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 16, 2020
Q3 2020
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
5.06K+ 6.14% |
$277K - $279K
|
87.5K
$4.56M
|
|
|
Oct 21, 2020
Q3 2020
|
Private Capital Management LLC
|
BUY
|
- |
5.06KNew |
$277K - $279K
|
5.06K
$263K
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.95K+ 28.94% |
$270K - $272K
|
22K
$1.15M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.94K+ 5.29% |
$270K - $272K
|
98.4K
$5.12M
|
|
|
Nov 09, 2020
Q3 2020
|
Wealth Architects, LLC
|
BUY
|
- |
4.93KNew |
$269K - $271K
|
4.93K
$256K
|
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
BUY
|
- |
4.88K+ 0.99% |
$267K - $269K
|
498K
$25.9M
|
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.85K+ 7.64% |
$265K - $267K
|
68.3K
$3.56M
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.79K+ 15.76% |
$262K - $264K
|
35.2K
$1.83M
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
4.75K+ 14.08% |
$260K - $262K
|
38.5K
$2M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.71K+ 4.42% |
$257K - $259K
|
111K
$5.8M
|
|
|
Nov 12, 2020
Q3 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.68KNew |
$256K - $258K
|
4.68K
$244K
|
|
|
Feb 20, 2025
Q3 2020
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.61KNew |
$252K - $254K
|
4.61K
$240K
|
|
|
Nov 06, 2020
Q3 2020
|
Fusion Capital, LLC
|
BUY
|
- |
4.51KNew |
$247K - $249K
|
4.51K
$235K
|
|
|
Oct 20, 2020
Q3 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.43K+ 4.7% |
$242K - $244K
|
98.7K
$5.14M
|
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.19K+ 15.91% |
$229K - $231K
|
30.5K
$1.59M
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.18K+ 54.29% |
$229K - $230K
|
11.9K
$619K
|
|
|
Nov 04, 2020
Q3 2020
|
Horan Securities, Inc.
|
BUY
|
- |
4.18K+ 113.68% |
$229K - $230K
|
7.86K
$409K
|
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.12KNew |
$225K - $227K
|
4.12K
$214K
|
|
|
Nov 10, 2020
Q3 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.1KNew |
$224K - $226K
|
4.1K
$214K
|
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.05K+ 2.52% |
$221K - $223K
|
165K
$8.57M
|
|
|
Nov 04, 2020
Q3 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
4.04K+ 101.0% |
$221K - $223K
|
8.05K
$419K
|
|
|
Nov 16, 2020
Q3 2020
|
First City Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$221K - $222K
|
4.04K
$210K
|
|
|
Nov 12, 2020
Q3 2020
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.02K+ 86.97% |
$220K - $221K
|
8.64K
$450K
|
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.97K+ 36.63% |
$217K - $218K
|
14.8K
$770K
|
|
|
Nov 13, 2020
Q3 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.96K+ 3.36% |
$217K - $218K
|
122K
$6.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$215K - $217K
|
3.94K
$205K
|
|
|
Nov 05, 2020
Q3 2020
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.93K+ 5.19% |
$215K - $217K
|
79.8K
$4.15M
|
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.93K+ 16.03% |
$215K - $217K
|
28.5K
$1.48M
|
|
|
Nov 06, 2020
Q3 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.9K+ 5.0% |
$213K - $215K
|
81.8K
$4.26M
|
|
|
Nov 04, 2020
Q3 2020
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
3.88KNew |
$212K - $214K
|
3.88K
$202K
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.85K+ 92.86% |
$210K - $212K
|
7.99K
$416K
|
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.78KNew |
$207K - $208K
|
3.78K
$197K
|
|
|
Oct 08, 2020
Q3 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.77K+ 43.18% |
$206K - $208K
|
12.5K
$650K
|
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.62K+ 31.46% |
$198K - $199K
|
15.1K
$788K
|
|
|
Oct 14, 2020
Q3 2020
|
Fullen Financial Group
|
BUY
|
- |
3.55K+ 1.61% |
$194K - $195K
|
223K
$11.6M
|
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.53K+ 9.63% |
$193K - $195K
|
40.2K
$2.09M
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.53K+ 38.29% |
$193K - $195K
|
12.8K
$664K
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.53K+ 43.93% |
$193K - $194K
|
11.6K
$602K
|
|
|
Oct 15, 2020
Q3 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.42K+ 3.3% |
$187K - $189K
|
107K
$5.58M
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.42K+ 21.99% |
$187K - $188K
|
18.9K
$986K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
3.34K+ 8.97% |
$183K - $184K
|
40.6K
$2.11M
|
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
3.2K+ 1.49% |
$175K - $176K
|
217K
$11.3M
|
|
|
Nov 12, 2020
Q3 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$164K - $165K
|
3K
$156K
|
|
|
Nov 10, 2020
Q3 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.95K+ 1.88% |
$161K - $163K
|
160K
$8.35M
|
|
|
Nov 13, 2020
Q3 2020
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.94K+ 0.55% |
$161K - $162K
|
542K
$28.2M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
2.91K+ 2.34% |
$159K - $160K
|
127K
$6.63M
|
|
|
Oct 20, 2020
Q3 2020
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.88K+ 48.9% |
$158K - $159K
|
8.77K
$457K
|
|
|
Oct 26, 2020
Q3 2020
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.88KNew |
$157K - $158K
|
2.88K
$150K
|
|
|
Nov 16, 2020
Q3 2020
|
Founders Financial Securities LLC
|
BUY
|
- |
2.83K+ 18.81% |
$155K - $156K
|
17.9K
$932K
|
|
|
Oct 09, 2020
Q3 2020
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.8K+ 9.1% |
$153K - $154K
|
33.6K
$1.75M
|