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 12, 2020
Q3 2020
|
Wrapmanager Inc
|
BUY
|
- |
2.7K+ 8.43% |
$148K - $149K
|
34.7K
$1.79M
|
|
|
Nov 09, 2020
Q3 2020
|
Investment Partners, Ltd.
|
BUY
|
- |
2.67K+ 10.06% |
$146K - $147K
|
29.2K
$1.5M
|
|
|
Nov 05, 2020
Q3 2020
|
Thornburg Investment Management Inc
|
BUY
|
- |
2.66KNew |
$146K - $147K
|
2.66K
$137K
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.66K+ 2.94% |
$145K - $147K
|
93K
$4.8M
|
|
|
Oct 08, 2020
Q3 2020
|
Old Port Advisors
|
BUY
|
- |
2.66K+ 46.6% |
$145K - $146K
|
8.36K
$431K
|
|
|
Nov 10, 2020
Q3 2020
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.64K+ 62.16% |
$144K - $145K
|
6.88K
$355K
|
|
|
Nov 16, 2020
Q3 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.64K+ 10.83% |
$144K - $145K
|
27K
$1.39M
|
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62KNew |
$143K - $144K
|
2.62K
$135K
|
|
|
Nov 12, 2020
Q3 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.61K+ 54.23% |
$142K - $144K
|
7.41K
$382K
|
|
|
Nov 12, 2020
Q3 2020
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.57K+ 38.32% |
$141K - $142K
|
9.29K
$479K
|
|
|
Nov 13, 2020
Q3 2020
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.56K+ 26.46% |
$140K - $141K
|
12.2K
$630K
|
|
|
Nov 12, 2020
Q3 2020
|
Fortis Capital Management LLC
|
BUY
|
- |
2.54K+ 5.73% |
$139K - $140K
|
46.8K
$2.41M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.47K+ 1.47% |
$135K - $136K
|
170K
$8.78M
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
2.42K+ 20.41% |
$132K - $133K
|
14.3K
$736K
|
|
|
Nov 09, 2020
Q3 2020
|
American Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 8.15% |
$130K - $131K
|
31.6K
$1.63M
|
|
|
Nov 06, 2020
Q3 2020
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.38K+ 7.49% |
$130K - $131K
|
34.1K
$1.76M
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
2.3K+ 4.39% |
$126K - $127K
|
54.6K
$2.82M
|
|
|
Oct 27, 2020
Q3 2020
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.28K+ 49.46% |
$125K - $126K
|
6.89K
$355K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.27KNew |
$124K - $125K
|
2.27K
$117K
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
2.26K+ 35.44% |
$124K - $125K
|
8.65K
$446K
|
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
2.25K+ 1.45% |
$123K - $124K
|
157K
$8.1M
|
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
BUY
|
- |
2.25K+ 0.56% |
$123K - $124K
|
402K
$20.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.23K+ 1.48% |
$122K - $123K
|
153K
$7.9M
|
|
|
Nov 13, 2020
Q3 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.2K+ 5.55% |
$120K - $121K
|
41.9K
$2.16M
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.18K+ 1.56% |
$119K - $120K
|
142K
$7.3M
|
|
|
Dec 19, 2024
Q3 2020
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.1K+ 44.44% |
$115K - $116K
|
6.83K
$352K
|
|
|
Oct 05, 2020
Q3 2020
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.1K+ 13.38% |
$115K - $116K
|
17.8K
$917K
|
|
|
Nov 13, 2020
Q3 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.08K+ 1.42% |
$114K - $115K
|
148K
$7.65M
|
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 15.07% |
$113K - $114K
|
15.8K
$816K
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
2.06K+ 33.43% |
$112K - $113K
|
8.21K
$423K
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
BUY
|
- |
2.06K+ 27.92% |
$112K - $113K
|
9.42K
$486K
|
|
|
Oct 27, 2020
Q3 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.99K+ 2.06% |
$109K - $110K
|
98.7K
$5.09M
|
|
|
Nov 10, 2020
Q3 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 1.28% |
$109K - $109K
|
157K
$8.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.98K+ 8.62% |
$108K - $109K
|
25K
$1.29M
|
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
1.97K+ 1.84% |
$108K - $109K
|
109K
$5.62M
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.96K+ 9.67% |
$107K - $108K
|
22.2K
$1.15M
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.96K+ 261.71% |
$107K - $108K
|
2.7K
$139K
|
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.93K+ 3.24% |
$105K - $106K
|
61.3K
$3.16M
|
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.86K+ 615.89% |
$102K - $102K
|
2.16K
$111K
|
|
|
Oct 30, 2020
Q3 2020
|
Comerica Bank
|
BUY
|
- |
1.81K+ 7.86% |
$99K - $99.8K
|
24.9K
$1.28M
|
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 1.62% |
$97.6K - $98.3K
|
112K
$5.78M
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 46.03% |
$93.1K - $93.8K
|
5.4K
$278K
|
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
1.7K+ 1.92% |
$93.1K - $93.8K
|
90.2K
$4.65M
|
|
|
Nov 12, 2020
Q3 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 30.74% |
$85.2K - $85.8K
|
6.63K
$342K
|
|
|
Nov 17, 2020
Q3 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.55K+ 8.5% |
$84.9K - $85.5K
|
19.8K
$1.02M
|
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.51K+ 1892.5% |
$82.8K - $83.4K
|
1.59K
$82.2K
|
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.5K+ 27.51% |
$82.1K - $82.7K
|
6.96K
$359K
|
|
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
BUY
|
- |
1.47K+ 6.06% |
$80.1K - $80.7K
|
25.6K
$1.32M
|
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.45K+ 15.83% |
$79.1K - $79.7K
|
10.6K
$545K
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.41K+ 0.33% |
$77.3K - $77.8K
|
426K
$22M
|