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 16, 2021
Q4 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.06K- 0.86% |
$57.8K - $58.2K
|
121K
$6.3M
|
|
|
Feb 11, 2021
Q4 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.08K- 0.36% |
$59K - $59.4K
|
298K
$15.5M
|
|
|
Feb 26, 2021
Q4 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 4.11% |
$60.8K - $61.2K
|
25.9K
$1.35M
|
|
|
Feb 12, 2021
Q4 2020
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.12K- 3.42% |
$61.2K - $61.6K
|
31.5K
$1.64M
|
|
|
Feb 08, 2021
Q4 2020
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.15K- 7.62% |
$62.8K - $63.2K
|
13.9K
$724K
|
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.16K- 2.66% |
$63.4K - $63.9K
|
42.4K
$2.21M
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.16K- 1.41% |
$63.7K - $64.1K
|
81.4K
$4.24M
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.19K- 1.04% |
$65.3K - $65.8K
|
113K
$5.89M
|
|
|
Mar 19, 2021
Q4 2020
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.21K- 2.01% |
$66K - $66.5K
|
58.6K
$3.05M
|
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.22KClosed |
$67K - $67.4K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 2.17% |
$67.1K - $67.6K
|
55.3K
$2.88M
|
|
|
Feb 16, 2021
Q4 2020
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 4.0% |
$69.3K - $69.7K
|
30.4K
$1.58M
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 4.23% |
$69.7K - $70.2K
|
28.8K
$1.5M
|
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.47K- 7.47% |
$80.8K - $81.3K
|
18.3K
$951K
|
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 10.88% |
$81.4K - $81.9K
|
12.2K
$634K
|
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 94.98% |
$83K - $83.5K
|
80
$4.17K
|
|
|
Feb 02, 2021
Q4 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.55K- 5.11% |
$84.9K - $85.5K
|
28.8K
$1.5M
|
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.57K- 8.77% |
$86.1K - $86.7K
|
16.3K
$852K
|
|
|
Feb 09, 2021
Q4 2020
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.71K- 15.17% |
$93.4K - $94.1K
|
9.54K
$497K
|
|
|
Feb 02, 2021
Q4 2020
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.74K- 21.16% |
$95.3K - $96K
|
6.48K
$338K
|
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.85K- 10.95% |
$101K - $102K
|
15K
$784K
|
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.86K- 1.57% |
$102K - $103K
|
117K
$6.08M
|
|
|
Feb 09, 2021
Q4 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.91K- 8.15% |
$105K - $105K
|
21.5K
$1.12M
|
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.96K- 6.47% |
$107K - $108K
|
28.4K
$1.48M
|
|
|
Jan 06, 2021
Q4 2020
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2K- 0.99% |
$110K - $110K
|
201K
$10.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.06K- 7.17% |
$113K - $113K
|
26.6K
$1.39M
|
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-2.37K- 34.88% |
$130K - $131K
|
4.43K
$231K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.57K- 6.79% |
$141K - $142K
|
35.2K
$1.84M
|
|
|
Jan 20, 2021
Q4 2020
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.62K- 5.56% |
$144K - $145K
|
44.5K
$2.32M
|
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 12.42% |
$145K - $146K
|
18.7K
$975K
|
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.75K- 1.05% |
$151K - $152K
|
260K
$13.5M
|
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.93K- 0.61% |
$161K - $162K
|
475K
$24.8M
|
|
|
Jan 12, 2021
Q4 2020
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.99K- 26.61% |
$164K - $165K
|
8.26K
$430K
|
|
|
Feb 08, 2021
Q4 2020
|
Burleson & Company, LLC
|
SELL
|
- |
-3.03K- 6.58% |
$166K - $167K
|
43K
$2.24M
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.05K- 0.44% |
$167K - $168K
|
692K
$36.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Equitable Trust CO
|
SELL
|
- |
-3.1K- 23.64% |
$170K - $171K
|
10K
$521K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.3K- 9.3% |
$181K - $182K
|
32.2K
$1.68M
|
|
|
Jan 14, 2021
Q4 2020
|
Capital City Trust CO
|
SELL
|
- |
-3.4K- 2.99% |
$186K - $188K
|
110K
$5.76M
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.6K- 23.17% |
$197K - $199K
|
11.9K
$622K
|
|
|
Feb 03, 2021
Q4 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.6K- 23.17% |
$197K - $199K
|
11.9K
$622K
|
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.62K- 2.02% |
$199K - $200K
|
176K
$9.15M
|
|
|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
SELL
|
- |
-3.68K- 2.34% |
$201K - $203K
|
154K
$8M
|
|
|
Jan 25, 2021
Q4 2020
|
Life Steps Financial, Inc.
|
SELL
|
- |
-3.75KClosed |
$205K - $207K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-3.79K- 7.06% |
$208K - $209K
|
49.9K
$2.6M
|
|
|
Feb 11, 2021
Q4 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.81KClosed |
$209K - $210K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$221K - $223K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.17K- 2.56% |
$228K - $230K
|
159K
$8.28M
|
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.34K- 13.96% |
$238K - $239K
|
26.7K
$1.39M
|
|
|
Feb 11, 2021
Q4 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-4.34K- 36.06% |
$238K - $239K
|
7.69K
$401K
|
|
|
Jan 21, 2021
Q4 2020
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.63K- 3.46% |
$254K - $255K
|
129K
$6.74M
|