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 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
23.1K+ 10.66% |
$1.18M - $1.22M
|
240K
$12.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
178+ 0.1% |
$9.08K - $9.39K
|
171K
$8.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
128+ 2.0% |
$6.53K - $6.75K
|
6.51K
$338K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
79.9K+ 24.89% |
$4.08M - $4.21M
|
401K
$20.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-9.77K- 52.05% |
$498K - $515K
|
9K
$467K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.59K- 17.85% |
$81.1K - $83.9K
|
7.32K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
660K+ 246.12% |
$33.7M - $34.8M
|
928K
$48.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 0.13% |
$357 - $369
|
5.45K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
793+ 7.51% |
$40.5K - $41.8K
|
11.4K
$589K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.25K+ 57.93% |
$63.6K - $65.7K
|
3.4K
$176K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-455K- 87.1% |
$23.2M - $24M
|
67.5K
$3.5M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-571- 8.27% |
$29.1K - $30.1K
|
6.34K
$329K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 1.74% |
$192K - $199K
|
221K
$11.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
27.8K+ 133.3% |
$1.42M - $1.47M
|
48.6K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
24.9KNew |
$1.27M - $1.31M
|
24.9K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.2K+ 280.82% |
$1.95M - $2.01M
|
51.7K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-260K- 16.89% |
$13.3M - $13.7M
|
1.28M
$66.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-169K- 51.01% |
$8.6M - $8.89M
|
162K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.8K+ 531.05% |
$1.32M - $1.36M
|
30.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
555+ 0.43% |
$28.3K - $29.3K
|
129K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-5.66K- 3.42% |
$289K - $298K
|
160K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
731K+ 8.01% |
$37.3M - $38.6M
|
9.86M
$512M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-747- 4.35% |
$38.1K - $39.4K
|
16.4K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
496+ 0.25% |
$25.3K - $26.2K
|
198K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
392K+ 10.23% |
$20M - $20.7M
|
4.23M
$219M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 12.01% |
$126K - $130K
|
23K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227K+ 99.18% |
$11.6M - $12M
|
456K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-54.5K- 12.37% |
$2.78M - $2.87M
|
386K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 97.36% |
$520K - $538K
|
20.7K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.16% |
$918 - $949
|
11K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.95K- 27.91% |
$151K - $156K
|
7.63K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
178+ 1.58% |
$9.08K - $9.39K
|
11.5K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
359K+ 4.16% |
$18.3M - $18.9M
|
8.98M
$466M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-360- 1.25% |
$18.4K - $19K
|
28.5K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.21K- 6.13% |
$61.8K - $63.9K
|
18.6K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.8K+ 201.09% |
$911K - $941K
|
26.7K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.02K- 13.97% |
$52.1K - $53.8K
|
6.29K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.39% |
$59.6K - $61.7K
|
299K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
297+ 0.34% |
$15.2K - $15.7K
|
87.1K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
925+ 7.58% |
$47.2K - $48.8K
|
13.1K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.6K+ 3.03% |
$2.27M - $2.35M
|
1.52M
$78.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.93K+ 14.42% |
$354K - $366K
|
55K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-236- 2.25% |
$12K - $12.4K
|
10.3K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
132K+ 170.37% |
$6.74M - $6.97M
|
210K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.4K- 3.01% |
$224K - $232K
|
141K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.54K- 40.51% |
$283K - $292K
|
8.13K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
10.5K+ 40.23% |
$534K - $552K
|
36.5K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.1K- 34.05% |
$1.18M - $1.22M
|
44.7K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9K- 51.32% |
$966K - $998K
|
18K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.48K+ 51.93% |
$177K - $183K
|
10.2K
$528K
|