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 |
---|---|---|---|---|---|---|---|
Mar 11, 2022
Q4 2020
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
27+ 1.9% |
$1.48K - $1.49K
|
1.45K
$74.8K
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26+ 0.51% |
$1.42K - $1.43K
|
5.09K
$262K
|
|
Jan 27, 2021
Q4 2020
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
21New |
$1.15K - $1.16K
|
21
$1.08K
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15+ 0.2% |
$822 - $828
|
7.51K
$387K
|
|
Jan 22, 2021
Q4 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.34% |
$767 - $772
|
4.13K
$213K
|
|
Feb 08, 2021
Q4 2020
|
Lokken Investment Group LLC
|
BUY
|
- |
10+ 0.22% |
$548 - $552
|
4.56K
$235K
|
|
Feb 24, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9+ 0.04% |
$493 - $497
|
25.4K
$1.31M
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 0.42% |
$384 - $386
|
1.66K
$85.5K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.8% |
$219 - $221
|
503
$25.9K
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$219 - $221
|
6.63K
$342K
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3New |
$164 - $166
|
3
$155
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.34% |
$164 - $166
|
873
$45K
|
|
Feb 08, 2021
Q4 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.56% |
$54.8 - $55.2
|
181
$9.33K
|
|
Feb 10, 2021
Q4 2020
|
Shaker Investments LLC
|
BUY
|
- |
1+ 0.01% |
$54.8 - $55.2
|
13.4K
$688K
|
|
Jan 15, 2021
Q4 2020
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$54.8 - $55.2
|
1.45K
$74.9K
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.01% |
$219 - $221
|
36.1K
$1.86M
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10- 0.01% |
$548 - $552
|
86.3K
$4.45M
|
|
Feb 10, 2021
Q4 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-14- 0.24% |
$767 - $772
|
5.9K
$304K
|
|
Feb 05, 2021
Q4 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.56% |
$1.37K - $1.38K
|
4.42K
$228K
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 0.38% |
$1.64K - $1.66K
|
7.83K
$403K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-48- 13.41% |
$2.63K - $2.65K
|
310
$16K
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.03% |
$2.74K - $2.76K
|
157K
$8.07M
|
|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53- 0.04% |
$2.9K - $2.92K
|
126K
$6.49M
|
|
Jan 08, 2021
Q4 2020
|
Old Port Advisors
|
SELL
|
- |
-56- 0.67% |
$3.07K - $3.09K
|
8.3K
$428K
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-58- 0.29% |
$3.18K - $3.2K
|
19.7K
$1.01M
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-69- 4.62% |
$3.78K - $3.81K
|
1.43K
$73.4K
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-74Closed |
$4.05K - $4.08K
|
0
$0
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-78- 0.41% |
$4.27K - $4.3K
|
19.1K
$983K
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-86- 2.2% |
$4.71K - $4.74K
|
3.82K
$197K
|
|
Feb 12, 2021
Q4 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 0.85% |
$5.04K - $5.08K
|
10.7K
$552K
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-93- 0.88% |
$5.1K - $5.13K
|
10.5K
$541K
|
|
Feb 01, 2021
Q4 2020
|
Novare Capital Management LLC
|
SELL
|
- |
-100- 2.12% |
$5.48K - $5.52K
|
4.61K
$237K
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-103Closed |
$5.64K - $5.68K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
SELL
|
- |
-104- 0.58% |
$5.7K - $5.74K
|
17.8K
$920K
|
|
Feb 08, 2021
Q4 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-116- 0.52% |
$6.36K - $6.4K
|
22.1K
$1.14M
|
|
Feb 01, 2021
Q4 2020
|
First Personal Financial Services
|
SELL
|
- |
-125- 1.4% |
$6.85K - $6.9K
|
8.81K
$454K
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-141- 3.35% |
$7.73K - $7.78K
|
4.06K
$209K
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-144Closed |
$7.89K - $7.94K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-154- 35.0% |
$8.44K - $8.5K
|
286
$14.7K
|
|
Feb 16, 2021
Q4 2020
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-155- 0.86% |
$8.49K - $8.55K
|
17.8K
$917K
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-179- 1.9% |
$9.81K - $9.88K
|
9.24K
$476K
|
|
Jan 19, 2021
Q4 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-180- 1.36% |
$9.86K - $9.93K
|
13.1K
$675K
|
|
Feb 08, 2021
Q4 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-183- 4.72% |
$10K - $10.1K
|
3.7K
$190K
|
|
Feb 03, 2021
Q4 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.67% |
$10.4K - $10.4K
|
28K
$1.44M
|
|
Jan 19, 2021
Q4 2020
|
Blb&B Advisors, LLC
|
SELL
|
- |
-200- 2.28% |
$11K - $11K
|
8.57K
$442K
|
|
Feb 11, 2021
Q4 2020
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-201- 0.95% |
$11K - $11.1K
|
20.9K
$1.07M
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-208- 0.99% |
$11.4K - $11.5K
|
20.9K
$1.08M
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-230- 4.2% |
$12.6K - $12.7K
|
5.25K
$270K
|
|
Feb 16, 2021
Q4 2020
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-230- 1.42% |
$12.6K - $12.7K
|
16K
$822K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-242- 0.63% |
$13.3K - $13.4K
|
38.1K
$1.97M
|