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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$204K - $207K
|
4.09K
$212K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
7.53K+ 188.16% |
$377K - $382K
|
11.5K
$598K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 4.21% |
$99.9K - $101K
|
45.5K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-7.21K- 53.51% |
$361K - $366K
|
6.27K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
69+ 1.01% |
$3.45K - $3.5K
|
6.88K
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
930KNew |
$46.5M - $47.2M
|
930K
$48.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
89+ 80.18% |
$4.45K - $4.52K
|
200
$10.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.98KNew |
$249K - $253K
|
4.98K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.23K- 41.11% |
$212K - $215K
|
6.06K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.03K- 1.51% |
$51.7K - $52.4K
|
67.6K
$3.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.49% |
$3.75K - $3.81K
|
15.3K
$795K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 41.11% |
$164K - $167K
|
4.7K
$244K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 54.64% |
$20.6K - $20.9K
|
342
$17.7K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
198+ 3.99% |
$9.9K - $10.1K
|
5.16K
$267K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-48.2K- 78.25% |
$2.41M - $2.45M
|
13.4K
$694K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98K+ 9.94% |
$149K - $151K
|
32.9K
$1.71M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6.53KNew |
$327K - $332K
|
6.53K
$339K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
620New |
$30.7K - $31.5K
|
620
$32.1K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
2.08K+ 49.9% |
$103K - $106K
|
6.25K
$324K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-734- 3.71% |
$36.4K - $37.3K
|
19.1K
$988K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-274Closed |
$13.6K - $13.9K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.74KNew |
$86.2K - $88.3K
|
1.74K
$90.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
271New |
$13.4K - $13.8K
|
271
$14K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-8.44K- 3.68% |
$418K - $428K
|
221K
$11.5M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
105KNew |
$5.19M - $5.31M
|
105K
$5.42M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.02K+ 16.46% |
$50.6K - $51.8K
|
7.22K
$374K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$4.96K - $5.08K
|
100
$5.18K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-12.7K- 2.71% |
$631K - $647K
|
458K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.9KNew |
$839K - $860K
|
16.9K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4KNew |
$198K - $203K
|
4K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.5K- 46.62% |
$272K - $279K
|
6.29K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.68KNew |
$232K - $238K
|
4.68K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-99- 7.99% |
$4.91K - $5.02K
|
1.14K
$59.1K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147New |
$7.29K - $7.46K
|
147
$7.62K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-5K- 83.33% |
$248K - $254K
|
1K
$51.8K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-89K- 99.8% |
$4.41M - $4.52M
|
180
$9.33K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-705- 13.33% |
$34.9K - $35.8K
|
4.59K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.91KNew |
$392K - $401K
|
7.91K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
46New |
$2.28K - $2.33K
|
46
$2.38K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$246K - $252K
|
4.96K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-418- 8.05% |
$20.7K - $21.2K
|
4.77K
$247K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.64MNew |
$81.3M - $83.3M
|
1.64M
$85M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 11.11% |
$248 - $254
|
50
$2.59K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.17K- 15.94% |
$57.7K - $59.1K
|
6.15K
$318K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
223+ 0.98% |
$11.1K - $11.3K
|
23K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
97.9K+ 8.25% |
$4.85M - $4.97M
|
1.29M
$66.6M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
9.94KNew |
$493K - $504K
|
9.94K
$515K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-121- 12.04% |
$6K - $6.14K
|
884
$45.8K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
12.1KNew |
$600K - $615K
|
12.1K
$628K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
267New |
$13.2K - $13.6K
|
267
$13.8K
|
|