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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2021
Q4 2020
|
Beacon Financial Group
|
SELL
|
- |
-247- 0.11% |
$13.5K - $13.6K
|
226K
$11.7M
|
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
SELL
|
- |
-255- 1.31% |
$14K - $14.1K
|
19.1K
$987K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-257Closed |
$14.1K - $14.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-280- 18.34% |
$15.3K - $15.4K
|
1.25K
$64.3K
|
|
|
Jan 19, 2021
Q4 2020
|
Old National Bancorp
|
SELL
|
- |
-300- 1.63% |
$16.4K - $16.6K
|
18.1K
$934K
|
|
|
Feb 03, 2021
Q4 2020
|
Baldrige Asset Management LLC
|
SELL
|
- |
-304- 3.36% |
$16.7K - $16.8K
|
8.75K
$451K
|
|
|
Feb 16, 2021
Q4 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-328- 3.17% |
$18K - $18.1K
|
10K
$517K
|
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-340- 5.93% |
$18.6K - $18.8K
|
5.39K
$278K
|
|
|
Jan 28, 2021
Q4 2020
|
Courage Miller Partners, LLC
|
SELL
|
- |
-342- 0.55% |
$18.7K - $18.9K
|
62K
$3.19M
|
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-350- 1.59% |
$19.2K - $19.3K
|
21.7K
$1.12M
|
|
|
Jan 15, 2021
Q4 2020
|
Bay Rivers Group
|
SELL
|
- |
-350- 4.37% |
$19.2K - $19.3K
|
7.67K
$395K
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-352- 7.78% |
$19.3K - $19.4K
|
4.17K
$215K
|
|
|
Feb 09, 2021
Q4 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-355- 3.42% |
$19.5K - $19.6K
|
10K
$517K
|
|
|
Jan 21, 2021
Q4 2020
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-374- 1.62% |
$20.5K - $20.6K
|
22.7K
$1.17M
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-397Closed |
$21.8K - $21.9K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-403- 88.18% |
$22.1K - $22.2K
|
54
$2.78K
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-413- 3.24% |
$22.6K - $22.8K
|
12.3K
$636K
|
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-422- 7.11% |
$23.1K - $23.3K
|
5.52K
$284K
|
|
|
Jan 29, 2021
Q4 2020
|
Amg National Trust Bank
|
SELL
|
- |
-440- 0.37% |
$24.1K - $24.3K
|
119K
$6.14M
|
|
|
Feb 16, 2021
Q4 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-441- 4.52% |
$24.2K - $24.3K
|
9.32K
$480K
|
|
|
Jan 25, 2021
Q4 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-448- 0.58% |
$24.5K - $24.7K
|
77.1K
$3.98M
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-465- 2.95% |
$25.5K - $25.7K
|
15.3K
$787K
|
|
|
Feb 11, 2021
Q4 2020
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-500- 0.68% |
$27.4K - $27.6K
|
72.6K
$3.74M
|
|
|
Jan 14, 2021
Q4 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-500- 25.25% |
$27.4K - $27.6K
|
1.48K
$76.3K
|
|
|
Jan 28, 2021
Q4 2020
|
Community Bank, N.A.
|
SELL
|
- |
-532- 7.22% |
$29.1K - $29.4K
|
6.84K
$352K
|
|
|
Feb 08, 2021
Q4 2020
|
Windsor Capital Management, LLC
|
SELL
|
- |
-552- 9.06% |
$30.2K - $30.5K
|
5.54K
$286K
|
|
|
Jan 14, 2021
Q4 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-561- 4.53% |
$30.7K - $31K
|
11.8K
$610K
|
|
|
Feb 11, 2021
Q4 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-585- 11.72% |
$32.1K - $32.3K
|
4.41K
$227K
|
|
|
Jan 26, 2021
Q4 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-590- 0.92% |
$32.3K - $32.6K
|
63.4K
$3.27M
|
|
|
Feb 03, 2021
Q4 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-625- 3.67% |
$34.2K - $34.5K
|
16.4K
$844K
|
|
|
Feb 11, 2021
Q4 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-646- 5.44% |
$35.4K - $35.6K
|
11.2K
$579K
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-652- 1.7% |
$35.7K - $36K
|
37.6K
$1.94M
|
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-653- 6.16% |
$35.8K - $36K
|
9.96K
$513K
|
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-669- 4.14% |
$36.7K - $36.9K
|
15.5K
$799K
|
|
|
Feb 04, 2021
Q4 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-697- 2.41% |
$38.2K - $38.5K
|
28.2K
$1.45M
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-711- 2.37% |
$39K - $39.2K
|
29.3K
$1.51M
|
|
|
Jan 28, 2021
Q4 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-750- 1.63% |
$41.1K - $41.4K
|
45.3K
$2.34M
|
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-764- 9.31% |
$41.9K - $42.1K
|
7.45K
$384K
|
|
|
Jan 28, 2021
Q4 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-812- 4.02% |
$44.5K - $44.8K
|
19.4K
$1M
|
|
|
Feb 01, 2021
Q4 2020
|
Kanawha Capital Management LLC
|
SELL
|
- |
-815- 1.64% |
$44.7K - $45K
|
49K
$2.52M
|
|
|
Feb 05, 2021
Q4 2020
|
Graypoint LLC
|
SELL
|
- |
-830- 7.04% |
$45.5K - $45.8K
|
11K
$565K
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-832- 30.79% |
$45.6K - $45.9K
|
1.87K
$96.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-869Closed |
$47.6K - $47.9K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-897- 7.34% |
$49.1K - $49.5K
|
11.3K
$584K
|
|
|
Feb 01, 2021
Q4 2020
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1K- 10.13% |
$54.8K - $55.2K
|
8.88K
$457K
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 0.5% |
$56.1K - $56.4K
|
204K
$10.5M
|
|
|
Jan 27, 2021
Q4 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.04K- 36.04% |
$56.8K - $57.2K
|
1.84K
$94.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.04K- 27.49% |
$56.9K - $57.3K
|
2.74K
$141K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.06K- 0.86% |
$57.8K - $58.2K
|
121K
$6.23M
|
|
|
Feb 11, 2021
Q4 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.08K- 0.36% |
$59K - $59.4K
|
298K
$15.3M
|