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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2020
Q3 2020
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9.68K+ 18.95% |
$529K - $533K
|
60.7K
$3.15M
|
|
|
Oct 14, 2020
Q3 2020
|
Norway Savings Bank
|
BUY
|
- |
9.49K+ 30.68% |
$519K - $523K
|
40.4K
$2.1M
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.14K+ 17.99% |
$500K - $504K
|
60K
$3.11M
|
|
|
Oct 29, 2020
Q3 2020
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.06K+ 2.95% |
$496K - $499K
|
316K
$16.4M
|
|
|
Oct 19, 2020
Q3 2020
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.83K+ 12.48% |
$483K - $486K
|
79.6K
$4.13M
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.57K+ 14.61% |
$469K - $472K
|
67.2K
$3.49M
|
|
|
Oct 30, 2020
Q3 2020
|
Bray Capital Advisors
|
BUY
|
- |
8.5K+ 9.97% |
$465K - $468K
|
93.7K
$4.86M
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.48K+ 37.09% |
$464K - $467K
|
31.3K
$1.63M
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.3KNew |
$454K - $457K
|
8.3K
$430K
|
|
|
Nov 09, 2020
Q3 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.26K+ 7.11% |
$451K - $455K
|
124K
$6.45M
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
8.21K+ 44.99% |
$449K - $452K
|
26.4K
$1.37M
|
|
|
Nov 12, 2020
Q3 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8.09K+ 46.33% |
$442K - $446K
|
25.6K
$1.33M
|
|
|
Oct 19, 2020
Q3 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
8.02K+ 7.32% |
$439K - $442K
|
118K
$6.1M
|
|
|
Nov 10, 2020
Q3 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
7.88K+ 4.51% |
$431K - $434K
|
183K
$9.48M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.82K+ 55.77% |
$428K - $431K
|
21.9K
$1.13M
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.81KNew |
$427K - $430K
|
7.81K
$405K
|
|
|
Oct 29, 2020
Q3 2020
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.55K+ 2.97% |
$413K - $416K
|
262K
$13.6M
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.49K+ 81.8% |
$410K - $413K
|
16.6K
$864K
|
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 50.12% |
$406K - $409K
|
22.3K
$1.16M
|
|
|
Nov 16, 2020
Q3 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7.39KNew |
$404K - $407K
|
7.39K
$383K
|
|
|
Nov 16, 2020
Q3 2020
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.34KNew |
$401K - $404K
|
7.34K
$381K
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.33K+ 200.93% |
$401K - $404K
|
11K
$570K
|
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.25K+ 41.39% |
$396K - $399K
|
24.8K
$1.28M
|
|
|
Nov 13, 2020
Q3 2020
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.22K+ 30.65% |
$395K - $398K
|
30.8K
$1.6M
|
|
|
Nov 10, 2020
Q3 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.14K+ 8.8% |
$390K - $393K
|
88.2K
$4.58M
|
|
|
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.03K+ 106.26% |
$385K - $387K
|
13.7K
$708K
|
|
|
Oct 23, 2020
Q3 2020
|
Monument Capital Management
|
BUY
|
- |
6.96K+ 19.82% |
$381K - $384K
|
42.1K
$2.18M
|
|
|
Nov 09, 2020
Q3 2020
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6.81K+ 9.6% |
$372K - $375K
|
77.7K
$4.03M
|
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.75K+ 21.41% |
$369K - $372K
|
38.3K
$1.99M
|
|
|
Oct 19, 2020
Q3 2020
|
Pds Planning, Inc
|
BUY
|
- |
6.74K+ 7.43% |
$369K - $371K
|
97.4K
$5.06M
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.74KNew |
$369K - $371K
|
6.74K
$350K
|
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.72K+ 10.81% |
$368K - $370K
|
68.9K
$3.57M
|
|
|
Nov 05, 2020
Q3 2020
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.57KNew |
$359K - $362K
|
6.57K
$341K
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.45K+ 8.46% |
$353K - $355K
|
82.7K
$4.29M
|
|
|
Nov 10, 2020
Q3 2020
|
Td Asset Management Inc
|
BUY
|
- |
6.3K+ 2.59% |
$345K - $347K
|
250K
$13M
|
|
|
Oct 23, 2020
Q3 2020
|
New Potomac Partners, LLC
|
BUY
|
- |
6.28K+ 16.76% |
$343K - $346K
|
43.7K
$2.27M
|
|
|
Nov 05, 2021
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
6.26K+ 0.14% |
$343K - $345K
|
4.39M
$228M
|
|
|
Oct 14, 2020
Q3 2020
|
Aries Wealth Management
|
BUY
|
- |
6.24K+ 8.57% |
$341K - $344K
|
79K
$4.1M
|
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.16K+ 20.52% |
$337K - $339K
|
36.2K
$1.88M
|
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.1K+ 28.77% |
$334K - $336K
|
27.3K
$1.42M
|
|
|
Oct 13, 2020
Q3 2020
|
Hollencrest Capital Management
|
BUY
|
- |
5.8K+ 4.48% |
$317K - $320K
|
135K
$7.02M
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
5.77K+ 4.51% |
$316K - $318K
|
134K
$6.93M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
5.54K+ 5.18% |
$303K - $305K
|
112K
$5.83M
|
|
|
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
BUY
|
- |
5.5K+ 2.72% |
$301K - $303K
|
208K
$10.8M
|
|
|
Nov 12, 2020
Q3 2020
|
Berkshire Bank
|
BUY
|
- |
5.46KNew |
$298K - $301K
|
5.46K
$283K
|
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.37K+ 61.02% |
$294K - $296K
|
14.2K
$735K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.27K+ 4.1% |
$288K - $290K
|
134K
$6.93M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.16K+ 12.61% |
$282K - $284K
|
46.1K
$2.39M
|
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.09K+ 14.26% |
$278K - $280K
|
40.8K
$2.12M
|
|
|
Nov 13, 2020
Q3 2020
|
Rmr Wealth Builders
|
BUY
|
- |
5.08KNew |
$278K - $280K
|
5.08K
$264K
|