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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-10.2KClosed |
$556K - $562K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-19.3KClosed |
$1.05M - $1.07M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.74KClosed |
$149K - $151K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-28.8KClosed |
$1.57M - $1.59M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-161KClosed |
$8.79M - $8.9M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-2.19KClosed |
$120K - $121K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18.3KClosed |
$999K - $1.01M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-11.8KClosed |
$645K - $653K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.63KClosed |
$361K - $366K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-785Closed |
$42.8K - $43.3K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-71.3KClosed |
$3.89M - $3.93M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-21Closed |
$1.14K - $1.16K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14.1KClosed |
$766K - $776K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-12.5KClosed |
$681K - $690K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79.6KClosed |
$4.34M - $4.39M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.13KClosed |
$61.6K - $62.3K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.1KClosed |
$224K - $226K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-25.6KClosed |
$1.4M - $1.41M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-74Closed |
$4.05K - $4.08K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$83.1K - $83.6K
|
1.52K
$78.6K
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$221K - $223K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
368KNew |
$20.2M - $20.3M
|
368K
$19.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.81KClosed |
$209K - $210K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-153KClosed |
$8.39M - $8.45M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
40.5KNew |
$2.22M - $2.23M
|
40.5K
$2.1M
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
49New |
$2.68K - $2.7K
|
49
$2.54K
|
|
|
Feb 04, 2021
Q4 2020
|
Daniels&Tansey,Llp
|
SELL
|
- |
-68.9KClosed |
$3.78M - $3.8M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-144Closed |
$7.89K - $7.94K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
1.39KNew |
$76K - $76.6K
|
1.39K
$71.9K
|
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-340- 5.93% |
$18.6K - $18.8K
|
5.39K
$279K
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-99.3KClosed |
$5.44M - $5.48M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Berkshire Bank
|
SELL
|
- |
-5.46KClosed |
$299K - $301K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Manning & Napier Group, LLC
|
SELL
|
- |
-192KClosed |
$10.5M - $10.6M
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-500- 25.25% |
$27.4K - $27.6K
|
1.48K
$76.7K
|
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-5.78KClosed |
$317K - $319K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 25, 2020
Q3 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.23KClosed |
$286K - $288K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
SELL
|
- |
-55.2KClosed |
$3.02M - $3.04M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.27KClosed |
$69.6K - $70.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-183K- 76.51% |
$9.99M - $10.1M
|
56.1K
$2.9M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.17KClosed |
$63.9K - $64.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.6KClosed |
$525K - $529K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-5.38KClosed |
$294K - $296K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-346Closed |
$18.9K - $19.1K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
101KNew |
$5.53M - $5.57M
|
101K
$5.24M
|
|
|
Oct 09, 2020
Q3 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.81KClosed |
$263K - $265K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-390Closed |
$21.3K - $21.5K
|
0
$0
|
|
|
Oct 02, 2020
Q3 2020
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.02KClosed |
$220K - $221K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.7K+ 17.55% |
$1.18M - $1.24M
|
152K
$7.87M
|
|
|
Aug 24, 2020
Q2 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-24.7KClosed |
$1.28M - $1.35M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.21KClosed |
$167K - $175K
|
0
$0
|
|