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 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
908New |
$45.2K - $45.7K
|
908
$47.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.98% |
$16.2K - $16.4K
|
6.2K
$321K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
244New |
$12.1K - $12.3K
|
244
$12.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
575+ 0.86% |
$28.6K - $29K
|
67.1K
$3.48M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.15KNew |
$256K - $259K
|
5.15K
$267K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
13.1KNew |
$654K - $662K
|
13.1K
$681K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-930- 65.49% |
$46.3K - $46.8K
|
490
$25.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
60+ 0.57% |
$2.98K - $3.02K
|
10.6K
$549K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.25KNew |
$112K - $113K
|
2.25K
$117K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-184K- 23.74% |
$9.21M - $9.34M
|
591K
$30.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6- 31.58% |
$300 - $305
|
13
$674
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.3KNew |
$867K - $880K
|
17.3K
$899K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.2KNew |
$460K - $467K
|
9.2K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1K- 16.0% |
$50K - $50.8K
|
5.25K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-106- 2.46% |
$5.3K - $5.38K
|
4.2K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.08K- 50.8% |
$104K - $105K
|
2.01K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
$7.95K - $8.07K
|
159
$8.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-64.6K- 79.51% |
$3.23M - $3.28M
|
16.6K
$862K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121New |
$6.05K - $6.14K
|
121
$6.27K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.16K- 18.03% |
$58.2K - $59.1K
|
5.29K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
240KNew |
$12M - $12.2M
|
240K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.9K+ 8.69% |
$3.35M - $3.39M
|
836K
$43.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.27K+ 17.98% |
$63.7K - $64.6K
|
8.35K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$15K - $15.2K
|
300
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-8.1K- 3.13% |
$405K - $411K
|
251K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.84K- 17.41% |
$92K - $93.3K
|
8.72K
$452K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 0.79% |
$6.1K - $6.19K
|
15.5K
$803K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$30K - $30.5K
|
600
$31.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21.5K+ 18.06% |
$1.08M - $1.09M
|
141K
$7.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
480+ 39.83% |
$24K - $24.4K
|
1.69K
$87.3K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-384- 8.46% |
$19.2K - $19.5K
|
4.15K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
670KNew |
$33.5M - $34M
|
670K
$34.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
776New |
$38.8K - $39.4K
|
776
$40.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.78KNew |
$88.8K - $90.1K
|
1.78K
$92K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
59KNew |
$2.95M - $3M
|
59K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14.9K- 55.18% |
$745K - $756K
|
12.1K
$627K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
309+ 3.08% |
$15.5K - $15.7K
|
10.3K
$536K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
7.35KNew |
$368K - $373K
|
7.35K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
30New |
$1.5K - $1.52K
|
30
$1.55K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-847- 1.61% |
$42.4K - $43K
|
51.7K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
160+ 0.43% |
$8K - $8.12K
|
37.7K
$1.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 19.39% |
$950 - $964
|
79
$4.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-400- 8.24% |
$20K - $20.3K
|
4.45K
$231K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.62% |
$53K - $53.8K
|
19.9K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.8% |
$600 - $609
|
1.52K
$78.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-11.6K- 58.06% |
$580K - $588K
|
8.38K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.39K- 14.54% |
$69.7K - $70.8K
|
8.19K
$424K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
27+ 0.79% |
$1.35K - $1.37K
|
3.43K
$178K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.49K+ 8.86% |
$225K - $228K
|
55.2K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.39K+ 60.45% |
$170K - $172K
|
9.01K
$467K
|
|