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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-147- 6.27% |
$7.44K - $7.54K
|
2.2K
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-5.88K- 33.18% |
$298K - $302K
|
11.8K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.32K- 12.55% |
$66.8K - $67.7K
|
9.2K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$4.09M - $4.15M
|
80.8K
$4.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.6K- 2.29% |
$81K - $82.1K
|
68.2K
$3.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.13KNew |
$57.2K - $58K
|
1.13K
$58.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-16.8K- 10.98% |
$848K - $859K
|
136K
$7.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16.9KNew |
$853K - $865K
|
16.9K
$873K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115K+ 2082.81% |
$5.81M - $5.89M
|
120K
$6.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Arch Capital Group Ltd.
|
SELL
|
- |
-3.25M- 59.96% |
$165M - $167M
|
2.17M
$113M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.9KNew |
$2.68M - $2.72M
|
52.9K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 0.49% |
$1.01K - $1.03K
|
4.07K
$211K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 84.99% |
$59.9K - $60.7K
|
209
$10.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.9K- 59.7% |
$550K - $557K
|
7.33K
$380K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.33K- 13.22% |
$169K - $171K
|
21.9K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-400- 4.05% |
$20.3K - $20.5K
|
9.47K
$490K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-325- 3.63% |
$16.5K - $16.7K
|
8.63K
$447K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 2.22% |
$2.28K - $2.31K
|
1.99K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.75K- 99.94% |
$88.6K - $89.8K
|
1
$51.8
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-96- 2.18% |
$4.86K - $4.92K
|
4.32K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-900- 7.52% |
$45.6K - $46.2K
|
11.1K
$574K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20K- 29.47% |
$1.01M - $1.03M
|
47.9K
$2.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.03% |
$912 - $923
|
1.76K
$91.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-97- 11.02% |
$4.91K - $4.98K
|
783
$40.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 2.15% |
$6.89K - $6.98K
|
6.2K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.04K+ 8.8% |
$204K - $207K
|
49.9K
$2.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.97K+ 8.55% |
$302K - $306K
|
75.8K
$3.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.8K+ 4.84% |
$496K - $503K
|
212K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.05K- 24.66% |
$53K - $53.7K
|
3.2K
$166K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-22.4K- 73.81% |
$1.13M - $1.15M
|
7.94K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$207K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-35.7K- 77.89% |
$1.81M - $1.83M
|
10.1K
$525K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$304 - $308
|
7.44K
$385K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
67.5K+ 82.6% |
$3.42M - $3.46M
|
149K
$7.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.8K+ 7.84% |
$748K - $758K
|
203K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-226- 12.97% |
$11.4K - $11.6K
|
1.52K
$78.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-215- 2.43% |
$10.9K - $11K
|
8.65K
$448K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
300+ 2.0% |
$15.2K - $15.4K
|
15.3K
$793K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-750- 3.71% |
$38K - $38.5K
|
19.5K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.23K- 7.9% |
$62K - $62.8K
|
14.3K
$741K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
950New |
$48.1K - $48.7K
|
950
$49.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4.17K- 44.8% |
$211K - $214K
|
5.14K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
25.6K+ 1.98% |
$1.29M - $1.31M
|
1.32M
$68.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.1K- 21.24% |
$55.5K - $56.2K
|
4.06K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 81.72% |
$148K - $150K
|
655
$33.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.25K+ 8.69% |
$114K - $116K
|
28.2K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-785- 38.67% |
$39.8K - $40.3K
|
1.25K
$64.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6.2K- 44.22% |
$314K - $318K
|
7.82K
$405K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.57% |
$76K - $77K
|
4.37K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
354New |
$17.9K - $18.2K
|
354
$18.3K
|