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 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
337+ 0.33% |
$18.4K - $18.6K
|
104K
$5.34M
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
BUY
|
- |
279+ 1.46% |
$15.3K - $15.4K
|
19.4K
$1M
|
|
Nov 13, 2020
Q3 2020
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
276New |
$15.1K - $15.2K
|
276
$14.2K
|
|
Oct 20, 2020
Q3 2020
|
Tap Consulting, LLC
|
BUY
|
- |
245+ 0.52% |
$13.4K - $13.5K
|
47.1K
$2.43M
|
|
Nov 12, 2020
Q3 2020
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
245+ 2.1% |
$13.4K - $13.5K
|
11.9K
$613K
|
|
Oct 19, 2020
Q3 2020
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
237+ 2.68% |
$13K - $13.1K
|
9.07K
$467K
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
226+ 0.99% |
$12.4K - $12.5K
|
23.1K
$1.19M
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
225+ 5.16% |
$12.3K - $12.4K
|
4.58K
$236K
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
220New |
$12K - $12.1K
|
220
$11.3K
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
205+ 0.25% |
$11.2K - $11.3K
|
82.6K
$4.26M
|
|
Nov 13, 2020
Q3 2020
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
199+ 0.95% |
$10.9K - $11K
|
21.1K
$1.09M
|
|
Nov 13, 2020
Q3 2020
|
Wesbanco Bank Inc
|
BUY
|
- |
197+ 0.58% |
$10.8K - $10.9K
|
34K
$1.75M
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
180New |
$9.84K - $9.92K
|
180
$9.28K
|
|
Nov 05, 2020
Q3 2020
|
Pointe Capital Management LLC
|
BUY
|
- |
150+ 0.12% |
$8.2K - $8.26K
|
121K
$6.24M
|
|
Oct 22, 2020
Q3 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
144New |
$7.88K - $7.93K
|
144
$7.42K
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
104+ 0.99% |
$5.69K - $5.73K
|
10.6K
$547K
|
|
Nov 13, 2020
Q3 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
103New |
$5.63K - $5.67K
|
103
$5.31K
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
101+ 2.36% |
$5.52K - $5.56K
|
4.38K
$226K
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
95+ 24.42% |
$5.2K - $5.23K
|
484
$24.9K
|
|
Nov 09, 2020
Q3 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
93+ 1.37% |
$5.09K - $5.12K
|
6.86K
$353K
|
|
Nov 06, 2020
Q3 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
93+ 1.24% |
$5.09K - $5.12K
|
7.58K
$391K
|
|
Oct 29, 2020
Q3 2020
|
Financial Life Advisors
|
BUY
|
- |
77+ 0.43% |
$4.21K - $4.24K
|
18.1K
$935K
|
|
Nov 19, 2020
Q3 2020
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
74New |
$4.05K - $4.08K
|
74
$3.81K
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
BUY
|
- |
61+ 9.62% |
$3.34K - $3.36K
|
695
$35.8K
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
60+ 0.2% |
$3.28K - $3.31K
|
30K
$1.54M
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
BUY
|
- |
51+ 0.36% |
$2.79K - $2.81K
|
14.3K
$736K
|
|
Nov 16, 2020
Q3 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.07% |
$2.73K - $2.75K
|
67.1K
$3.46M
|
|
Nov 12, 2020
Q3 2020
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32+ 0.52% |
$1.75K - $1.76K
|
6.2K
$319K
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
22+ 0.54% |
$1.2K - $1.21K
|
4.1K
$211K
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
BUY
|
- |
22New |
$1.2K - $1.21K
|
22
$1.13K
|
|
Nov 13, 2020
Q3 2020
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
20+ 0.33% |
$1.09K - $1.1K
|
6.03K
$311K
|
|
Oct 07, 2020
Q3 2020
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
19+ 0.22% |
$1.04K - $1.05K
|
8.49K
$438K
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$547 - $551
|
10
$515
|
|
Oct 21, 2020
Q3 2020
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 0.49% |
$547 - $551
|
2.07K
$106K
|
|
Oct 29, 2020
Q3 2020
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7+ 0.54% |
$383 - $386
|
1.31K
$67.7K
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.3% |
$273 - $275
|
1.65K
$85.1K
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.01% |
$219 - $220
|
36.1K
$1.86M
|
|
Oct 08, 2020
Q3 2020
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.04% |
$219 - $220
|
11.3K
$580K
|
|
Nov 06, 2020
Q3 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.03% |
$164 - $165
|
11.1K
$570K
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.01% |
$109 - $110
|
21.3K
$1.1M
|
|
Nov 09, 2020
Q3 2020
|
Shaker Investments LLC
|
BUY
|
- |
1+ 0.01% |
$54.7 - $55.1
|
13.4K
$688K
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.12% |
$54.7 - $55.1
|
870
$44.8K
|
|
Oct 28, 2020
Q3 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.0% |
$54.7 - $55.1
|
91K
$4.69M
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.01% |
$54.7 - $55.1
|
17.7K
$911K
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$54.7 - $55.1
|
0
$0
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3Closed |
$164 - $165
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
SELL
|
- |
-5- 0.04% |
$273 - $275
|
12K
$619K
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-19- 0.18% |
$1.04K - $1.05K
|
10.4K
$534K
|
|
Mar 11, 2022
Q3 2020
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-25- 1.73% |
$1.37K - $1.38K
|
1.42K
$73.4K
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35- 0.12% |
$1.91K - $1.93K
|
30.1K
$1.55M
|