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 07, 2020
Q3 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 101.32% |
$920K - $926K
|
33.4K
$1.73M
|
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.7K+ 3.62% |
$913K - $919K
|
478K
$24.8M
|
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16.6K+ 115.4% |
$910K - $916K
|
31K
$1.61M
|
|
|
Oct 16, 2020
Q3 2020
|
Bellecapital International Ltd.
|
BUY
|
- |
16.6K+ 55.54% |
$906K - $912K
|
46.4K
$2.41M
|
|
|
Oct 22, 2020
Q3 2020
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
16.5K+ 195.38% |
$903K - $910K
|
25K
$1.3M
|
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
16.5K+ 7.2% |
$900K - $907K
|
245K
$12.7M
|
|
|
Nov 05, 2020
Q3 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
16.4K+ 197.12% |
$897K - $903K
|
24.7K
$1.28M
|
|
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
BUY
|
- |
15.9K+ 9.86% |
$869K - $875K
|
177K
$9.18M
|
|
|
Nov 17, 2020
Q3 2020
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.8K+ 107.5% |
$865K - $871K
|
30.5K
$1.58M
|
|
|
Nov 10, 2020
Q3 2020
|
Bailard, Inc.
|
BUY
|
- |
15.1K+ 38.42% |
$826K - $833K
|
54.4K
$2.82M
|
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 22.19% |
$822K - $828K
|
82.8K
$4.29M
|
|
|
Nov 02, 2021
Q3 2020
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
14.9KNew |
$814K - $820K
|
14.9K
$772K
|
|
|
Nov 02, 2020
Q3 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$802K - $807K
|
14.7K
$761K
|
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.6K+ 27.61% |
$797K - $803K
|
67.3K
$3.49M
|
|
|
Oct 15, 2020
Q3 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
14.5K+ 34.02% |
$795K - $801K
|
57.3K
$2.97M
|
|
|
Oct 13, 2020
Q3 2020
|
Beacon Financial Group
|
BUY
|
- |
14.2K+ 6.7% |
$777K - $783K
|
226K
$11.7M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14K+ 155.66% |
$765K - $771K
|
23K
$1.19M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
13.6K+ 23.02% |
$746K - $751K
|
72.9K
$3.78M
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
13.5K+ 5420.88% |
$738K - $744K
|
13.7K
$713K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 158.21% |
$738K - $744K
|
22K
$1.14M
|
|
|
Nov 05, 2020
Q3 2020
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.3K+ 1.64% |
$726K - $731K
|
823K
$42.7M
|
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.1K+ 30.76% |
$718K - $723K
|
55.8K
$2.9M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Trust CO
|
BUY
|
- |
13.1KNew |
$716K - $721K
|
13.1K
$679K
|
|
|
Oct 27, 2020
Q3 2020
|
Plimoth Trust CO LLC
|
BUY
|
- |
13K+ 20.41% |
$710K - $715K
|
76.6K
$3.98M
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
12.6K+ 11.23% |
$690K - $695K
|
125K
$6.49M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 6.56% |
$688K - $693K
|
204K
$10.6M
|
|
|
Nov 02, 2020
Q3 2020
|
Excalibur Management Corp
|
BUY
|
- |
12.5KNew |
$684K - $689K
|
12.5K
$649K
|
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.3K+ 35.0% |
$675K - $680K
|
47.6K
$2.47M
|
|
|
Nov 10, 2020
Q3 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
12.2KNew |
$668K - $673K
|
12.2K
$634K
|
|
|
Oct 29, 2020
Q3 2020
|
Ntv Asset Management LLC
|
BUY
|
- |
12.1K+ 5.5% |
$663K - $668K
|
233K
$12.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Covington Capital Management
|
BUY
|
- |
11.8K+ 16.55% |
$645K - $650K
|
83K
$4.31M
|
|
|
Nov 02, 2020
Q3 2020
|
Graypoint LLC
|
BUY
|
- |
11.8KNew |
$645K - $649K
|
11.8K
$612K
|
|
|
Nov 03, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6KNew |
$636K - $640K
|
11.6K
$603K
|
|
|
Oct 13, 2020
Q3 2020
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.6K+ 13.09% |
$635K - $640K
|
100K
$5.21M
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.6K+ 23.68% |
$635K - $639K
|
60.6K
$3.15M
|
|
|
Nov 16, 2020
Q3 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.6K+ 68.82% |
$633K - $637K
|
28.4K
$1.47M
|
|
|
Nov 06, 2020
Q3 2020
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
11.4K+ 30.18% |
$622K - $626K
|
49K
$2.54M
|
|
|
Nov 13, 2020
Q3 2020
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11.3K+ 2.41% |
$620K - $625K
|
483K
$25M
|
|
|
Nov 16, 2020
Q3 2020
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11.2KNew |
$615K - $619K
|
11.2K
$583K
|
|
|
Nov 25, 2020
Q3 2020
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
11.2K+ 23.03% |
$612K - $617K
|
59.8K
$3.1M
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 28.56% |
$583K - $587K
|
48K
$2.49M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 27.75% |
$582K - $586K
|
49K
$2.54M
|
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 47.92% |
$573K - $577K
|
32.3K
$1.68M
|
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 66.86% |
$567K - $572K
|
25.9K
$1.34M
|
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 12.87% |
$561K - $565K
|
90K
$4.67M
|
|
|
Oct 02, 2020
Q3 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
10.1K+ 6.32% |
$550K - $554K
|
169K
$8.77M
|
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.93K+ 124.43% |
$543K - $547K
|
17.9K
$930K
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
9.9K+ 124.72% |
$541K - $545K
|
17.8K
$926K
|
|
|
Nov 05, 2020
Q3 2020
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
9.88KNew |
$540K - $544K
|
9.88K
$512K
|
|
|
Oct 15, 2020
Q3 2020
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.72K+ 2.3% |
$532K - $536K
|
432K
$22.4M
|