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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-482K- 20.26% |
$24.6M - $25.4M
|
1.9M
$98.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-72.9K- 10.12% |
$3.72M - $3.84M
|
647K
$33.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 1.96% |
$561 - $580
|
572
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-147- 1.65% |
$7.5K - $7.75K
|
8.74K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
305KNew |
$15.5M - $16.1M
|
305K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-80K- 58.52% |
$4.08M - $4.22M
|
56.7K
$2.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
673+ 1.72% |
$34.3K - $35.5K
|
39.7K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-345- 82.73% |
$17.6K - $18.2K
|
72
$3.73K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.9K+ 7.8% |
$148K - $153K
|
40.1K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2KNew |
$621K - $642K
|
12.2K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.07K- 42.26% |
$309K - $320K
|
8.29K
$429K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
97New |
$4.95K - $5.12K
|
97
$5.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 0.32% |
$1.07K - $1.11K
|
6.6K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-123- 2.26% |
$6.28K - $6.49K
|
5.32K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.93KNew |
$98.6K - $102K
|
1.93K
$100K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-59.8K- 87.56% |
$3.05M - $3.15M
|
8.49K
$440K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-644- 2.76% |
$32.9K - $34K
|
22.7K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 4.11% |
$691K - $714K
|
316K
$16.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-769- 1.1% |
$39.2K - $40.6K
|
69.2K
$3.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95K- 5.47% |
$201K - $208K
|
68.2K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.48KNew |
$178K - $184K
|
3.48K
$180K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.9KNew |
$658K - $680K
|
12.9K
$668K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.97KNew |
$101K - $104K
|
1.97K
$102K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81KNew |
$195K - $201K
|
3.81K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
310+ 7.34% |
$15.8K - $16.3K
|
4.53K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.15K- 4.49% |
$58.7K - $60.7K
|
24.5K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
80+ 1.38% |
$4.08K - $4.22K
|
5.9K
$306K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-259- 3.3% |
$13.2K - $13.7K
|
7.6K
$394K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43- 47.25% |
$2.19K - $2.27K
|
48
$2.49K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.1K- 50.82% |
$158K - $163K
|
3K
$155K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-4.95MClosed |
$251M - $254M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.31K+ 3.15% |
$269K - $272K
|
174K
$9M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
96.2KNew |
$4.87M - $4.94M
|
96.2K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
500+ 0.39% |
$25.3K - $25.7K
|
130K
$6.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$101 - $103
|
252
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.38K- 25.13% |
$273K - $276K
|
16K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
459KNew |
$23.2M - $23.5M
|
459K
$23.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4.88K- 5.6% |
$247K - $250K
|
82.3K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
671KNew |
$34M - $34.4M
|
671K
$34.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28.6K- 14.9% |
$1.45M - $1.47M
|
163K
$8.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 9.59% |
$156K - $158K
|
35.1K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.77K+ 121.08% |
$494K - $501K
|
17.8K
$924K
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
92.8KNew |
$4.7M - $4.76M
|
92.8K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
272New |
$13.8K - $14K
|
272
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.01K- 32.21% |
$102K - $103K
|
4.22K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
126New |
$6.38K - $6.46K
|
126
$6.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.21M+ 74.9% |
$264M - $267M
|
12.2M
$631M
|
|