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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64.3K+ 1075.54% |
$3.26M - $3.3M
|
70.3K
$3.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-1.34K- 22.17% |
$67.8K - $68.7K
|
4.7K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-725- 61.7% |
$36.7K - $37.2K
|
450
$23.3K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
104+ 0.58% |
$5.27K - $5.34K
|
18K
$934K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-130- 2.34% |
$6.58K - $6.67K
|
5.43K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-52- 85.25% |
$2.63K - $2.67K
|
9
$466
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-641- 57.03% |
$32.5K - $32.9K
|
483
$25K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
152New |
$7.7K - $7.8K
|
152
$7.88K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53- 0.53% |
$2.68K - $2.72K
|
9.92K
$514K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
47+ 0.21% |
$2.38K - $2.41K
|
22.2K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-424- 82.65% |
$21.5K - $21.8K
|
89
$4.61K
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.94K+ 4.8% |
$98K - $99.3K
|
42.3K
$2.19M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.14K+ 144.57% |
$109K - $110K
|
3.63K
$188K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-525- 99.24% |
$26.7K - $27K
|
4
$207
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20- 0.03% |
$1.02K - $1.03K
|
76.7K
$3.97M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
106New |
$5.4K - $5.46K
|
106
$5.49K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-83Closed |
$4.23K - $4.27K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$4.69K - $4.74K
|
92
$4.77K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-392- 7.34% |
$20K - $20.2K
|
4.95K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-370- 28.64% |
$18.9K - $19K
|
922
$47.8K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.42K+ 6.33% |
$72.2K - $72.9K
|
23.8K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
30.9K+ 178.83% |
$1.58M - $1.59M
|
48.2K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.32K- 43.33% |
$220K - $223K
|
5.66K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
224+ 17.71% |
$11.4K - $11.5K
|
1.49K
$77.2K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6K+ 4.5% |
$794K - $802K
|
362K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-562- 2.74% |
$28.6K - $28.9K
|
19.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100K+ 50.0% |
$5.1M - $5.15M
|
300K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-227- 3.26% |
$11.6K - $11.7K
|
6.73K
$349K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.1K+ 89.88% |
$921K - $931K
|
38.2K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
116KNew |
$5.89M - $5.95M
|
116K
$5.99M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
49New |
$2.5K - $2.52K
|
49
$2.54K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.5K+ 19.05% |
$1.66M - $1.68M
|
203K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
103K+ 77.47% |
$5.23M - $5.29M
|
235K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
6.57K+ 6.29% |
$335K - $338K
|
111K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.5K- 55.52% |
$127K - $128K
|
2K
$104K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
712New |
$36.3K - $36.7K
|
712
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
24.1K+ 3683.97% |
$1.23M - $1.24M
|
24.8K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.96K- 1.79% |
$507K - $513K
|
546K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-15.7K- 14.46% |
$799K - $807K
|
92.8K
$4.81M
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
116+ 2.42% |
$5.91K - $5.97K
|
4.91K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-699- 82.43% |
$35.6K - $36K
|
149
$7.72K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.34K+ 29.07% |
$68.3K - $69K
|
5.95K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.1K- 25.3% |
$56K - $56.6K
|
3.25K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.62KNew |
$235K - $238K
|
4.62K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$866 - $875
|
4.36K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.37K- 15.02% |
$172K - $174K
|
19.1K
$989K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
352+ 7.0% |
$17.9K - $18.1K
|
5.38K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.75K+ 109.59% |
$446K - $451K
|
16.7K
$867K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
210+ 41.83% |
$10.7K - $10.8K
|
712
$36.9K
|
|