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 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.48KNew |
$178K - $184K
|
3.48K
$180K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-5.29K- 6.62% |
$270K - $279K
|
74.5K
$3.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
603+ 4.13% |
$30.8K - $31.8K
|
15.2K
$788K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-160K- 30.05% |
$8.16M - $8.44M
|
372K
$19.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.07K+ 3.21% |
$106K - $109K
|
66.6K
$3.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-255- 2.82% |
$13K - $13.4K
|
8.79K
$456K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.84K- 27.53% |
$400K - $413K
|
20.6K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
23.6K+ 13.08% |
$1.2M - $1.24M
|
204K
$10.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.9KNew |
$658K - $680K
|
12.9K
$668K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.63K+ 2.26% |
$134K - $139K
|
119K
$6.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5K- 12.74% |
$255K - $263K
|
34.2K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 11.4% |
$928K - $959K
|
178K
$9.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-822- 10.38% |
$41.9K - $43.4K
|
7.1K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.68K- 25.4% |
$290K - $300K
|
16.7K
$865K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.76K+ 5.01% |
$90K - $93K
|
37K
$1.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.97KNew |
$101K - $104K
|
1.97K
$102K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81KNew |
$195K - $201K
|
3.81K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.58K+ 283.27% |
$80.4K - $83.1K
|
2.13K
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
310+ 7.34% |
$15.8K - $16.3K
|
4.53K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
592+ 1.86% |
$30.2K - $31.2K
|
32.4K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.15K- 4.49% |
$58.7K - $60.7K
|
24.5K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
80+ 1.38% |
$4.08K - $4.22K
|
5.9K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.74K- 4.8% |
$293K - $303K
|
114K
$5.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37M+ 4416.76% |
$70M - $72.4M
|
1.4M
$72.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.4K+ 42.83% |
$122K - $127K
|
8K
$415K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-510- 0.62% |
$26K - $26.9K
|
81.2K
$4.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
53+ 1.04% |
$2.7K - $2.8K
|
5.13K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.56K+ 1.09% |
$79.7K - $82.4K
|
145K
$7.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-38.3K- 5.06% |
$1.96M - $2.02M
|
719K
$37.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
11.1K+ 2.29% |
$568K - $587K
|
497K
$25.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.75K+ 3.76% |
$395K - $409K
|
214K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
9.18K+ 3.53% |
$468K - $484K
|
269K
$13.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-439- 10.17% |
$22.4K - $23.2K
|
3.88K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-564- 5.78% |
$28.8K - $29.7K
|
9.2K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.6K+ 54.82% |
$692K - $715K
|
38.3K
$1.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.12K+ 40.32% |
$56.9K - $58.9K
|
3.88K
$201K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
415+ 0.8% |
$21.2K - $21.9K
|
52.4K
$2.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-27.3K- 3.31% |
$1.39M - $1.44M
|
796K
$41.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.8K+ 0.68% |
$91.9K - $95K
|
266K
$13.8M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
4+ 0.04% |
$204 - $211
|
9.85K
$510K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-259- 3.3% |
$13.2K - $13.7K
|
7.6K
$394K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-43- 47.25% |
$2.19K - $2.27K
|
48
$2.49K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-28.7K- 28.48% |
$1.46M - $1.51M
|
72.1K
$3.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
21.7K+ 6.43% |
$1.11M - $1.15M
|
360K
$18.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
626+ 0.94% |
$31.9K - $33K
|
67.3K
$3.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 24.35% |
$540K - $559K
|
54.1K
$2.8M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.1K- 50.82% |
$158K - $163K
|
3K
$155K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.06K+ 6.94% |
$258K - $267K
|
77.9K
$4.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-766- 4.79% |
$39.1K - $40.4K
|
15.2K
$788K
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 3.17% |
$13.1K - $13.2K
|
8.39K
$435K
|
|