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 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.14KNew |
$446K - $449K
|
8.14K
$419K
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8KNew |
$438K - $441K
|
8K
$412K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
BUY
|
- |
7.91K+ 1.78% |
$433K - $436K
|
453K
$23.4M
|
|
Feb 12, 2021
Q4 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.89K+ 18.83% |
$432K - $435K
|
49.8K
$2.57M
|
|
Feb 12, 2021
Q4 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
7.8K+ 46.99% |
$427K - $430K
|
24.4K
$1.26M
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.78K+ 41.08% |
$426K - $429K
|
26.7K
$1.38M
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
7.76K+ 184.99% |
$425K - $428K
|
12K
$616K
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.76KNew |
$425K - $428K
|
7.76K
$400K
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.67KNew |
$420K - $423K
|
7.67K
$395K
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.56K+ 11.24% |
$414K - $417K
|
74.8K
$3.85M
|
|
Jan 22, 2021
Q4 2020
|
Aries Wealth Management
|
BUY
|
- |
7.24K+ 9.15% |
$396K - $399K
|
86.3K
$4.45M
|
|
Jan 11, 2021
Q4 2020
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.19K+ 119.18% |
$394K - $397K
|
13.2K
$681K
|
|
Feb 05, 2021
Q4 2020
|
1900 Wealth Management LLC
|
BUY
|
- |
7.05KNew |
$386K - $389K
|
7.05K
$363K
|
|
Jan 26, 2021
Q4 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.92K+ 6.97% |
$379K - $382K
|
106K
$5.47M
|
|
Feb 16, 2021
Q4 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.9K+ 66.25% |
$378K - $381K
|
17.3K
$892K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.37K+ 4.5% |
$349K - $351K
|
148K
$7.63M
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.37K+ 94.51% |
$349K - $351K
|
13.1K
$675K
|
|
Feb 03, 2021
Q4 2020
|
Bank Hapoalim Bm
|
BUY
|
- |
6.28K+ 12.53% |
$344K - $347K
|
56.4K
$2.91M
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.27K+ 42.76% |
$343K - $346K
|
20.9K
$1.08M
|
|
Feb 10, 2021
Q4 2020
|
Flc Capital Advisors
|
BUY
|
- |
6.26K+ 3.32% |
$343K - $345K
|
195K
$10M
|
|
Jan 26, 2021
Q4 2020
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.18K+ 5.53% |
$339K - $341K
|
118K
$6.08M
|
|
Feb 26, 2021
Q4 2020
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6.18KNew |
$338K - $341K
|
6.18K
$318K
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.02K+ 77.05% |
$330K - $332K
|
13.8K
$713K
|
|
Jan 29, 2021
Q4 2020
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.02KNew |
$330K - $332K
|
6.02K
$310K
|
|
Jan 20, 2021
Q4 2020
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
6K+ 46.11% |
$329K - $331K
|
19K
$980K
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.95KNew |
$326K - $328K
|
5.95K
$307K
|
|
Feb 16, 2021
Q4 2020
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.94K+ 0.87% |
$325K - $328K
|
686K
$35.4M
|
|
Jan 20, 2021
Q4 2020
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.83KNew |
$320K - $322K
|
5.83K
$301K
|
|
Feb 04, 2021
Q4 2020
|
Wbi Investments, Inc.
|
BUY
|
- |
5.77KNew |
$316K - $318K
|
5.77K
$297K
|
|
Jan 15, 2021
Q4 2020
|
Private Capital Management LLC
|
BUY
|
- |
5.75K+ 113.56% |
$315K - $317K
|
10.8K
$557K
|
|
Jan 28, 2021
Q4 2020
|
Kingfisher Capital LLC
|
BUY
|
- |
5.73K+ 3.76% |
$314K - $316K
|
158K
$8.15M
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.7K+ 82.86% |
$312K - $314K
|
12.6K
$648K
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
BUY
|
- |
5.61K+ 13.88% |
$307K - $309K
|
46K
$2.37M
|
|
Feb 08, 2021
Q4 2020
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.6K+ 83.82% |
$307K - $309K
|
12.3K
$633K
|
|
Feb 05, 2021
Q4 2020
|
Ntv Asset Management LLC
|
BUY
|
- |
5.56K+ 2.39% |
$305K - $307K
|
238K
$12.3M
|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.55K+ 25.7% |
$304K - $306K
|
27.2K
$1.4M
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.55K+ 7.49% |
$304K - $306K
|
79.6K
$4.1M
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.32K+ 5.39% |
$292K - $294K
|
104K
$5.36M
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
BUY
|
- |
5.29K+ 6.37% |
$290K - $292K
|
88.3K
$4.55M
|
|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.28K+ 4.93% |
$290K - $292K
|
112K
$5.8M
|
|
Feb 10, 2021
Q4 2020
|
Courier Capital LLC
|
BUY
|
- |
5.21K+ 8.53% |
$285K - $287K
|
66.3K
$3.42M
|
|
Jan 25, 2021
Q4 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.14K+ 12.76% |
$281K - $283K
|
45.4K
$2.34M
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.03K+ 2.81% |
$275K - $277K
|
184K
$9.48M
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5K+ 8.24% |
$274K - $276K
|
65.6K
$3.38M
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.97KNew |
$272K - $274K
|
4.97K
$256K
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
BUY
|
- |
4.85K+ 33.94% |
$266K - $268K
|
19.1K
$986K
|
|
Feb 16, 2021
Q4 2020
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.83KNew |
$264K - $266K
|
4.83K
$249K
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
4.81K+ 12.5% |
$263K - $265K
|
43.3K
$2.23M
|
|
Jan 27, 2021
Q4 2020
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.8K+ 13.74% |
$263K - $265K
|
39.7K
$2.05M
|
|
Jan 26, 2021
Q4 2020
|
Excalibur Management Corp
|
BUY
|
- |
4.75K+ 37.94% |
$260K - $262K
|
17.3K
$889K
|