Purchases and Sales Made in Q4 2020 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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
Jan 28, 2021 Q4 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
507
+ 2.3%
$27.8K - $28K
22.5K $1.17M
Jan 25, 2021 Q4 2020
Beacon Financial Advisory LLC

BUY
 -
498
+ 3.99%
$27.3K - $27.5K
13K $674K
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

BUY
 -
496
+ 1.2%
$27.2K - $27.4K
41.9K $2.18M
Jan 29, 2021 Q4 2020
Private Ocean, LLC

BUY
 -
490
New
$26.8K - $27K
490 $25.4K
Jan 29, 2021 Q4 2020
Joseph P. Lucia & Associates, LLC

BUY
 -
485
New
$26.6K - $26.8K
485 $25.2K
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

BUY
 -
482
+ 3.69%
$26.4K - $26.6K
13.5K $702K
Feb 18, 2021 Q4 2020
Safeguard Investment Advisory Group, LLC

BUY
 -
477
New
$26.1K - $26.3K
477 $24.8K
Jan 28, 2021 Q4 2020
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
440
+ 6.39%
$24.1K - $24.3K
7.33K $380K
Feb 25, 2021 Q4 2020
Front Row Advisors LLC

Tiburon, CA
BUY
 -
431
+ 34.42%
$23.6K - $23.8K
1.68K $87.3K
Feb 05, 2021 Q4 2020
Lincoln National Corp

BUY
 -
426
+ 9.73%
$23.3K - $23.5K
4.81K $249K
Feb 09, 2021 Q4 2020
Plante Moran Financial Advisors, LLC

BUY
 -
386
New
$21.1K - $21.3K
386 $20K
Feb 08, 2021 Q4 2020
Howe & Rusling Inc

Rochester, NY
BUY
 -
384
New
$21K - $21.2K
384 $19.9K
Jan 25, 2021 Q4 2020
Veracity Capital LLC

BUY
 -
377
+ 2.25%
$20.7K - $20.8K
17.2K $890K
Feb 11, 2021 Q4 2020
Rathbones Group PLC

Liverpool, X0
BUY
 -
369
+ 3.02%
$20.2K - $20.4K
12.6K $653K
Feb 12, 2021 Q4 2020
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
365
New
$20K - $20.1K
365 $18.9K
Feb 08, 2021 Q4 2020
Beaumont Financial Partners, LLC

BUY
 -
327
+ 2.43%
$17.9K - $18K
13.8K $717K
Jan 27, 2021 Q4 2020
Canal Capital Management, LLC

BUY
 -
301
+ 2.69%
$16.5K - $16.6K
11.5K $597K
Feb 11, 2021 Q4 2020
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
286
+ 9.53%
$15.7K - $15.8K
3.29K $171K
Jan 22, 2021 Q4 2020
Hoey Investments, Inc

Coatesville, PA
BUY
 -
271
New
$14.8K - $15K
271 $14.1K
Feb 02, 2021 Q4 2020
Duncker Streett & CO Inc

BUY
 -
270
+ 0.3%
$14.8K - $14.9K
91.3K $4.74M
Jan 29, 2021 Q4 2020
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
265
+ 0.34%
$14.5K - $14.6K
77.9K $4.04M
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
245
+ 10.78%
$13.4K - $13.5K
2.52K $131K
Feb 26, 2021 Q4 2020
Caprin Asset Management LLC

Henrico, VA
BUY
 -
244
+ 1.94%
$13.4K - $13.5K
12.8K $665K
Feb 09, 2021 Q4 2020
Financial Life Advisors

BUY
 -
228
+ 1.26%
$12.5K - $12.6K
18.4K $953K
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
196
+ 28.2%
$10.7K - $10.8K
891 $46.2K
Feb 12, 2021 Q4 2020
Dakota Wealth Management

BUY
 -
192
+ 0.33%
$10.5K - $10.6K
57.9K $3M
Feb 16, 2021 Q4 2020
Massmutual Trust CO Fsb

BUY
 -
183
+ 0.82%
$10K - $10.1K
22.4K $1.16M
Feb 09, 2021 Q4 2020
Hengehold Capital Management LLC

BUY
 -
156
+ 2.27%
$8.55K - $8.61K
7.01K $364K
Feb 17, 2021 Q4 2020
Truvestments Capital LLC

Sarasota, FL
BUY
 -
150
+ 14.42%
$8.22K - $8.28K
1.19K $61.7K
Feb 08, 2021 Q4 2020
Mcmillion Capital Management Inc

BUY
 -
100
New
$5.48K - $5.52K
100 $5.19K
Feb 05, 2021 Q4 2020
Phoenix Wealth Advisors

BUY
 -
100
New
$5.48K - $5.52K
100 $5.19K
Jan 08, 2021 Q4 2020
Truefg, LLC

Cedar Park, TX
BUY
 -
94
+ 1.11%
$5.15K - $5.19K
8.59K $446K
Feb 18, 2021 Q4 2020
Apella Capital, LLC

BUY
 -
90
+ 0.74%
$4.93K - $4.97K
12.2K $632K
Jan 28, 2021 Q4 2020
Gemmer Asset Management LLC

BUY
 -
86
+ 4.16%
$4.71K - $4.74K
2.15K $112K
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
85
New
$4.66K - $4.69K
85 $4.41K
Feb 12, 2021 Q4 2020
Brown Advisory Securities, LLC

BUY
 -
75
+ 1.78%
$4.11K - $4.14K
4.28K $222K
Feb 16, 2021 Q4 2020
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
73
New
$4K - $4.03K
73 $3.79K
May 17, 2021 Q4 2020
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
72
+ 0.72%
$3.94K - $3.97K
10K $520K
Jan 27, 2021 Q4 2020
Cnb Bank

Clearfield, PA
BUY
 -
71
+ 355.0%
$3.89K - $3.92K
91 $4.72K
Feb 05, 2021 Q4 2020
Smith Shellnut Wilson LLC

BUY
 -
66
+ 1650.0%
$3.62K - $3.64K
70 $3.63K
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
57
+ 0.71%
$3.12K - $3.14K
8.1K $420K
Feb 05, 2021 Q4 2020
Element Wealth, LLC

BUY
 -
49
New
$2.68K - $2.7K
49 $2.54K
Feb 11, 2021 Q4 2020
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
46
+ 0.74%
$2.52K - $2.54K
6.24K $324K
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
45
+ 102.27%
$2.47K - $2.48K
89 $4.62K
Feb 03, 2021 Q4 2020
Wade G W & Inc

Wellesley, MA
BUY
 -
40
+ 0.16%
$2.19K - $2.21K
25K $1.3M
Jan 22, 2021 Q4 2020
Evanson Asset Management, LLC

BUY
 -
34
+ 0.45%
$1.86K - $1.88K
7.66K $398K
Feb 12, 2021 Q4 2020
Pinnacle Wealth Planning Services, Inc.

BUY
 -
30
New
$1.64K - $1.66K
30 $1.56K
Feb 11, 2021 Q4 2020
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
30
+ 0.44%
$1.64K - $1.66K
6.82K $354K
Jan 21, 2021 Q4 2020
Interactive Financial Advisors

Chicago, IL
BUY
 -
28
+ 2.13%
$1.53K - $1.54K
1.34K $69.6K

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