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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.94K+ 35.5% |
$94.4K - $97.5K
|
7.41K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
171+ 132.56% |
$8.32K - $8.58K
|
300
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
232New |
$11.3K - $11.6K
|
232
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.77K- 50.0% |
$232K - $239K
|
4.77K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-108- 1.68% |
$5.25K - $5.42K
|
6.32K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
48New |
$2.33K - $2.41K
|
48
$2.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.65K- 54.59% |
$80.4K - $83K
|
1.38K
$71.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.22K+ 127.45% |
$303K - $312K
|
11.1K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 27.96% |
$1.04M - $1.07M
|
55K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-63.9K- 58.03% |
$3.11M - $3.21M
|
46.2K
$2.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.84KNew |
$235K - $243K
|
4.84K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 61.9% |
$632 - $652
|
8
$415
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
157+ 3.15% |
$7.63K - $7.88K
|
5.14K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.01K- 12.79% |
$438K - $452K
|
61.4K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
502New |
$24.4K - $25.2K
|
502
$26K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 56.73% |
$549K - $567K
|
31.2K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.11K+ 1.8% |
$102K - $106K
|
119K
$6.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-50.7K- 81.49% |
$2.47M - $2.55M
|
11.5K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.12KNew |
$249K - $257K
|
5.12K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
68New |
$3.31K - $3.41K
|
68
$3.52K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
163KNew |
$7.93M - $8.19M
|
163K
$8.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
44+ 5.12% |
$2.14K - $2.21K
|
904
$46.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12KNew |
$584K - $602K
|
12K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
22.3K+ 81.22% |
$1.09M - $1.12M
|
49.9K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-894- 2.93% |
$43.5K - $44.9K
|
29.6K
$1.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.52KNew |
$463K - $478K
|
9.52K
$493K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 50.0% |
$97.3 - $100
|
2
$104
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-809- 8.83% |
$39.3K - $40.6K
|
8.35K
$433K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-920- 48.94% |
$44.7K - $46.2K
|
960
$49.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-740- 15.15% |
$36K - $37.1K
|
4.15K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 32.68% |
$24.3K - $25.1K
|
2.03K
$105K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
871+ 16.24% |
$42.4K - $43.7K
|
6.23K
$323K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1K- 97.09% |
$48.6K - $50.2K
|
30
$1.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-108- 50.23% |
$5.25K - $5.42K
|
107
$5.54K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.2KNew |
$58.4K - $60.2K
|
1.2K
$62.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 30.77% |
$778 - $803
|
36
$1.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
42.9KNew |
$2.09M - $2.15M
|
42.9K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
238New |
$11.6K - $11.9K
|
238
$12.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$351K - $362K
|
7.21K
$374K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
30.4KNew |
$1.48M - $1.52M
|
30.4K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.73K- 37.58% |
$181K - $187K
|
6.2K
$321K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
677+ 13.85% |
$32.9K - $34K
|
5.57K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-7.53K- 49.27% |
$366K - $378K
|
7.76K
$402K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
83+ 0.86% |
$4.04K - $4.17K
|
9.69K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.86KNew |
$236K - $244K
|
4.86K
$252K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
18.7KNew |
$909K - $939K
|
18.7K
$969K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.4K- 13.28% |
$507K - $523K
|
68.1K
$3.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
124K+ 778.4% |
$6.02M - $6.21M
|
140K
$7.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6.04K+ 75.25% |
$294K - $303K
|
14.1K
$728K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-850- 9.58% |
$41.3K - $42.7K
|
8.02K
$416K
|