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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.32% |
$5.1K - $5.15K
|
4.21K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.25K- 11.69% |
$115K - $116K
|
17K
$881K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.51% |
$51 - $51.5
|
196
$10.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13.4K+ 93.55% |
$684K - $691K
|
27.8K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.93K+ 9.21% |
$455K - $460K
|
106K
$5.49M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$260K - $263K
|
5.11K
$265K
|
|
|
May 07, 2024
Q1 2024
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.43K+ 2.16% |
$72.6K - $73.4K
|
67.3K
$3.49M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$2.9K - $2.93K
|
57
$2.95K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
41K+ 57.48% |
$2.09M - $2.11M
|
112K
$5.83M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.98KNew |
$203K - $205K
|
3.98K
$206K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 68.05% |
$918K - $927K
|
8.45K
$438K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-941- 13.14% |
$47.9K - $48.4K
|
6.22K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-931- 93.1% |
$47.4K - $47.9K
|
69
$3.58K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2K+ 43.95% |
$102K - $103K
|
6.54K
$339K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 113.45% |
$6.88K - $6.95K
|
254
$13.2K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.77K- 49.52% |
$243K - $245K
|
4.86K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-60- 6.81% |
$3.06K - $3.09K
|
821
$42.5K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
592New |
$30.2K - $30.5K
|
592
$30.7K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
94+ 2.14% |
$4.79K - $4.84K
|
4.48K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.33K- 12.13% |
$67.7K - $68.4K
|
9.63K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 29.77% |
$578K - $584K
|
49.5K
$2.56M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.03MNew |
$52.5M - $53.1M
|
1.03M
$53.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-575- 15.0% |
$29.3K - $29.6K
|
3.26K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-552- 11.72% |
$28.1K - $28.4K
|
4.16K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-2.82K- 30.74% |
$144K - $145K
|
6.36K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-722- 98.23% |
$36.8K - $37.2K
|
13
$674
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1+ 0.02% |
$51 - $51.5
|
5.15K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
158New |
$8.05K - $8.13K
|
158
$8.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
85+ 0.38% |
$4.33K - $4.38K
|
22.3K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
51KNew |
$2.6M - $2.63M
|
51K
$2.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
7+ 0.16% |
$357 - $360
|
4.5K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.17K+ 60.9% |
$212K - $215K
|
11K
$570K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
78.7KNew |
$4.01M - $4.05M
|
78.7K
$4.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-454- 25.24% |
$23.1K - $23.4K
|
1.35K
$69.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
33.4K+ 59.8% |
$1.7M - $1.72M
|
89.4K
$4.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-12- 1.96% |
$611 - $618
|
601
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2+ 0.01% |
$102 - $103
|
24.3K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
66.6KNew |
$3.39M - $3.43M
|
66.6K
$3.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-24K- 85.06% |
$1.22M - $1.23M
|
4.21K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-625- 9.33% |
$31.8K - $32.2K
|
6.07K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$247K - $250K
|
4.86K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.27K- 49.03% |
$116K - $117K
|
2.36K
$123K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.37K- 10.02% |
$120K - $122K
|
21.2K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-306- 19.79% |
$15.6K - $15.8K
|
1.24K
$64.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
252New |
$12.8K - $13K
|
252
$13.1K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 19.39% |
$18.4K - $18.6K
|
1.51K
$78K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-892- 16.29% |
$45.4K - $45.9K
|
4.58K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.08K- 13.34% |
$55.2K - $55.8K
|
7.04K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.85KNew |
$349K - $353K
|
6.85K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 6.37% |
$1.48K - $1.49K
|
426
$22.1K
|