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 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.9K+ 49.56% |
$1.25M - $1.26M
|
69K
$3.58M
|
|
|
Feb 10, 2021
Q4 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
22.4K+ 4.77% |
$1.23M - $1.24M
|
492K
$25.5M
|
|
|
Jan 14, 2021
Q4 2020
|
Bogart Wealth, LLC
|
BUY
|
- |
22.2K+ 7.5% |
$1.22M - $1.22M
|
318K
$16.5M
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22K+ 70.26% |
$1.21M - $1.21M
|
53.3K
$2.77M
|
|
|
Feb 05, 2021
Q4 2020
|
First National Bank Of Hutchinson
|
BUY
|
- |
22KNew |
$1.2M - $1.21M
|
22K
$1.14M
|
|
|
Jan 29, 2021
Q4 2020
|
One Day In July LLC
|
BUY
|
- |
21.9KNew |
$1.2M - $1.21M
|
21.9K
$1.14M
|
|
|
Feb 11, 2021
Q4 2020
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
21.9K+ 250.77% |
$1.2M - $1.21M
|
30.6K
$1.59M
|
|
|
Jan 15, 2021
Q4 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21.7KNew |
$1.19M - $1.2M
|
21.7K
$1.13M
|
|
|
May 10, 2021
Q4 2020
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21.7KNew |
$1.19M - $1.2M
|
21.7K
$1.12M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.7K+ 20.64% |
$1.19M - $1.2M
|
127K
$6.57M
|
|
|
Feb 05, 2021
Q4 2020
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
21.3KNew |
$1.17M - $1.18M
|
21.3K
$1.11M
|
|
|
Feb 01, 2021
Q4 2020
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
20.7KNew |
$1.13M - $1.14M
|
20.7K
$1.07M
|
|
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
20.6K+ 10.64% |
$1.13M - $1.14M
|
214K
$11.1M
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
20.4K+ 15.99% |
$1.12M - $1.12M
|
148K
$7.67M
|
|
|
Feb 01, 2021
Q4 2020
|
Peoples Bank
|
BUY
|
- |
20K+ 17.57% |
$1.1M - $1.11M
|
134K
$6.96M
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20K+ 200.0% |
$1.1M - $1.1M
|
30K
$1.56M
|
|
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
19.3KNew |
$1.06M - $1.07M
|
19.3K
$1M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3KNew |
$1.06M - $1.07M
|
19.3K
$1M
|
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.3K+ 127.34% |
$1.06M - $1.06M
|
34.4K
$1.78M
|
|
|
Feb 10, 2021
Q4 2020
|
Hnp Capital LLC
|
BUY
|
- |
19.2K+ 4.99% |
$1.05M - $1.06M
|
403K
$20.9M
|
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
19.1KNew |
$1.04M - $1.05M
|
19.1K
$989K
|
|
|
Jan 07, 2021
Q4 2020
|
Summit Financial Group, Inc.
|
BUY
|
- |
18.6K+ 104.61% |
$1.02M - $1.03M
|
36.4K
$1.89M
|
|
|
Apr 12, 2021
Q4 2020
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.02M - $1.02M
|
18.5K
$962K
|
|
|
Jan 21, 2021
Q4 2020
|
Pds Planning, Inc
|
BUY
|
- |
18.3K+ 18.77% |
$1M - $1.01M
|
116K
$6.01M
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18.2K+ 7.15% |
$1M - $1.01M
|
273K
$14.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
18.2K+ 8.12% |
$995K - $1M
|
242K
$12.5M
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18.1K+ 9.49% |
$989K - $996K
|
208K
$10.8M
|
|
|
Jan 13, 2021
Q4 2020
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
18K+ 17.96% |
$987K - $994K
|
118K
$6.14M
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
17.6KNew |
$964K - $971K
|
17.6K
$913K
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.5KNew |
$959K - $966K
|
17.5K
$908K
|
|
|
Feb 16, 2021
Q4 2020
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16.5KNew |
$906K - $912K
|
16.5K
$858K
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.5K+ 24.1% |
$903K - $909K
|
84.8K
$4.4M
|
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
16.4K+ 10.76% |
$900K - $907K
|
169K
$8.78M
|
|
|
Jan 19, 2021
Q4 2020
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$898K - $904K
|
16.4K
$851K
|
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.2KNew |
$886K - $892K
|
16.2K
$839K
|
|
|
Feb 16, 2021
Q4 2020
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
16K+ 13.74% |
$879K - $885K
|
133K
$6.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
- |
16KNew |
$877K - $883K
|
16K
$830K
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 396.62% |
$855K - $861K
|
19.5K
$1.01M
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
15.1K+ 1183.96% |
$829K - $835K
|
16.4K
$851K
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$828K - $833K
|
15.1K
$784K
|
|
|
Feb 12, 2021
Q4 2020
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
14.9KNew |
$815K - $821K
|
14.9K
$772K
|
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.8KNew |
$810K - $816K
|
14.8K
$767K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.8K+ 3.47% |
$809K - $815K
|
441K
$22.9M
|
|
|
Jan 26, 2021
Q4 2020
|
Hollencrest Capital Management
|
BUY
|
- |
14.4K+ 10.61% |
$786K - $792K
|
150K
$7.76M
|
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1K+ 42.35% |
$775K - $781K
|
47.6K
$2.47M
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
14.1K+ 102.87% |
$775K - $780K
|
27.9K
$1.45M
|
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.9K+ 9.02% |
$760K - $766K
|
168K
$8.7M
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 25.32% |
$758K - $763K
|
68.5K
$3.55M
|
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.6KNew |
$746K - $751K
|
13.6K
$706K
|
|
|
Feb 11, 2021
Q4 2020
|
Center For Asset Management LLC
|
BUY
|
- |
13.5KNew |
$741K - $746K
|
13.5K
$702K
|