Latest Institutional Transactions on Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.3K+ 21.24% |
$1.96M - $2.02M
|
219K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.63K+ 11.47% |
$83.2K - $86K
|
15.8K
$821K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
35.2K+ 13.99% |
$1.79M - $1.85M
|
287K
$14.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-430- 75.44% |
$21.9K - $22.7K
|
140
$7.25K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-441K- 98.41% |
$22.5M - $23.2M
|
7.14K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
47.8K+ 2.54% |
$2.44M - $2.52M
|
1.93M
$100M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 1335.29% |
$718K - $742K
|
15.1K
$784K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
147K+ 157819.34% |
$7.49M - $7.74M
|
147K
$7.61M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-183- 22.51% |
$9.34K - $9.65K
|
630
$32.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
55.1KNew |
$2.81M - $2.91M
|
55.1K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
809New |
$41.3K - $42.7K
|
809
$41.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4.04KNew |
$206K - $213K
|
4.04K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40- 57.14% |
$2.04K - $2.11K
|
30
$1.55K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
350New |
$17.9K - $18.5K
|
350
$18.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$357 - $369
|
7
$363
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-31.1K- 16.26% |
$1.59M - $1.64M
|
160K
$8.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.03% |
$1.07K - $1.11K
|
79.2K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-342- 2.47% |
$17.4K - $18K
|
13.5K
$699K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-220- 1.12% |
$11.2K - $11.6K
|
19.5K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 4.0% |
$51 - $52.7
|
24
$1.24K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-778- 0.38% |
$39.7K - $41K
|
206K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
206+ 3.62% |
$10.5K - $10.9K
|
5.89K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-550- 3.3% |
$28.1K - $29K
|
16.1K
$835K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
42.5K+ 32.78% |
$2.17M - $2.24M
|
172K
$8.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-934- 5.28% |
$47.7K - $49.3K
|
16.8K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-983- 1.85% |
$50.2K - $51.8K
|
52.3K
$2.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.78K- 36.7% |
$397K - $410K
|
13.4K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 3.36% |
$56.1K - $58K
|
31.6K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
165New |
$8.42K - $8.7K
|
165
$8.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.95K- 62.76% |
$355K - $367K
|
4.13K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-66.1K- 31.11% |
$3.37M - $3.48M
|
146K
$7.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2- -0.0% |
$102 - $105
|
49.3K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
300New |
$15.3K - $15.8K
|
300
$15.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-42- 0.51% |
$2.14K - $2.22K
|
8.21K
$425K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
395+ 0.56% |
$20.2K - $20.8K
|
71.1K
$3.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
710+ 2.31% |
$36.2K - $37.4K
|
31.4K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
128New |
$6.53K - $6.75K
|
128
$6.63K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60+ 0.19% |
$3.06K - $3.16K
|
30.9K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-255- 5.35% |
$13K - $13.4K
|
4.51K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
758New |
$38.7K - $40K
|
758
$39.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.14KNew |
$211K - $218K
|
4.14K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
620+ 8.67% |
$31.6K - $32.7K
|
7.77K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
110+ 2.51% |
$5.61K - $5.8K
|
4.49K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.14K+ 5.23% |
$160K - $165K
|
63.1K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4- 4.71% |
$204 - $211
|
81
$4.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 98.35% |
$128K - $132K
|
42
$2.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.65K+ 3.32% |
$135K - $140K
|
82.6K
$4.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
274+ 1.02% |
$14K - $14.5K
|
27.1K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
23.1K+ 162.99% |
$1.18M - $1.22M
|
37.3K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-240- 4.47% |
$12.2K - $12.7K
|
5.13K
$266K
|