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 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149K+ 7.82% |
$8.15M - $8.21M
|
2.05M
$106M
|
|
Jan 26, 2021
Q4 2020
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
144K+ 8.59% |
$7.89M - $7.95M
|
1.82M
$93.8M
|
|
Feb 16, 2021
Q4 2020
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
142KNew |
$7.8M - $7.86M
|
142K
$7.34M
|
|
Apr 24, 2024
Q4 2020
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
142K+ 1118.84% |
$7.79M - $7.85M
|
155K
$7.98M
|
|
Jan 21, 2021
Q4 2020
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
132K+ 324.3% |
$7.23M - $7.28M
|
173K
$8.89M
|
|
Mar 01, 2021
Q4 2020
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
120KNew |
$6.55M - $6.59M
|
120K
$6.16M
|
|
Feb 05, 2021
Q4 2020
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
105K+ 74.1% |
$5.75M - $5.79M
|
247K
$12.7M
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104K+ 217.46% |
$5.67M - $5.71M
|
151K
$7.79M
|
|
Feb 16, 2021
Q4 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
103K+ 10.56% |
$5.65M - $5.69M
|
1.08M
$55.7M
|
|
Feb 04, 2021
Q4 2020
|
Matson Money. Inc.
|
BUY
|
- |
102K+ 1.01% |
$5.59M - $5.63M
|
10.2M
$526M
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
100K+ 80.15% |
$5.49M - $5.53M
|
225K
$11.6M
|
|
Jan 28, 2021
Q4 2020
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
99.1K+ 397.08% |
$5.43M - $5.47M
|
124K
$6.39M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
98.3KNew |
$5.39M - $5.42M
|
98.3K
$5.07M
|
|
Feb 16, 2021
Q4 2020
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
95KNew |
$5.2M - $5.24M
|
95K
$4.89M
|
|
Feb 03, 2021
Q4 2020
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
92.7K+ 14.34% |
$5.08M - $5.12M
|
739K
$38.1M
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
92.6KNew |
$5.07M - $5.11M
|
92.6K
$4.77M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.4K+ 1.81% |
$4.95M - $4.99M
|
5.08M
$262M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89.1K+ 43.59% |
$4.88M - $4.91M
|
293K
$15.1M
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
BUY
|
- |
85.2K+ 37.28% |
$4.67M - $4.7M
|
314K
$16.2M
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
84K+ 4117.8% |
$4.6M - $4.63M
|
86K
$4.43M
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
82.9KNew |
$4.54M - $4.57M
|
82.9K
$4.27M
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
82.9KNew |
$4.54M - $4.57M
|
82.9K
$4.27M
|
|
Jan 20, 2021
Q4 2020
|
Buffington Mohr Mc Neal
|
BUY
|
- |
82K+ 14.27% |
$4.49M - $4.52M
|
657K
$33.9M
|
|
Jan 25, 2021
Q4 2020
|
Ifs Advisors, LLC
|
BUY
|
- |
80.3KNew |
$4.4M - $4.43M
|
80.3K
$4.14M
|
|
Feb 05, 2021
Q4 2020
|
Summitry LLC
Foster City, CA |
BUY
|
- |
78.5K+ 6.07% |
$4.3M - $4.33M
|
1.37M
$70.7M
|
|
Feb 16, 2021
Q4 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
77.9KNew |
$4.27M - $4.3M
|
77.9K
$4.01M
|
|
Jan 26, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
76.5K+ 998.36% |
$4.19M - $4.22M
|
84.2K
$4.34M
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
72.9K+ 100.0% |
$3.99M - $4.02M
|
146K
$7.51M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
71.3KNew |
$3.91M - $3.93M
|
71.3K
$3.67M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
66.7K+ 1625.85% |
$3.66M - $3.68M
|
70.8K
$3.65M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.2K+ 7.12% |
$3.63M - $3.65M
|
995K
$51.3M
|
|
Feb 01, 2021
Q4 2020
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
65.3KNew |
$3.58M - $3.6M
|
65.3K
$3.37M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65.1K+ 11.91% |
$3.57M - $3.59M
|
612K
$31.5M
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
65.1K+ 48.7% |
$3.57M - $3.59M
|
199K
$10.2M
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
65.1K+ 48.7% |
$3.57M - $3.59M
|
199K
$10.2M
|
|
Feb 16, 2021
Q4 2020
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
63.9K+ 20.94% |
$3.5M - $3.53M
|
369K
$19M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.5K+ 16.31% |
$3.2M - $3.23M
|
417K
$21.5M
|
|
Feb 01, 2021
Q4 2020
|
Prosperity Planning, Inc.
|
BUY
|
- |
56.2KNew |
$3.08M - $3.1M
|
56.2K
$2.9M
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
56.1K+ 15.93% |
$3.08M - $3.1M
|
409K
$21.1M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
55.3K+ 29.08% |
$3.03M - $3.05M
|
245K
$12.6M
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.8KNew |
$3M - $3.02M
|
54.8K
$2.83M
|
|
Jan 19, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
54.1K+ 31841.18% |
$2.97M - $2.99M
|
54.3K
$2.8M
|
|
Jan 20, 2021
Q4 2020
|
Sabal Trust CO
|
BUY
|
- |
54K+ 25.98% |
$2.96M - $2.98M
|
262K
$13.5M
|
|
Feb 04, 2021
Q4 2020
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
52.4K+ 6.36% |
$2.87M - $2.89M
|
876K
$45.1M
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.3KNew |
$2.81M - $2.83M
|
51.3K
$2.64M
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.2K+ 229.9% |
$2.75M - $2.77M
|
72.1K
$3.72M
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
47.7KNew |
$2.61M - $2.63M
|
47.7K
$2.46M
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
BUY
|
- |
46.9K+ 459.18% |
$2.57M - $2.59M
|
57.1K
$2.94M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.9K+ 151.08% |
$2.52M - $2.53M
|
76.3K
$3.93M
|
|
Feb 10, 2021
Q4 2020
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
45K+ 64.99% |
$2.46M - $2.48M
|
114K
$5.88M
|