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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 1.96% |
$561 - $580
|
572
$29.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
713+ 3.22% |
$36.4K - $37.6K
|
22.9K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157New |
$8.01K - $8.28K
|
157
$8.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
671+ 7.78% |
$34.2K - $35.4K
|
9.29K
$482K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.36K+ 7.43% |
$120K - $124K
|
34.1K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
16.1K+ 9.92% |
$821K - $848K
|
178K
$9.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
112+ 0.25% |
$5.71K - $5.91K
|
45K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-147- 1.65% |
$7.5K - $7.75K
|
8.74K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 1.04% |
$58.3K - $60.3K
|
109K
$5.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.02K+ 2.08% |
$205K - $212K
|
197K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.98K+ 10.74% |
$152K - $157K
|
30.7K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 2.35% |
$58.3K - $60.3K
|
47.6K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
8.67K+ 25.33% |
$442K - $457K
|
42.9K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
30+ 0.63% |
$1.53K - $1.58K
|
4.78K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-316- 4.28% |
$16.1K - $16.7K
|
7.06K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-41- 0.99% |
$2.09K - $2.16K
|
4.12K
$213K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.32% |
$714 - $738
|
4.37K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.46K- 2.06% |
$177K - $183K
|
165K
$8.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-316- 1.52% |
$16.1K - $16.7K
|
20.4K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
305KNew |
$15.5M - $16.1M
|
305K
$15.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35.6K+ 6.46% |
$1.81M - $1.88M
|
586K
$30.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-80K- 58.52% |
$4.08M - $4.22M
|
56.7K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.18% |
$51 - $52.7
|
569
$29.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10.1K+ 15.24% |
$515K - $532K
|
76.3K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-35- 0.75% |
$1.79K - $1.85K
|
4.64K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.1K+ 372.21% |
$2.61M - $2.7M
|
64.9K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
62.4K+ 61.51% |
$3.19M - $3.29M
|
164K
$8.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.88KNew |
$249K - $257K
|
4.88K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-6.46K- 43.31% |
$330K - $341K
|
8.46K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
673+ 1.72% |
$34.3K - $35.5K
|
39.7K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-345- 82.73% |
$17.6K - $18.2K
|
72
$3.73K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-301- 2.23% |
$15.4K - $15.9K
|
13.2K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.9K+ 7.8% |
$148K - $153K
|
40.1K
$2.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.26K+ 8.91% |
$269K - $278K
|
64.4K
$3.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-500- 9.43% |
$25.5K - $26.4K
|
4.8K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.67K+ 0.95% |
$187K - $193K
|
390K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-6.58K- 8.77% |
$336K - $347K
|
68.4K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.03K- 2.87% |
$52.6K - $54.3K
|
34.9K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2KNew |
$621K - $642K
|
12.2K
$631K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.62K+ 12.38% |
$236K - $244K
|
41.9K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
274KNew |
$14M - $14.4M
|
274K
$14.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-371- 1.39% |
$18.9K - $19.6K
|
26.3K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.07K- 42.26% |
$309K - $320K
|
8.29K
$429K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 24.09% |
$160K - $165K
|
9.88K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
97New |
$4.95K - $5.12K
|
97
$5.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-253- 6.36% |
$12.9K - $13.3K
|
3.73K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.68% |
$51 - $52.7
|
149
$7.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-13.7K- 14.14% |
$701K - $724K
|
83.3K
$4.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.42KNew |
$481K - $497K
|
9.42K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-21- 0.53% |
$1.07K - $1.11K
|
3.97K
$206K
|