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 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.41K+ 3.93% |
$77.2K - $77.8K
|
37.3K
$1.92M
|
|
Oct 22, 2020
Q3 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.4K+ 4.66% |
$76.6K - $77.1K
|
31.5K
$1.62M
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.4K+ 1.15% |
$76.5K - $77.1K
|
123K
$6.36M
|
|
Nov 09, 2020
Q3 2020
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.39K+ 5.91% |
$76K - $76.6K
|
24.9K
$1.28M
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.38K+ 20.91% |
$75.2K - $75.7K
|
7.95K
$410K
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.37K+ 6.74% |
$74.7K - $75.2K
|
21.6K
$1.11M
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.36K+ 36.86% |
$74.6K - $75.1K
|
5.06K
$261K
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.24KNew |
$67.7K - $68.2K
|
1.24K
$63.8K
|
|
Nov 10, 2020
Q3 2020
|
Godsey & Gibb Associates
|
BUY
|
- |
1.23K+ 11.2% |
$67.2K - $67.7K
|
12.2K
$629K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 3.07% |
$63.2K - $63.6K
|
38.8K
$2M
|
|
Jan 09, 2024
Q3 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.15KNew |
$63K - $63.5K
|
1.15K
$59.4K
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
1.14K+ 7.25% |
$62.5K - $62.9K
|
16.9K
$871K
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08K+ 1.45% |
$59.1K - $59.5K
|
75.7K
$3.9M
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 2.15% |
$57.1K - $57.5K
|
49.5K
$2.55M
|
|
Oct 13, 2020
Q3 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.02K+ 6.3% |
$56K - $56.4K
|
17.3K
$891K
|
|
Feb 22, 2022
Q3 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
944New |
$51.6K - $52K
|
944
$48.7K
|
|
Nov 09, 2020
Q3 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
930+ 16.43% |
$50.9K - $51.2K
|
6.59K
$340K
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
869New |
$47.5K - $47.9K
|
869
$44.8K
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
813+ 0.52% |
$44.5K - $44.8K
|
158K
$8.15M
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
800+ 62.5% |
$43.8K - $44.1K
|
2.08K
$107K
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
754+ 0.3% |
$41.2K - $41.5K
|
255K
$13.1M
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
741+ 10.04% |
$40.5K - $40.8K
|
8.12K
$418K
|
|
Nov 09, 2020
Q3 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
740+ 9.89% |
$40.5K - $40.8K
|
8.22K
$424K
|
|
Oct 29, 2020
Q3 2020
|
Kanawha Capital Management LLC
|
BUY
|
- |
733+ 1.49% |
$40.1K - $40.4K
|
49.8K
$2.57M
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
694+ 7.71% |
$38K - $38.2K
|
9.7K
$500K
|
|
Oct 20, 2020
Q3 2020
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
680+ 0.79% |
$37.2K - $37.5K
|
86.3K
$4.45M
|
|
Oct 23, 2020
Q3 2020
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
608+ 10.17% |
$33.3K - $33.5K
|
6.58K
$339K
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
575+ 39.28% |
$31.4K - $31.7K
|
2.04K
$105K
|
|
Oct 19, 2020
Q3 2020
|
Hanson & Doremus Investment Management
|
BUY
|
- |
560New |
$30.6K - $30.9K
|
560
$28.9K
|
|
Oct 13, 2020
Q3 2020
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
557+ 2.02% |
$30.5K - $30.7K
|
28.1K
$1.45M
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
542+ 1.4% |
$29.6K - $29.9K
|
39.3K
$2.02M
|
|
Oct 08, 2020
Q3 2020
|
Martin Capital Partners, LLC
|
BUY
|
- |
535+ 0.75% |
$29.3K - $29.5K
|
71.9K
$3.71M
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
535+ 3.29% |
$29.3K - $29.5K
|
16.8K
$865K
|
|
Oct 21, 2020
Q3 2020
|
Canal Capital Management, LLC
|
BUY
|
- |
525+ 4.92% |
$28.7K - $28.9K
|
11.2K
$578K
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
521New |
$28.5K - $28.7K
|
521
$26.9K
|
|
Nov 03, 2020
Q3 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
503+ 2.34% |
$27.5K - $27.7K
|
22K
$1.13M
|
|
Nov 12, 2020
Q3 2020
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
500+ 11.24% |
$27.3K - $27.5K
|
4.95K
$255K
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
499New |
$27.3K - $27.5K
|
499
$25.7K
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
450+ 2.39% |
$24.6K - $24.8K
|
19.3K
$995K
|
|
Nov 13, 2020
Q3 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
450+ 11.98% |
$24.6K - $24.8K
|
4.21K
$217K
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
449+ 5.91% |
$24.6K - $24.7K
|
8.04K
$415K
|
|
Oct 21, 2020
Q3 2020
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
445+ 0.95% |
$24.3K - $24.5K
|
47.1K
$2.43M
|
|
Nov 10, 2020
Q3 2020
|
Motco
|
BUY
|
- |
440New |
$24.1K - $24.2K
|
440
$22.7K
|
|
Nov 16, 2020
Q3 2020
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
425+ 4.55% |
$23.2K - $23.4K
|
9.76K
$503K
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
403+ 746.3% |
$22K - $22.2K
|
457
$23.6K
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
401+ 47.12% |
$21.9K - $22.1K
|
1.25K
$64.5K
|
|
Nov 12, 2020
Q3 2020
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
399+ 1.02% |
$21.8K - $22K
|
39.6K
$2.04M
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
397New |
$21.7K - $21.9K
|
397
$20.5K
|
|
Nov 02, 2020
Q3 2020
|
First Personal Financial Services
|
BUY
|
- |
353+ 4.12% |
$19.3K - $19.4K
|
8.93K
$460K
|
|
Nov 02, 2020
Q3 2020
|
Trust CO Of Virginia
|
BUY
|
- |
340+ 6.31% |
$18.6K - $18.7K
|
5.73K
$295K
|