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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.92KNew |
$342K - $355K
|
6.92K
$359K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-40.8K- 52.73% |
$2.02M - $2.09M
|
36.6K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 1.14% |
$395 - $410
|
710
$36.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-461- 8.55% |
$22.8K - $23.6K
|
4.93K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-198- 47.83% |
$9.78K - $10.2K
|
216
$11.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
10.4KNew |
$511K - $531K
|
10.4K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
364New |
$18K - $18.7K
|
364
$18.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-182- 2.79% |
$8.99K - $9.33K
|
6.33K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 6.92% |
$445 - $462
|
121
$6.27K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
54+ 9.11% |
$2.67K - $2.77K
|
647
$33.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
37.6K+ 34.2% |
$1.86M - $1.93M
|
148K
$7.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-15.3K- 9.99% |
$755K - $783K
|
138K
$7.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1New |
$49.4 - $51.3
|
1
$51.8
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2New |
$98.8 - $103
|
2
$104
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3.96KNew |
$196K - $203K
|
3.96K
$205K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.13KNew |
$204K - $212K
|
4.13K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$5.93K - $6.15K
|
120
$6.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
14New |
$692 - $718
|
14
$725
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.34K+ 15.84% |
$116K - $120K
|
17.1K
$888K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.3K+ 83.51% |
$559K - $580K
|
24.8K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
11.9KNew |
$590K - $612K
|
11.9K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
313New |
$15.5K - $16.1K
|
313
$16.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.94K- 32.53% |
$145K - $151K
|
6.11K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$224K - $232K
|
4.53K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-357- 57.77% |
$17.6K - $18.3K
|
261
$13.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-713- 15.63% |
$35.2K - $36.6K
|
3.85K
$199K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-17.8K- 8.44% |
$880K - $914K
|
193K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
190+ 25.03% |
$9.39K - $9.74K
|
949
$49.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-500- 10.0% |
$24.7K - $25.6K
|
4.5K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.38K- 44.79% |
$167K - $173K
|
4.16K
$216K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.49% |
$148 - $154
|
205
$10.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
7.77KNew |
$384K - $399K
|
7.77K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
443+ 25.62% |
$21.9K - $22.7K
|
2.17K
$113K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.9K- 39.36% |
$143K - $149K
|
4.47K
$231K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.15KNew |
$205K - $213K
|
4.15K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.26KNew |
$210K - $218K
|
4.26K
$221K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.27K- 5.91% |
$62.6K - $65K
|
20.2K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.9K+ 32.12% |
$143K - $149K
|
11.9K
$618K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
50+ 1.23% |
$2.47K - $2.56K
|
4.1K
$213K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.11K- 12.2% |
$104K - $108K
|
15.2K
$786K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
446+ 143.87% |
$22K - $22.9K
|
756
$39.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
406New |
$20.1K - $20.8K
|
406
$21K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.49K+ 12.45% |
$73.8K - $76.6K
|
13.5K
$699K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
7.64K+ 0.86% |
$377K - $392K
|
894K
$46.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
18.2KNew |
$897K - $931K
|
18.2K
$941K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-15.1K- 82.11% |
$744K - $772K
|
3.28K
$170K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.1K- 51.29% |
$54.1K - $56.2K
|
1.04K
$53.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
81.6K+ 21.21% |
$4.03M - $4.18M
|
466K
$24.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137K- 94.89% |
$6.78M - $7.04M
|
7.39K
$383K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 37.35% |
$194K - $201K
|
6.57K
$341K
|