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
$158K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-4.95MClosed |
$251M - $254M
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.31K+ 3.15% |
$269K - $272K
|
174K
$9.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$101 - $103
|
252
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.38K- 25.13% |
$273K - $276K
|
16K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-4.88K- 5.6% |
$247K - $250K
|
82.3K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$202K - $205K
|
4K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28.6K- 14.9% |
$1.45M - $1.47M
|
163K
$8.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.77K+ 121.08% |
$494K - $501K
|
17.8K
$936K
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
92.8KNew |
$4.7M - $4.76M
|
92.8K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
272New |
$13.8K - $14K
|
272
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
126New |
$6.38K - $6.46K
|
126
$6.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.21M+ 74.9% |
$264M - $267M
|
12.2M
$639M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
118+ 24.28% |
$5.98K - $6.05K
|
604
$31.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.81K- 11.68% |
$243K - $247K
|
36.4K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-556- 1.8% |
$28.2K - $28.5K
|
30.3K
$1.59M
|
|
|
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
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
464K+ 198.05% |
$23.5M - $23.8M
|
699K
$36.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.95K- 33.25% |
$98.6K - $99.9K
|
3.91K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
68+ 194.29% |
$3.44K - $3.49K
|
103
$5.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
805New |
$40.8K - $41.3K
|
805
$42.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-247- 17.73% |
$12.5K - $12.7K
|
1.15K
$60.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.93KNew |
$199K - $202K
|
3.93K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.3K- 1.78% |
$66K - $66.8K
|
72K
$3.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 5.48% |
$13.3K - $13.4K
|
5.04K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-896- 4.34% |
$45.4K - $46K
|
19.8K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$152K - $154K
|
3K
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 0.89% |
$25.3K - $25.7K
|
55.5K
$2.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.48K+ 8.46% |
$126K - $127K
|
31.8K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-254- 53.14% |
$12.9K - $13K
|
224
$11.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.32K- 12.55% |
$66.8K - $67.7K
|
9.2K
$483K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.13KNew |
$57.2K - $58K
|
1.13K
$59.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
16.9KNew |
$853K - $865K
|
16.9K
$885K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.9KNew |
$2.68M - $2.72M
|
52.9K
$2.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.18K- 84.99% |
$59.9K - $60.7K
|
209
$11K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10.9K- 59.7% |
$550K - $557K
|
7.33K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.33K- 13.22% |
$169K - $171K
|
21.9K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 2.22% |
$2.28K - $2.31K
|
1.99K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-96- 2.18% |
$4.86K - $4.92K
|
4.32K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-900- 7.52% |
$45.6K - $46.2K
|
11.1K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 1.03% |
$912 - $923
|
1.76K
$92.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-97- 11.02% |
$4.91K - $4.98K
|
783
$41.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 2.15% |
$6.89K - $6.98K
|
6.2K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.04K+ 8.8% |
$204K - $207K
|
49.9K
$2.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$210K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-35.7K- 77.89% |
$1.81M - $1.83M
|
10.1K
$532K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$304 - $308
|
7.44K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
67.5K+ 82.6% |
$3.42M - $3.46M
|
149K
$7.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
950New |
$48.1K - $48.7K
|
950
$49.9K
|
|