
$1.21M - $1.22M
|
338K
$17.4M
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
21.8K+ 28.15% |
$1.19M - $1.2M
|
99.3K
$5.12M
|
|
|
Nov 12, 2020
Q3 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
21.4K+ 33.14% |
$1.17M - $1.18M
|
86K
$4.43M
|
|
|
Oct 23, 2020
Q3 2020
|
Peoples Bank
|
BUY
|
- |
21K+ 22.62% |
$1.15M - $1.16M
|
114K
$5.88M
|
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
20.5K+ 16.55% |
$1.12M - $1.13M
|
144K
$7.43M
|
|
|
Nov 09, 2020
Q3 2020
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
20.4K+ 21.14% |
$1.12M - $1.12M
|
117K
$6.02M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 59.38% |
$1.09M - $1.1M
|
53.7K
$2.77M
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
19.7K+ 1474.53% |
$1.08M - $1.09M
|
21.1K
$1.09M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.3K+ 29.79% |
$1.06M - $1.07M
|
84.3K
$4.34M
|
|
|
Nov 09, 2020
Q3 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
19.3K+ 24.18% |
$1.06M - $1.06M
|
99.3K
$5.12M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19K+ 161.67% |
$1.04M - $1.05M
|
30.7K
$1.58M
|
|
|
Oct 13, 2020
Q3 2020
|
First United Bank & Trust
|
BUY
|
- |
18.5K+ 45.89% |
$1.01M - $1.02M
|
58.7K
$3.02M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18.2K+ 3.3% |
$993K - $1M
|
569K
$29.3M
|
|
|
Oct 26, 2020
Q3 2020
|
Calamos Wealth Management LLC
|
BUY
|
- |
18K+ 123.11% |
$987K - $994K
|
32.7K
$1.69M
|
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17.4K+ 9.89% |
$953K - $960K
|
194K
$9.98M
|
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
BUY
|
- |
17.1K+ 43.43% |
$935K - $942K
|
56.5K
$2.91M
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17.1K+ 38.61% |
$933K - $940K
|
61.3K
$3.16M
|
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
17K+ 16.23% |
$932K - $938K
|
122K
$6.29M
|