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 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-982- 7.35% |
$50.1K - $51.8K
|
12.4K
$641K
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
633+ 0.89% |
$32.3K - $33.4K
|
71.8K
$3.72M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21- 0.32% |
$1.07K - $1.11K
|
6.6K
$342K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
198+ 0.81% |
$10.1K - $10.4K
|
24.7K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-123- 2.26% |
$6.28K - $6.49K
|
5.32K
$276K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-551K- 29.89% |
$28.1M - $29.1M
|
1.29M
$67M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
341K+ 19327.48% |
$17.4M - $18M
|
343K
$17.8M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15.5K+ 1741.03% |
$792K - $819K
|
16.4K
$851K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
1.93KNew |
$98.6K - $102K
|
1.93K
$100K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.16KNew |
$263K - $272K
|
5.16K
$267K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-702- 8.36% |
$35.8K - $37K
|
7.69K
$399K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.73K+ 4.44% |
$343K - $355K
|
158K
$8.21M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.44K- 32.43% |
$124K - $128K
|
5.07K
$263K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-255- 2.6% |
$13K - $13.4K
|
9.56K
$495K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-269- 0.5% |
$13.7K - $14.2K
|
53.7K
$2.78M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.27K- 0.87% |
$167K - $173K
|
373K
$19.3M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.48K+ 3.68% |
$75.4K - $77.9K
|
41.7K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.7K- 24.49% |
$138K - $142K
|
8.31K
$431K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
47K+ 6.75% |
$2.4M - $2.48M
|
743K
$38.5M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-401K- 85.74% |
$20.4M - $21.1M
|
66.7K
$3.45M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-7.5K- 31.77% |
$383K - $396K
|
16.1K
$835K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-200- 11.83% |
$10.2K - $10.5K
|
1.49K
$77.2K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-59.8K- 87.56% |
$3.05M - $3.15M
|
8.49K
$440K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.45K+ 2.87% |
$278K - $287K
|
195K
$10.1M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
554New |
$28.3K - $29.2K
|
554
$28.7K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.94% |
$118K - $122K
|
245K
$12.7M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-644- 2.76% |
$32.9K - $34K
|
22.7K
$1.18M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.54KNew |
$282K - $292K
|
5.54K
$287K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.5K- 4.11% |
$691K - $714K
|
316K
$16.4M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
44.2K+ 674.36% |
$2.26M - $2.33M
|
50.8K
$2.63M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.19KNew |
$112K - $116K
|
2.19K
$114K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-769- 1.1% |
$39.2K - $40.6K
|
69.2K
$3.59M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.12K+ 1.25% |
$261K - $270K
|
413K
$21.4M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.35KNew |
$375K - $388K
|
7.35K
$381K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
190+ 4.4% |
$9.69K - $10K
|
4.5K
$233K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
904+ 66.81% |
$46.1K - $47.7K
|
2.26K
$117K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33.7K+ 6.01% |
$1.72M - $1.78M
|
594K
$30.8M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.3% |
$2.04K - $2.11K
|
13.3K
$689K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-30.8K- 16.96% |
$1.57M - $1.62M
|
151K
$7.8M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.85KNew |
$196K - $203K
|
3.85K
$199K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
35+ 0.71% |
$1.79K - $1.85K
|
4.94K
$256K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.21K- 5.86% |
$61.5K - $63.6K
|
19.4K
$1M
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
8.6KNew |
$439K - $454K
|
8.6K
$446K
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.09K+ 1.1% |
$55.6K - $57.4K
|
101K
$5.21M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.95K- 5.47% |
$201K - $208K
|
68.2K
$3.53M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55K+ 4.96% |
$2.81M - $2.9M
|
1.16M
$60.3M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26.8K+ 1.96% |
$1.37M - $1.41M
|
1.39M
$72M
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
100+ 0.34% |
$5.1K - $5.27K
|
29.7K
$1.54M
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-369- 0.56% |
$18.8K - $19.5K
|
66K
$3.42M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.41K- 7.31% |
$123K - $127K
|
30.5K
$1.58M
|