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 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-253- 90.36% |
$12.6K - $12.7K
|
27
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-633- 3.63% |
$31.5K - $31.9K
|
16.8K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-293- 4.25% |
$14.6K - $14.8K
|
6.6K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$9.95K - $10.1K
|
200
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-14.7K- 32.76% |
$730K - $739K
|
30.1K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
717+ 2.73% |
$35.7K - $36.1K
|
27K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.67% |
$4.97K - $5.04K
|
500
$25.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5KNew |
$522K - $528K
|
10.5K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.7K+ 34.69% |
$84.6K - $85.6K
|
6.6K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-473- 10.34% |
$23.5K - $23.8K
|
4.1K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
10.7K+ 106.87% |
$533K - $540K
|
20.7K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.03KNew |
$201K - $203K
|
4.03K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-294- 3.05% |
$14.6K - $14.8K
|
9.33K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
246New |
$12.2K - $12.4K
|
246
$12.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.21K- 59.64% |
$309K - $313K
|
4.2K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.75KNew |
$86.9K - $88K
|
1.75K
$90.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.02% |
$49.7 - $50.4
|
6.04K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17.4K- 13.48% |
$864K - $875K
|
112K
$5.78M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-600- 8.12% |
$29.8K - $30.2K
|
6.79K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
1.9K+ 1.12% |
$94.6K - $95.8K
|
172K
$8.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-985KClosed |
$49M - $49.6M
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
801New |
$39.8K - $40.3K
|
801
$41.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 12.26% |
$31.8K - $32.2K
|
5.85K
$303K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10.7K- 53.84% |
$530K - $536K
|
9.13K
$473K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
338New |
$16.8K - $17K
|
338
$17.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
43+ 0.87% |
$2.14K - $2.17K
|
5K
$259K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.17MNew |
$406M - $411M
|
8.17M
$423M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
996+ 5.62% |
$49.5K - $50.2K
|
18.7K
$970K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
67.9KNew |
$3.38M - $3.42M
|
67.9K
$3.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.74KNew |
$236K - $239K
|
4.74K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.56K- 41.88% |
$177K - $179K
|
4.94K
$256K
|
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-472- 5.32% |
$23.5K - $23.8K
|
8.4K
$435K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.03K- 92.38% |
$151K - $153K
|
250
$13K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-614- 0.25% |
$30.5K - $30.9K
|
250K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
53.1K+ 377.81% |
$2.64M - $2.67M
|
67.1K
$3.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-685- 11.23% |
$34.1K - $34.5K
|
5.42K
$281K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-836- 4.68% |
$41.6K - $42.1K
|
17K
$883K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-952- 15.81% |
$47.4K - $48K
|
5.07K
$263K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-825- 91.16% |
$41K - $41.6K
|
80
$4.15K
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
2.2K+ 21.85% |
$109K - $111K
|
12.3K
$636K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.5K+ 264.55% |
$1.22M - $1.24M
|
33.8K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4K+ 7.35% |
$199K - $201K
|
58.4K
$3.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.15KNew |
$157K - $159K
|
3.15K
$163K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
595New |
$29.6K - $30K
|
595
$30.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.06KNew |
$102K - $104K
|
2.06K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
592+ 7.73% |
$29.4K - $29.8K
|
8.25K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$39.8K - $40.3K
|
800
$41.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.84K- 30.49% |
$91.6K - $92.7K
|
4.2K
$218K
|