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 10, 2021
Q4 2020
|
Strategic Equity Management
|
BUY
|
- |
44.8KNew |
$2.46M - $2.47M
|
44.8K
$2.31M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
44.6K+ 2.7% |
$2.44M - $2.46M
|
1.7M
$87.4M
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.5K+ 9.52% |
$2.44M - $2.46M
|
512K
$26.4M
|
|
Jan 14, 2021
Q4 2020
|
Bellecapital International Ltd.
|
BUY
|
- |
44.4K+ 95.77% |
$2.43M - $2.45M
|
90.8K
$4.68M
|
|
Feb 16, 2021
Q4 2020
|
Td Asset Management Inc
|
BUY
|
- |
43.9K+ 17.57% |
$2.41M - $2.42M
|
294K
$15.1M
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
42.6K+ 51.49% |
$2.33M - $2.35M
|
125K
$6.46M
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
42KNew |
$2.3M - $2.32M
|
42K
$2.17M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.6K+ 9.8% |
$2.28M - $2.29M
|
466K
$24M
|
|
Feb 16, 2021
Q4 2020
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40.9KNew |
$2.24M - $2.26M
|
40.9K
$2.11M
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
40.7K+ 23.41% |
$2.23M - $2.24M
|
214K
$11.1M
|
|
Feb 10, 2021
Q4 2020
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
40.7K+ 92.23% |
$2.23M - $2.24M
|
84.7K
$4.37M
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
40.5K+ 11.85% |
$2.22M - $2.24M
|
383K
$19.7M
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
40.5KNew |
$2.22M - $2.23M
|
40.5K
$2.09M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40K+ 10.48% |
$2.19M - $2.21M
|
422K
$21.7M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
39.9K+ 499.39% |
$2.19M - $2.2M
|
47.9K
$2.47M
|
|
Feb 03, 2021
Q4 2020
|
Western Financial Corporation
|
BUY
|
- |
39.1KNew |
$2.14M - $2.16M
|
39.1K
$2.01M
|
|
Feb 08, 2021
Q4 2020
|
Sp Asset Management
|
BUY
|
- |
38.9K+ 23.95% |
$2.13M - $2.14M
|
201K
$10.4M
|
|
Jan 21, 2021
Q4 2020
|
Next Capital Advisers, Inc.
|
BUY
|
- |
38.5K+ 33.19% |
$2.11M - $2.13M
|
155K
$7.97M
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
BUY
|
- |
38.3K+ 39.84% |
$2.1M - $2.11M
|
134K
$6.93M
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37.7K+ 6.63% |
$2.07M - $2.08M
|
607K
$31.3M
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
37.5K+ 25.57% |
$2.05M - $2.07M
|
184K
$9.48M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.2KNew |
$2.04M - $2.05M
|
37.2K
$1.92M
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
37KNew |
$2.02M - $2.04M
|
37K
$1.9M
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
36.9K+ 24.22% |
$2.02M - $2.04M
|
189K
$9.75M
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
36.8K+ 462.38% |
$2.02M - $2.03M
|
44.7K
$2.31M
|
|
Feb 11, 2021
Q4 2020
|
Scotia Capital Inc.
|
BUY
|
- |
35.7K+ 16.4% |
$1.95M - $1.97M
|
253K
$13M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
35.7KNew |
$1.95M - $1.97M
|
35.7K
$1.84M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.4K+ 72.26% |
$1.94M - $1.95M
|
84.4K
$4.35M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35K+ 10.61% |
$1.92M - $1.93M
|
364K
$18.8M
|
|
Feb 05, 2021
Q4 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
34.4KNew |
$1.88M - $1.9M
|
34.4K
$1.77M
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
33.8K+ 10.5% |
$1.85M - $1.86M
|
355K
$18.3M
|
|
Feb 11, 2021
Q4 2020
|
Destination Wealth Management
|
BUY
|
- |
33.1K+ 3.21% |
$1.81M - $1.82M
|
1.06M
$54.8M
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
BUY
|
- |
32.2KNew |
$1.77M - $1.78M
|
32.2K
$1.66M
|
|
Feb 05, 2021
Q4 2020
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.1K+ 2.86% |
$1.65M - $1.66M
|
1.08M
$55.9M
|
|
Jan 25, 2021
Q4 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
30K+ 32.87% |
$1.64M - $1.66M
|
121K
$6.25M
|
|
Feb 12, 2021
Q4 2020
|
Lutz Financial Services LLC
|
BUY
|
- |
29.9K+ 8.29% |
$1.64M - $1.65M
|
391K
$20.1M
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
29.8KNew |
$1.63M - $1.65M
|
29.8K
$1.54M
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.7K+ 129.2% |
$1.63M - $1.64M
|
52.7K
$2.71M
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
28.8KNew |
$1.58M - $1.59M
|
28.8K
$1.48M
|
|
Feb 12, 2021
Q4 2020
|
Oak Family Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.58M - $1.59M
|
28.8K
$1.48M
|
|
Feb 12, 2021
Q4 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
27.6K+ 171.46% |
$1.51M - $1.52M
|
43.8K
$2.26M
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.4K+ 18.24% |
$1.5M - $1.51M
|
178K
$9.16M
|
|
Feb 01, 2021
Q4 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26.9K+ 43.93% |
$1.47M - $1.48M
|
88.2K
$4.54M
|
|
Jan 20, 2021
Q4 2020
|
Welch & Forbes LLC
|
BUY
|
- |
26.5K+ 11.55% |
$1.45M - $1.46M
|
256K
$13.2M
|
|
Jan 25, 2021
Q4 2020
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25.7K+ 5.95% |
$1.41M - $1.42M
|
457K
$23.6M
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25.3K+ 27.86% |
$1.39M - $1.4M
|
116K
$6M
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.8K+ 10.3% |
$1.36M - $1.37M
|
265K
$13.7M
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.2K+ 74.84% |
$1.33M - $1.34M
|
56.5K
$2.91M
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24.2KNew |
$1.33M - $1.33M
|
24.2K
$1.25M
|
|
Feb 16, 2021
Q4 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.2K+ 18.35% |
$1.32M - $1.33M
|
156K
$8.03M
|