Purchases and Sales Made in Q4 2020 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

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 16, 2021 Q4 2020
First National Bank Of South Miami

BUY
 -
4.74K
+ 9.25%
$260K - $261K
56K $2.88M
Feb 01, 2021 Q4 2020
Hemington Wealth Management

BUY
 -
4.72K
New
$258K - $260K
4.72K $243K
Feb 10, 2021 Q4 2020
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
4.67K
New
$256K - $258K
4.67K $241K
Feb 08, 2021 Q4 2020
Elk River Wealth Management, LLC

BUY
 -
4.67K
New
$256K - $258K
4.67K $241K
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
4.67K
New
$256K - $257K
4.67K $241K
Feb 08, 2021 Q4 2020
Roundview Capital LLC

Princeton, NJ
BUY
 -
4.64K
+ 5.82%
$254K - $256K
84.4K $4.35M
Feb 02, 2021 Q4 2020
Delta Asset Management LLC

Memphis, TN
BUY
 -
4.63K
+ 2.26%
$254K - $255K
210K $10.8M
Feb 02, 2021 Q4 2020
Capital Insight Partners, LLC

BUY
 -
4.62K
+ 4.45%
$253K - $255K
108K $5.58M
Feb 11, 2021 Q4 2020
Orin Green Financial, LLC

BUY
 -
4.59K
New
$251K - $253K
4.59K $236K
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
BUY
 -
4.54K
+ 286.2%
$249K - $251K
6.13K $316K
Feb 18, 2021 Q4 2020
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
4.43K
+ 78.41%
$243K - $244K
10.1K $520K
Jan 21, 2021 Q4 2020
Kestra Private Wealth Services, LLC

BUY
 -
4.42K
+ 9.53%
$242K - $244K
50.8K $2.62M
Jan 19, 2021 Q4 2020
Colton Groome Financial Advisors, LLC

BUY
 -
4.4K
+ 66.81%
$241K - $243K
11K $566K
Jan 29, 2021 Q4 2020
Castle Rock Wealth Management, LLC

BUY
 -
4.39K
New
$240K - $242K
4.39K $226K
Jan 19, 2021 Q4 2020
Miracle Mile Advisors, LLC

BUY
 -
4.37K
+ 4.33%
$239K - $241K
105K $5.42M
Feb 11, 2021 Q4 2020
Armor Investment Advisors, LLC

BUY
 -
4.29K
+ 5.51%
$235K - $237K
82K $4.23M
Feb 05, 2021 Q4 2020
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
4.27K
New
$234K - $235K
4.27K $220K
Jan 28, 2021 Q4 2020
Montecito Bank & Trust

BUY
 -
4.24K
New
$233K - $234K
4.24K $219K
Feb 16, 2021 Q4 2020
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
4.18K
New
$229K - $231K
4.18K $216K
Feb 10, 2021 Q4 2020
Red Cedar Investment Management, LLC

BUY
 -
4.18K
+ 43.2%
$229K - $231K
13.9K $714K
Feb 04, 2021 Q4 2020
Surevest, LLC

Los Angeles, CA
BUY
 -
4.15K
+ 9.42%
$227K - $229K
48.2K $2.48M
Feb 11, 2021 Q4 2020
Maryland Capital Management

Towson, MD
BUY
 -
4.13K
New
$226K - $228K
4.13K $213K
Jan 27, 2021 Q4 2020
Wolff Wiese Magana LLC

BUY
 -
4.1K
New
$224K - $226K
4.1K $211K
Feb 16, 2021 Q4 2020
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
4.08K
+ 14.39%
$224K - $225K
32.5K $1.67M
Jan 15, 2021 Q4 2020
Monument Capital Management

BUY
 -
4.08K
+ 9.7%
$224K - $225K
46.2K $2.38M
Jan 11, 2021 Q4 2020
Chesley Taft & Associates LLC

BUY
 -
4.07K
+ 4.94%
$223K - $224K
86.3K $4.45M
Feb 08, 2021 Q4 2020
Stockman Wealth Management, Inc.

BUY
 -
4.04K
+ 11.85%
$221K - $223K
38.2K $1.97M
Jan 19, 2021 Q4 2020
Gilman Hill Asset Management, LLC

BUY
 -
4.01K
New
$219K - $221K
4.01K $206K
Feb 16, 2021 Q4 2020
Two Sigma Securities, LLC

New York, NY
BUY
 -
4K
New
$219K - $221K
4K $206K
Feb 03, 2021 Q4 2020
West Coast Financial LLC

BUY
 -
3.96K
New
$217K - $219K
3.96K $204K
Feb 08, 2021 Q4 2020
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
3.93K
+ 0.21%
$215K - $217K
1.88M $97.1M
Feb 17, 2021 Q4 2020
Wealth Dimensions Group, Ltd.

BUY
 -
3.91K
New
$214K - $216K
3.91K $202K
Jul 08, 2021 Q4 2020
Smith Anglin Financial, LLC

BUY
 -
3.82K
New
$209K - $211K
3.82K $197K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.82K
+ 4.1%
$209K - $211K
96.9K $4.99M
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
3.81K
+ 38.52%
$209K - $210K
13.7K $706K
Feb 12, 2021 Q4 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.8K
New
$208K - $209K
3.8K $196K
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.77K
New
$207K - $208K
3.77K $194K
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.68K
+ 7.66%
$201K - $203K
51.7K $2.66M
Jul 28, 2022 Q4 2020
Sanford Advisory Services, LLC

BUY
 -
3.65K
New
$200K - $202K
3.65K $188K
Jan 28, 2021 Q4 2020
New Potomac Partners, LLC

BUY
 -
3.65K
+ 8.35%
$200K - $201K
47.4K $2.44M
Jan 19, 2021 Q4 2020
Investment Partners, Ltd.

BUY
 -
3.59K
+ 12.31%
$197K - $198K
32.8K $1.69M
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.4K
+ 8.77%
$186K - $188K
42.2K $2.17M
Feb 10, 2021 Q4 2020
Keel Point, LLC

Huntsville, AL
BUY
 -
3.36K
+ 10.98%
$184K - $185K
34K $1.75M
Jan 28, 2021 Q4 2020
Comerica Bank

BUY
 -
3.36K
+ 13.51%
$184K - $185K
28.2K $1.45M
Feb 16, 2021 Q4 2020
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
3.36K
+ 2.75%
$184K - $185K
125K $6.45M
Jan 26, 2021 Q4 2020
Fullen Financial Group

BUY
 -
3.35K
+ 1.5%
$183K - $185K
227K $11.7M
Feb 16, 2021 Q4 2020
Wilshire Advisors LLC

Santa Monica, CA
BUY
 -
3.29K
+ 6.29%
$180K - $182K
55.7K $2.87M
Feb 12, 2021 Q4 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.28K
+ 0.46%
$180K - $181K
718K $37M
Feb 11, 2021 Q4 2020
Wharton Business Group, LLC

Malvern, PA
BUY
 -
3.28K
+ 6.68%
$179K - $181K
52.3K $2.7M

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