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 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17.3K- 5.11% |
$947K - $953K
|
321K
$16.5M
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-18.2K- 36.74% |
$997K - $1M
|
31.3K
$1.61M
|
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18.3K- 5.4% |
$1M - $1.01M
|
320K
$16.5M
|
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
SELL
|
- |
-18.4K- 3.69% |
$1.01M - $1.01M
|
480K
$24.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 60.39% |
$1.02M - $1.02M
|
12.2K
$628K
|
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18.8K- 27.34% |
$1.03M - $1.04M
|
49.9K
$2.57M
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19.8KClosed |
$1.09M - $1.09M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-21.3K- 13.6% |
$1.17M - $1.18M
|
136K
$6.99M
|
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 19.45% |
$1.19M - $1.2M
|
90.3K
$4.66M
|
|
|
Feb 05, 2021
Q4 2020
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-22K- 25.54% |
$1.2M - $1.21M
|
64K
$3.3M
|
|
|
Feb 12, 2021
Q4 2020
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22.5K- 3.38% |
$1.24M - $1.24M
|
646K
$33.3M
|
|
|
Feb 09, 2021
Q4 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23.4K- 65.43% |
$1.28M - $1.29M
|
12.3K
$636K
|
|
|
Jan 25, 2021
Q4 2020
|
Kwmg, LLC
|
SELL
|
- |
-23.4K- 9.71% |
$1.28M - $1.29M
|
218K
$11.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-24K- 21.84% |
$1.32M - $1.33M
|
86K
$4.43M
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-24.8K- 10.1% |
$1.36M - $1.37M
|
220K
$11.4M
|
|
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-25.6KClosed |
$1.4M - $1.41M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26.3K- 29.25% |
$1.44M - $1.45M
|
63.7K
$3.28M
|
|
|
Feb 09, 2021
Q4 2020
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-26.5K- 48.55% |
$1.45M - $1.46M
|
28.1K
$1.45M
|
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-27.2K- 54.03% |
$1.49M - $1.5M
|
23.1K
$1.19M
|
|
|
Jan 25, 2021
Q4 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-29K- 45.89% |
$1.59M - $1.6M
|
34.2K
$1.76M
|
|
|
Jan 12, 2021
Q4 2020
|
Astor Investment Management LLC
|
SELL
|
- |
-30K- 8.27% |
$1.64M - $1.65M
|
333K
$17.1M
|
|
|
Feb 08, 2021
Q4 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-30K- 77.69% |
$1.64M - $1.66M
|
8.62K
$444K
|
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-34.1K- 25.38% |
$1.87M - $1.88M
|
100K
$5.16M
|
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-35.4K- 89.56% |
$1.94M - $1.95M
|
4.12K
$213K
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-35.5K- 52.01% |
$1.95M - $1.96M
|
32.8K
$1.69M
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-35.7K- 21.55% |
$1.95M - $1.97M
|
130K
$6.69M
|
|
|
Jan 19, 2021
Q4 2020
|
Tap Consulting, LLC
|
SELL
|
- |
-36.7K- 77.92% |
$2.01M - $2.02M
|
10.4K
$536K
|
|
|
Jan 26, 2021
Q4 2020
|
Csenge Advisory Group
|
SELL
|
- |
-37.2K- 44.38% |
$2.04M - $2.05M
|
46.6K
$2.4M
|
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-37.4K- 59.62% |
$2.05M - $2.06M
|
25.3K
$1.31M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39K- 62.67% |
$2.13M - $2.15M
|
23.2K
$1.2M
|
|
|
Feb 04, 2021
Q4 2020
|
Umb Bank, N.A.
|
SELL
|
- |
-39.2K- 11.98% |
$2.15M - $2.16M
|
288K
$14.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.9K- 5.74% |
$2.18M - $2.2M
|
655K
$33.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-39.9K- 10.75% |
$2.19M - $2.2M
|
331K
$17.1M
|
|
|
Jan 13, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-43.1K- 99.61% |
$2.36M - $2.38M
|
170
$8.76K
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-44.6KClosed |
$2.44M - $2.46M
|
0
$0
|
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-44.7K- 96.58% |
$2.45M - $2.47M
|
1.58K
$81.6K
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45.7K- 46.43% |
$2.5M - $2.52M
|
52.7K
$2.72M
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46.7K- 32.81% |
$2.56M - $2.58M
|
95.6K
$4.93M
|
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-48.3K- 48.32% |
$2.65M - $2.66M
|
51.6K
$2.66M
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-48.3K- 70.13% |
$2.65M - $2.66M
|
20.6K
$1.06M
|
|
|
Feb 17, 2021
Q4 2020
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-48.9K- 18.7% |
$2.68M - $2.7M
|
213K
$11M
|
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-57.2K- 64.89% |
$3.14M - $3.16M
|
31K
$1.6M
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-57.9K- 38.36% |
$3.17M - $3.19M
|
93K
$4.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-62.6K- 12.19% |
$3.43M - $3.45M
|
451K
$23.2M
|
|
|
Feb 19, 2021
Q4 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-63.8K- 42.06% |
$3.5M - $3.52M
|
87.9K
$4.53M
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67.7K- 3.45% |
$3.71M - $3.74M
|
1.89M
$97.6M
|
|
|
Feb 04, 2021
Q4 2020
|
Daniels&Tansey,Llp
|
SELL
|
- |
-68.9KClosed |
$3.78M - $3.8M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-73.6K- 7.28% |
$4.03M - $4.06M
|
938K
$48.4M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-75.4K- 94.84% |
$4.13M - $4.16M
|
4.1K
$212K
|
|
|
Feb 12, 2021
Q4 2020
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-85.8K- 23.69% |
$4.7M - $4.73M
|
276K
$14.2M
|