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 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3.1K- 50.82% |
$158K - $163K
|
3K
$156K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.06K+ 6.94% |
$258K - $267K
|
77.9K
$4.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-766- 4.79% |
$39.1K - $40.4K
|
15.2K
$792K
|
|
| Q2 2024 | |||||||
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
258+ 3.17% |
$13.1K - $13.2K
|
8.39K
$437K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
16.2KNew |
$820K - $830K
|
16.2K
$842K
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-4.95MClosed |
$251M - $254M
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.21K- 34.78% |
$314K - $318K
|
11.6K
$606K
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.31K+ 3.15% |
$269K - $272K
|
174K
$9.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.09% |
$354 - $359
|
8.16K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.79K- 62.21% |
$243K - $246K
|
2.91K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
96.2KNew |
$4.87M - $4.94M
|
96.2K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
500+ 0.39% |
$25.3K - $25.7K
|
130K
$6.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$101 - $103
|
252
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.38K- 25.13% |
$273K - $276K
|
16K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
459KNew |
$23.2M - $23.5M
|
459K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4.88K- 5.6% |
$247K - $250K
|
82.3K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
671KNew |
$34M - $34.4M
|
671K
$34.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
121+ 2.04% |
$6.13K - $6.21K
|
6.05K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28.6K- 14.9% |
$1.45M - $1.47M
|
163K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.07K+ 9.59% |
$156K - $158K
|
35.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-5.3M- 98.06% |
$268M - $272M
|
105K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.77K+ 121.08% |
$494K - $501K
|
17.8K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
92.8KNew |
$4.7M - $4.76M
|
92.8K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
272New |
$13.8K - $14K
|
272
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.01K- 32.21% |
$102K - $103K
|
4.22K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
126New |
$6.38K - $6.46K
|
126
$6.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.21M+ 74.9% |
$264M - $267M
|
12.2M
$634M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
118+ 24.28% |
$5.98K - $6.05K
|
604
$31.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-46- 2.91% |
$2.33K - $2.36K
|
1.53K
$79.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-853K- 37.63% |
$43.2M - $43.7M
|
1.41M
$73.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.81K- 11.68% |
$243K - $247K
|
36.4K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-556- 1.8% |
$28.2K - $28.5K
|
30.3K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.12K- 94.06% |
$158K - $160K
|
197
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.09% |
$152 - $154
|
277
$14.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
143+ 1.58% |
$7.24K - $7.34K
|
9.22K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464K+ 198.05% |
$23.5M - $23.8M
|
699K
$36.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.95K- 33.25% |
$98.6K - $99.9K
|
3.91K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
68+ 194.29% |
$3.44K - $3.49K
|
103
$5.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.72% |
$50.6 - $51.3
|
59
$3.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
805New |
$40.8K - $41.3K
|
805
$41.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-247- 17.73% |
$12.5K - $12.7K
|
1.15K
$59.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.51K- 51.31% |
$228K - $231K
|
4.28K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$199K - $202K
|
3.93K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.3K- 1.78% |
$66K - $66.8K
|
72K
$3.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 5.48% |
$13.3K - $13.4K
|
5.04K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-950- 9.34% |
$48.1K - $48.7K
|
9.22K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-896- 4.34% |
$45.4K - $46K
|
19.8K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$152K - $154K
|
3K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-670- 7.66% |
$33.9K - $34.4K
|
8.08K
$420K
|
|