Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Federal Reserve Bank Of New York
|
BUY
|
- |
12.4MNew |
$682M - $687M
|
12.4M
$642M
|
|
Feb 16, 2021
Q4 2020
|
Arch Capital Group Ltd.
|
BUY
|
- |
4.53MNew |
$248M - $250M
|
4.53M
$233M
|
|
Feb 12, 2021
Q4 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.91M+ 34.73% |
$105M - $105M
|
7.41M
$382M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64M+ 7.59% |
$89.7M - $90.3M
|
23.2M
$1.2B
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.55MNew |
$85M - $85.6M
|
1.55M
$80M
|
|
Feb 12, 2021
Q4 2020
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.51M+ 43.8% |
$82.8M - $83.4M
|
4.96M
$256M
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
BUY
|
- |
1.21M+ 32.33% |
$66.3M - $66.7M
|
4.95M
$255M
|
|
Mar 04, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.13M+ 8605.08% |
$61.8M - $62.2M
|
1.14M
$58.8M
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
935KNew |
$51.2M - $51.6M
|
935K
$48.2M
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
822KNew |
$45M - $45.4M
|
822K
$42.4M
|
|
Feb 11, 2021
Q4 2020
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
813K+ 6.88% |
$44.6M - $44.9M
|
12.6M
$651M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
806K+ 106.04% |
$44.2M - $44.5M
|
1.57M
$80.7M
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
781K+ 19.97% |
$42.8M - $43.1M
|
4.69M
$242M
|
|
Feb 09, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
706K+ 179.05% |
$38.7M - $38.9M
|
1.1M
$56.7M
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
686K+ 11.86% |
$37.6M - $37.8M
|
6.47M
$334M
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
BUY
|
- |
680K+ 574.61% |
$37.2M - $37.5M
|
798K
$41.1M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
661K+ 12.62% |
$36.2M - $36.5M
|
5.9M
$304M
|
|
Feb 12, 2021
Q4 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
500KNew |
$27.4M - $27.6M
|
500K
$25.8M
|
|
Feb 04, 2021
Q4 2020
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
460KNew |
$25.2M - $25.4M
|
460K
$23.7M
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
455K+ 8.99% |
$24.9M - $25.1M
|
5.52M
$284M
|
|
Jan 25, 2021
Q4 2020
|
Members Trust CO
|
BUY
|
- |
432K+ 5.74% |
$23.7M - $23.8M
|
7.96M
$410M
|
|
Feb 01, 2021
Q4 2020
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
409K+ 4509.36% |
$22.4M - $22.6M
|
418K
$21.5M
|
|
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
368KNew |
$20.2M - $20.3M
|
368K
$19M
|
|
Feb 11, 2021
Q4 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
363K+ 230.94% |
$19.9M - $20M
|
520K
$26.8M
|
|
Apr 05, 2024
Q4 2020
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
282K+ 192.41% |
$15.5M - $15.6M
|
429K
$22.1M
|
|
Feb 04, 2021
Q4 2020
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
280KNew |
$15.3M - $15.4M
|
280K
$14.4M
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
262K+ 3.4% |
$14.3M - $14.4M
|
7.96M
$410M
|
|
Feb 03, 2021
Q4 2020
|
Meritage Portfolio Management
|
BUY
|
- |
261K+ 147.67% |
$14.3M - $14.4M
|
438K
$22.6M
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
261K+ 65.88% |
$14.3M - $14.4M
|
657K
$33.9M
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
256K+ 9.31% |
$14.1M - $14.1M
|
3.01M
$155M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
247K+ 460.81% |
$13.6M - $13.6M
|
301K
$15.5M
|
|
Jan 19, 2021
Q4 2020
|
Northstar Advisory Group, LLC
|
BUY
|
- |
239KNew |
$13.1M - $13.2M
|
239K
$12.3M
|
|
Jan 27, 2021
Q4 2020
|
Davis R M Inc
Portland, ME |
BUY
|
- |
224K+ 47.07% |
$12.3M - $12.4M
|
701K
$36.1M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
223K+ 66.68% |
$12.2M - $12.3M
|
556K
$28.7M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
203K+ 4.53% |
$11.1M - $11.2M
|
4.68M
$241M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
201KNew |
$11M - $11.1M
|
201K
$10.3M
|
|
Jan 28, 2021
Q4 2020
|
Telemus Capital, LLC
|
BUY
|
- |
198K+ 358.37% |
$10.9M - $10.9M
|
254K
$13.1M
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195K+ 6.09% |
$10.7M - $10.8M
|
3.4M
$175M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
184K+ 2.72% |
$10.1M - $10.1M
|
6.94M
$358M
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
178KNew |
$9.74M - $9.81M
|
178K
$9.16M
|
|
Jan 27, 2021
Q4 2020
|
Money Design Co.,Ltd.
|
BUY
|
- |
170K+ 115.18% |
$9.3M - $9.36M
|
317K
$16.3M
|
|
Feb 09, 2021
Q4 2020
|
Ddd Partners, LLC
|
BUY
|
- |
168KNew |
$9.21M - $9.27M
|
168K
$8.66M
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
BUY
|
- |
166K+ 60.86% |
$9.07M - $9.13M
|
438K
$22.6M
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
164K+ 50.81% |
$8.98M - $9.05M
|
487K
$25.1M
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
163K+ 11.81% |
$8.95M - $9.01M
|
1.55M
$79.7M
|
|
Jan 12, 2021
Q4 2020
|
Pure Financial Advisors, LLC
|
BUY
|
- |
156K+ 194.57% |
$8.56M - $8.62M
|
237K
$12.2M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
155K+ 27.27% |
$8.5M - $8.56M
|
724K
$37.3M
|
|
Sep 20, 2021
Q4 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
155KNew |
$8.47M - $8.53M
|
155K
$7.97M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 138.56% |
$8.45M - $8.51M
|
266K
$13.7M
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
153K+ 524.84% |
$8.41M - $8.46M
|
183K
$9.41M
|