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 02, 2021 Q4 2020
West Financial Advisors, LLC

BUY
 -
1.39K
New
$76K - $76.6K
1.39K $72K
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

BUY
 -
1.39K
+ 6.29%
$75.9K - $76.5K
23.4K $1.21M
Feb 01, 2021 Q4 2020
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
1.38K
New
$75.3K - $75.9K
1.38K $71.3K
Feb 16, 2021 Q4 2020
Private Portfolio Partners LLC

BUY
 -
1.36K
+ 4.79%
$74.7K - $75.3K
29.8K $1.55M
Mar 14, 2023 Q4 2020
Private Portfolio Partners LLC

BUY
 -
1.36K
+ 4.79%
$74.7K - $75.3K
29.8K $1.55M
Feb 09, 2021 Q4 2020
Avidian Wealth Solutions, LLC

BUY
 -
1.32K
+ 4.28%
$72.2K - $72.7K
32.1K $1.67M
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

BUY
 -
1.31K
+ 4.97%
$72K - $72.5K
27.8K $1.44M
Feb 12, 2021 Q4 2020
Godsey & Gibb Associates

BUY
 -
1.29K
+ 10.53%
$70.4K - $70.9K
13.5K $700K
Feb 25, 2021 Q4 2020
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
1.28K
+ 2.9%
$70.1K - $70.6K
45.3K $2.35M
Feb 11, 2021 Q4 2020
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.21K
+ 4.73%
$66.2K - $66.7K
26.8K $1.39M
Feb 16, 2021 Q4 2020
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
1.18K
+ 1.35%
$64.8K - $65.2K
88.7K $4.6M
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

BUY
 -
1.16K
+ 14.46%
$63.7K - $64.2K
9.21K $478K
Feb 09, 2021 Q4 2020
Hanlon Investment Management, Inc.

BUY
 -
1.16K
+ 16.67%
$63.6K - $64K
8.12K $421K
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.14K
+ 58.1%
$62.3K - $62.7K
3.09K $161K
Feb 12, 2021 Q4 2020
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
1.11K
+ 14.94%
$60.7K - $61.1K
8.52K $442K
Feb 16, 2021 Q4 2020
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.1K
+ 0.7%
$60.3K - $60.7K
159K $8.26M
Feb 12, 2021 Q4 2020
Fusion Capital, LLC

BUY
 -
1.07K
+ 23.71%
$58.6K - $59K
5.58K $290K
Feb 16, 2021 Q4 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1K
+ 18.58%
$55K - $55.4K
6.41K $332K
Mar 09, 2021 Q4 2020
Defined Wealth Management, LLC

BUY
 -
1K
New
$54.8K - $55.2K
1K $51.9K
Feb 16, 2021 Q4 2020
Concord Wealth Partners

BUY
 -
999
New
$54.7K - $55.1K
999 $51.8K
Feb 16, 2021 Q4 2020
Aspire Private Capital, LLC

BUY
 -
966
+ 3.74%
$52.9K - $53.3K
26.8K $1.39M
Feb 10, 2021 Q4 2020
Cfm Wealth Partners LLC

BUY
 -
945
+ 7.95%
$51.8K - $52.1K
12.8K $665K
Feb 02, 2021 Q4 2020
Meitav Dash Investments LTD

BUY
 -
931
+ 14.17%
$51K - $51.4K
7.5K $389K
Feb 04, 2021 Q4 2020
Sigma Investment Counselors Inc

BUY
 -
930
+ 24.12%
$51K - $51.3K
4.79K $248K
Feb 09, 2021 Q4 2020
Aft, Forsyth & Company, Inc.

BUY
 -
915
+ 3.7%
$50.1K - $50.5K
25.6K $1.33M
Feb 12, 2021 Q4 2020
Cpwm, LLC

Seattle, WA
BUY
 -
914
+ 0.62%
$50.1K - $50.4K
149K $7.75M
Feb 05, 2021 Q4 2020
Ifrah Financial Services, Inc.

BUY
 -
848
+ 2.47%
$46.5K - $46.8K
35.2K $1.83M
Feb 12, 2021 Q4 2020
Cibc Private Wealth Group, LLC

BUY
 -
800
+ 6.88%
$43.8K - $44.1K
12.4K $645K
Feb 03, 2021 Q4 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
787
+ 9.69%
$43.1K - $43.4K
8.91K $462K
Jan 26, 2021 Q4 2020
Janiczek Wealth Management, LLC

BUY
 -
785
New
$43K - $43.3K
785 $40.7K
Feb 08, 2021 Q4 2020
Cibc World Market Inc.

Toronto, A6
BUY
 -
771
+ 1.26%
$42.2K - $42.5K
62.1K $3.22M
Feb 11, 2021 Q4 2020
Clifford Swan Investment Counsel LLC

BUY
 -
760
+ 18.23%
$41.6K - $41.9K
4.93K $256K
Feb 09, 2021 Q4 2020
Founders Financial Securities LLC

BUY
 -
731
+ 4.08%
$40.1K - $40.3K
18.6K $967K
Feb 08, 2021 Q4 2020
Jones Financial Companies Lllp

BUY
 -
725
New
$39.7K - $40K
725 $37.6K
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
703
+ 6.08%
$38.5K - $38.8K
12.3K $636K
Dec 19, 2024 Q4 2020
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
700
+ 10.25%
$38.4K - $38.6K
7.53K $391K
Feb 08, 2021 Q4 2020
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
700
+ 14.14%
$38.4K - $38.6K
5.65K $293K
Feb 16, 2021 Q4 2020
Phillips Financial Management, LLC

BUY
 -
646
+ 5.84%
$35.4K - $35.6K
11.7K $608K
Feb 01, 2021 Q4 2020
Camden National Bank

Camden, ME
BUY
 -
637
+ 9.74%
$34.9K - $35.1K
7.18K $372K
Feb 09, 2021 Q4 2020
Omni Star Financial Group, Inc.

BUY
 -
636
+ 7.77%
$34.8K - $35.1K
8.83K $458K
Feb 12, 2021 Q4 2020
Montag A & Associates Inc

Atlanta, GA
BUY
 -
620
New
$34K - $34.2K
620 $32.2K
Jan 19, 2021 Q4 2020
First Command Bank

BUY
 -
600
New
$32.9K - $33.1K
600 $31.1K
Jan 19, 2021 Q4 2020
First Command Financial Services, Inc.

BUY
 -
600
New
$32.9K - $33.1K
600 $31.1K
Feb 02, 2021 Q4 2020
Glenview Trust CO

Louisville, KY
BUY
 -
575
+ 3.52%
$31.5K - $31.7K
16.9K $878K
Jan 28, 2021 Q4 2020
Goal Vest Advisory LLC

BUY
 -
572
New
$31.3K - $31.6K
572 $29.7K
Feb 08, 2021 Q4 2020
Simmons Bank

BUY
 -
568
+ 0.69%
$31.1K - $31.3K
83K $4.31M
Feb 09, 2021 Q4 2020
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
564
+ 1.85%
$30.9K - $31.1K
31.1K $1.61M
Feb 12, 2021 Q4 2020
Pointe Capital Management LLC

BUY
 -
556
+ 0.46%
$30.5K - $30.7K
122K $6.31M
Feb 11, 2021 Q4 2020
Krilogy Financial LLC

BUY
 -
550
+ 6.36%
$30.1K - $30.3K
9.2K $478K

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