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 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
3.13K+ 9.01% |
$171K - $173K
|
37.9K
$1.96M
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.12KNew |
$171K - $172K
|
3.12K
$162K
|
|
Feb 02, 2021
Q4 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.08K+ 10.08% |
$169K - $170K
|
33.6K
$1.74M
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.08K+ 28.02% |
$169K - $170K
|
14.1K
$729K
|
|
Jan 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.92K+ 71.1% |
$160K - $161K
|
7.02K
$364K
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.91KNew |
$159K - $161K
|
2.91K
$151K
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.85K+ 12.75% |
$156K - $157K
|
25.2K
$1.31M
|
|
Jan 19, 2021
Q4 2020
|
Autus Asset Management, LLC
|
BUY
|
- |
2.82K+ 2.58% |
$154K - $155K
|
112K
$5.8M
|
|
Feb 12, 2021
Q4 2020
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.81K+ 1.77% |
$154K - $155K
|
161K
$8.37M
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.78K+ 28.49% |
$152K - $153K
|
12.5K
$649K
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.71K+ 2.48% |
$148K - $149K
|
112K
$5.79M
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.65K+ 122.57% |
$145K - $146K
|
4.81K
$250K
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 18.31% |
$142K - $143K
|
16.8K
$870K
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 0.63% |
$140K - $141K
|
405K
$21M
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.54K+ 6.8% |
$139K - $140K
|
39.9K
$2.07M
|
|
Jan 25, 2021
Q4 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.49K+ 4.35% |
$136K - $137K
|
59.7K
$3.1M
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.48K+ 15.66% |
$136K - $137K
|
18.3K
$951K
|
|
Feb 09, 2021
Q4 2020
|
360 Financial, Inc.
|
BUY
|
- |
2.42K+ 14.95% |
$133K - $134K
|
18.6K
$966K
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
BUY
|
- |
2.3K+ 75.36% |
$126K - $127K
|
5.35K
$278K
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.3K+ 1.36% |
$126K - $127K
|
171K
$8.89M
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
2.27K+ 2.52% |
$124K - $125K
|
92.4K
$4.8M
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
2.25K+ 9.4% |
$123K - $124K
|
26.2K
$1.36M
|
|
Feb 10, 2021
Q4 2020
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.2K+ 33.74% |
$121K - $121K
|
8.72K
$452K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.2KNew |
$121K - $121K
|
2.2K
$114K
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
2.19KNew |
$120K - $121K
|
2.19K
$114K
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.16K+ 13.3% |
$118K - $119K
|
18.4K
$952K
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.15K+ 413.24% |
$118K - $119K
|
2.67K
$139K
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.12K+ 27.93% |
$116K - $117K
|
9.7K
$503K
|
|
Feb 02, 2021
Q4 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.1K+ 26.42% |
$115K - $116K
|
10.1K
$521K
|
|
Jan 26, 2021
Q4 2020
|
Diversified, LLC
|
BUY
|
- |
2.06KNew |
$113K - $114K
|
2.06K
$107K
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.05K+ 26.01% |
$112K - $113K
|
9.94K
$516K
|
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.96K+ 169.97% |
$107K - $108K
|
3.11K
$161K
|
|
Feb 16, 2021
Q4 2020
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.94K+ 11.3% |
$106K - $107K
|
19.1K
$990K
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 73.41% |
$105K - $106K
|
4.54K
$236K
|
|
Jan 28, 2021
Q4 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.85K+ 2.26% |
$101K - $102K
|
83.7K
$4.34M
|
|
Feb 16, 2021
Q4 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.85K+ 3.1% |
$101K - $102K
|
61.6K
$3.19M
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 4.67% |
$101K - $101K
|
41.1K
$2.13M
|
|
Mar 05, 2021
Q4 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.78K+ 8.36% |
$97.7K - $98.4K
|
23.1K
$1.2M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 4.33% |
$96.4K - $97K
|
42.4K
$2.2M
|
|
Feb 12, 2021
Q4 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.68K+ 80.77% |
$92K - $92.7K
|
3.76K
$195K
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
1.65KNew |
$90.5K - $91.1K
|
1.65K
$85.7K
|
|
Feb 01, 2021
Q4 2020
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.58K+ 12.56% |
$86.3K - $86.9K
|
14.1K
$732K
|
|
Feb 11, 2021
Q4 2020
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.56K+ 18.03% |
$85.3K - $85.9K
|
10.2K
$529K
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$83.1K - $83.6K
|
1.52K
$78.7K
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.51K+ 8.45% |
$82.7K - $83.3K
|
19.4K
$1.01M
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
1.49K+ 8.35% |
$81.6K - $82.1K
|
19.3K
$1M
|
|
Feb 16, 2021
Q4 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.47K+ 31.43% |
$80.7K - $81.2K
|
6.16K
$319K
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.47K+ 50.36% |
$80.3K - $80.9K
|
4.38K
$227K
|
|
Feb 17, 2021
Q4 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.44K+ 20.71% |
$79K - $79.6K
|
8.41K
$436K
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.39K+ 30.39% |
$76.3K - $76.9K
|
5.98K
$310K
|