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 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.87K- 3.64% |
$267K - $269K
|
129K
$6.64M
|
|
Jan 28, 2021
Q4 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-4.92K- 6.05% |
$270K - $271K
|
76.4K
$3.94M
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.96KClosed |
$272K - $274K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.07K- 2.38% |
$278K - $280K
|
208K
$10.7M
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.08K- 44.97% |
$278K - $280K
|
6.21K
$320K
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-5.08KClosed |
$278K - $280K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-5.15K- 0.28% |
$282K - $284K
|
1.84M
$94.8M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.32K- 2.91% |
$291K - $294K
|
177K
$9.14M
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
SELL
|
- |
-5.36K- 4.82% |
$294K - $296K
|
106K
$5.46M
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.37K- 7.11% |
$294K - $296K
|
70.2K
$3.62M
|
|
Jan 25, 2021
Q4 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.44K- 30.32% |
$298K - $300K
|
12.5K
$644K
|
|
Jan 27, 2021
Q4 2020
|
Berkshire Bank
|
SELL
|
- |
-5.46KClosed |
$299K - $301K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.77KClosed |
$316K - $319K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.78KClosed |
$317K - $319K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.79K- 16.5% |
$317K - $319K
|
29.3K
$1.51M
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-5.97K- 49.72% |
$327K - $330K
|
6.04K
$311K
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.09K- 28.79% |
$334K - $336K
|
15.1K
$776K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.2K- 63.92% |
$340K - $342K
|
3.5K
$180K
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
SELL
|
- |
-6.21K- 11.41% |
$340K - $343K
|
48.2K
$2.49M
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-6.49K- 21.45% |
$355K - $358K
|
23.8K
$1.22M
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.55K- 18.62% |
$359K - $361K
|
28.6K
$1.47M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.61K- 1.91% |
$362K - $365K
|
339K
$17.5M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-6.7K- 63.84% |
$367K - $369K
|
3.79K
$195K
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.74KClosed |
$369K - $372K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.83K- 47.83% |
$374K - $377K
|
7.45K
$384K
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.94K- 15.85% |
$380K - $383K
|
36.9K
$1.9M
|
|
Feb 16, 2021
Q4 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.96K- 27.87% |
$381K - $384K
|
18K
$928K
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-7.5K- 3.91% |
$411K - $414K
|
184K
$9.5M
|
|
Feb 12, 2021
Q4 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-7.7K- 39.89% |
$422K - $425K
|
11.6K
$598K
|
|
Feb 16, 2021
Q4 2020
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.81K- 2.89% |
$428K - $431K
|
263K
$13.5M
|
|
Feb 03, 2021
Q4 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7.82K- 16.95% |
$428K - $431K
|
38.3K
$1.97M
|
|
Feb 08, 2021
Q4 2020
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.97K- 9.66% |
$437K - $440K
|
74.5K
$3.84M
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.12KClosed |
$445K - $448K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.3KClosed |
$455K - $458K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8.49K- 91.41% |
$465K - $468K
|
798
$41.1K
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.49KClosed |
$465K - $469K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.43K- 14.05% |
$516K - $520K
|
57.6K
$2.97M
|
|
Jan 27, 2021
Q4 2020
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9.57K- 3.66% |
$524K - $528K
|
252K
$13M
|
|
Feb 08, 2021
Q4 2020
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.76K- 34.76% |
$535K - $539K
|
18.3K
$944K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.8K- 16.02% |
$591K - $595K
|
56.5K
$2.91M
|
|
Feb 11, 2021
Q4 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.3K- 5.62% |
$675K - $680K
|
207K
$10.7M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 2.27% |
$690K - $694K
|
541K
$27.9M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 2.62% |
$717K - $722K
|
486K
$25.1M
|
|
Feb 16, 2021
Q4 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.1K- 62.48% |
$718K - $723K
|
7.88K
$406K
|
|
Feb 10, 2021
Q4 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-13.4K- 37.11% |
$732K - $737K
|
22.6K
$1.17M
|
|
Feb 12, 2021
Q4 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13.4KClosed |
$732K - $737K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-14.9KClosed |
$815K - $821K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.1K- 68.9% |
$825K - $831K
|
6.8K
$350K
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15.5K- 12.55% |
$848K - $854K
|
108K
$5.56M
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.5K- 37.05% |
$904K - $910K
|
28K
$1.44M
|